Camber Private Wealth - Financial Planning & Wealth Management - Calgary, Alberta

Camber Private Wealth - Planification Financière et Gestion de Patrimoine

Située à l'adresse Adresse: 333 7 Ave SW Suite #1900, Calgary, AB T2P 2Z1, Canada, Camber Private Wealth offre une gamme complète de services financiers. Avec un téléphone disponible pour un contact facile à 5873926017, cette institution financière est bien positionnée pour répondre aux besoins des investisseurs à Calgary et au-delà.

Spécialités et Services

Camber Private Wealth se distingue par ses multiples spécialités : Planificateur financier, Conseiller financier, Institution financière, Société d'investissement et Conseil en investissement. Que vous cherchiez à planifier votre avenir financier, à gérer un patrimoine existant ou à investir intelligemment, Camber semble être la société idéale pour vous guider à travers ces processus complexes.

Accessibilité et Confort

L'entreprise souligne son engagement envers le confort et l'accessibilité de ses clients. Avec des toilettes, des parkings et des installations adaptées aux fauteuils roulants, Camber Private Wealth démontre sa volonté d'être inclusive et accessible à tous. De plus, la possibilité de prendre rendez-vous en ligne ou en personne, ainsi que des services sur place, offre une flexibilité appréciable pour les clients potentiels.

Expérience Client

Les avis sur Google My Business révèlent une expérience client très positive, avec un avis moyen de 5/5. Les clients ont exprimé leur gratitude pour la conversation réfléchie et généreuse avec Lucas, malgré la distance géographique. D'autres ont salué la thoroughness avec laquelle Camber examine les portefeuilles existants et offre des conseils d'amélioration, mentionnant particulièrement l'utilisation d'un dashboard impressionnant.

Informations Pratiques

Pour ceux qui envisagent de consulter Camber Private Wealth, il est essentiel de noter que les rendez-vous sont obligatoires. Cependant, cette exigence est compensée par la flexibilité offerte dans l'organisation des rencontres. Pour les personnes à mobilité réduite, l'accès en fauteuil roulant est assuré, ce qui est un point fort pour Camber.

Recommandation Final

Pour ceux qui cherchent des conseils financiers personnalisés et une gestion de patrimoine de qualité, Camber Private Wealth mérite certainement une attention particulière. N'hésitez pas à explorer leur site web camberco.ca pour plus d'informations et à prendre rendez-vous via leur site pour découvrir par vous-même la qualité de leurs services. Avec une telle réputation et une approche client centrée, il n'est pas surprenant que Camber soit idéalement positionnée pour aider à atteindre vos objectifs financiers, même à distance.

👍 Avis de Camber Private Wealth - Financial Planning & Wealth Management

Stephen R.

5/5

Very thoughtful, helpful and generous conversation with Lucas from Camber, when regardless of us not being able to be a client (due to living in New Zealand), he still gave a lot of his time to hear our challenges, reflect his understanding and link us up with those who we are able to work with on our side of the world. Thoroughly recommend!

Jason J.

5/5

Camber was very thorough in reviewing my current portfolio, and providing advice to improve it. The dashboard is awesome!

Bret S.

5/5

Logan and Vlad are fantastic. I highly recommend Cambers services for anyones private wealth needs. Their dashboard and communications stand out the most in my experience so far

Lesley W.

5/5

As someone who was determined to learn as much as I could about investing, my husband and I met with a few different investment firms, and finally settled on Camber after being advised by a very knowledgeable source who has written many best selling books on the subject of financial planning and investing.
This individual had stated that the service we would get going with a firm such as this would be "world class,” and he couldn't have been more spot on.
The team at Camber were knowledgeable, professional and impeccable from the beginning, going well beyond what any other firm we met with did, in terms of explaining how their investment strategy worked and presenting us with a financial dashboard presentation in a manner that was down to earth, and easy to follow, and thus it was abundantly clear to us that this was who we wanted to work with in handling our investments, and putting us on the correct path for retirement.
They have been friendly, highly professional and authentic in every correspondence we have had with them, and have really put us at ease, with us being rather new to the world of investing.
We feel very confident in having our financial future mapped out with the knowledgeable and charismatic team at Camber!

Hugh T.

5/5

We have been with Camber since they were established. We have great confidence in their data driven approach to investing and their financial advice. Their proprietary software Dashboard makes it possible to anticipate the impact of any major financial decision we consider. We have total confidence in the organization and are very comfortable with the advice we are given. They have put us totally at ease with oor financial situation and future.

Trent W.

5/5

What a joy it was to work with the Camber team. A dashboard, a phone call, and a personal explanation of how my finances could work for me was all it took to convince me this was a knowledgeable and dedicated group. They really listened to my story and produced a personalized plan for what I could do in my retirement. Go Team Camber.

Amber N.

5/5

Camber helped me get organized, I feel more in control of my finances and their investments work well for me.

Kofi O.

5/5

Camber Capital is transparent and helped my financial picture. Highly recommended.