DesignWealth - Victoria, British Columbia

Adresse: 2840 Peatt Rd #415, Victoria, BC V9B 3V4, Canada.
Téléphone: 2505951616.
Site web: designwealth.ca.
Spécialités: Conseiller financier.
Autres données d'intérêt: Entrée accessible en fauteuil roulant, Parking accessible en fauteuil roulant, Toilettes accessibles en fauteuil roulant, Toilettes.
Avis : Cette entreprise a 4 avis sur Google My Business.
Avis moyen: 5/5.

Emplacement de DesignWealth

2505951616

DesignWealth, une entreprise spécialisée dans le conseil financier, est située à une adresse pratique et accessible à Victoria, BC, Canada : 2840 Peatt Rd #415, Victoria, BC V9B 3V4. Vous pouvez les contacter par téléphone au 2505951616 ou visiter leur site web designwealth.ca.

DesignWealth se distingue par son engagement envers l'accessibilité, offrant une entrée accessible en fauteuil roulant, un parking accessible et des toilettes adaptées. Leur équipe professionnelle est dédiée à vous offrir des conseils financiers personnalisés et de haute qualité.

Avec seulement 4 avis sur Google My Business, DesignWealth a une évaluation moyenne exceptionnelle de 5/5, témoignant de la satisfaction de leurs clients. Cette entreprise est fortement recommandée pour ceux qui cherchent des conseils financiers avisés et un service de qualité supérieure.

En plus de leur expertise en matière de conseil financier, DesignWealth offre un environnement accessible et confortable pour tous leurs clients. Leur engagement envers l'accessibilité et leur excellente réputation en ligne en font un choix idéal pour ceux qui cherchent des conseils financiers professionnels.

Avis de DesignWealth

DesignWealth - Victoria, British Columbia

Thomas Adams-Johnson

5/5

Jared and the Design Wealth team have been amazing.
Providing straight and honest advice they have helped to transform our financial planning, and put in place a long term strategy to reach our goal.
Having identified benefits that we were not taking advantage of we instantly saw a return.
With their unique process, they have taken the time to understand us and what really matters in our life, in order for our financial plan to match that.
The entire team are a pleasure to work with, and always very helpful.
Would highly recommend.

Jeremy Walsh

5/5

After interviewing various advisors I chose DesignWealth as I was intrigued by their approach to financial well being. Many of the advisors I had spoken to previously tried to sell
me a product without getting to know me. I did not have that experience with Jared & Josue. Though I primarily work with Jared (due to our shared interest of fishing) both
Jared & Josue are there if I have any questions.
The DesignWealth approach really makes you stop & think about what you want in life & the process isn’t always comfortable but this gave Jared a clear picture of my situation
& he was able to clearly lay out a strategy to achieve the best possible results.
Jared & the DesignWealth Team are clearly committed to their clients & I would highly recommend their services.

Jerry D

Meghan McKenzie

5/5

Jared and the DesignWealth team offer a service unparalleled to anything I've ever experienced. They allow a safe, non judgemental place to talk and plan about my money, and have helped me build a road map to get to that place where I know I'll be financially comfortable to invest or spend without feeling guilty about it.

Anne-Marie Espley

5/5

As a young person not knowing where to start in terms of investing, Jared really walked me through the process and gave me a greater understanding of what it means to invest. I highly recommend him as a great place to start.