Financial Planner at BMO - Leamington, Ontario

Planificateur Financier chez BMO - Leamington, ON

BMO est une entreprise reconnue pour ses services de planification financière. Situé à 297 Erie St S, Leamington, ON N8H 3C7, Canada, le planificateur financier de BMO offre une gamme complète de services pour aider les clients à atteindre leurs objectifs financiers.

Le service client de BMO est disponible par téléphone au 5193263428 ou en ligne à travers le site web bmo.com. Les spécialités du planificateur financier incluent la planification financière générale et la mise en place de stratégies d'épargne pour les particuliers et les entreprises.

Informations supplémentaires

• L'entrée est accessible en fauteuil roulant.
• Le parking est accessible en fauteuil roulant.
• Les toilettes sont accessibles en fauteuil roulant.

Les avis de Google montrent que BMO a reçu 4 avis avec une moyenne de 5/5. Les clients apprécient la compréhension approfondie du planificateur financier Carmelo qui leur permet de prendre des décisions financières éclairées. Le planificateur financier est également loué pour sa disponibilité et son expérience dans l'industrie.

👍 Avis de Financial Planner at BMO

Kate M.

5/5

Carmelo is a great Financial Planner, he is very reliable. He provided a great explanation in our recommended strategy to ensure that we both understood the advice and the best steps for our financial situation. Carmelo has a lot of experience in the industry and is knowledgeable. Thanks Carmelo for helping our family with our financial situation.

Charlotte S.

5/5

My husband and I have been dealing with Carmelo DiGrandi for all of our financial needs - investments, money management, consultation for RESPs for our Grandchildren - for over three years. He is a charming fellow, and a guy that knows his stuff. Carmelo has the ability to explain complicated matters in a simple and concise manner, to allow anyone to understand all banking matters. Carmelo has handled the transfer of investments from other lending institutions smoothly and allowing the matter to be stress-free for my husband and I. I am relieved that Carmelo is way off retirement age as I would be lost without his sage advice!

Liliane

5/5

Carmelo has always provided me with excellent financial services. He is knowledgeable, efficient and pleasant. He makes one feels valued as a customer.

Mark B.

5/5

Fast, efficient service from a Bank? You better believe it, Carmelo has always given us the very best service and advise. He is knowledgeable, friendly and reliable, a real pleasure to deal with.