Guidance Planning Strategies - Cranbrook, British Columbia

Guidance Planning Strategies (GPS) est une entreprise canadienne basée à Cranbrook, en Colombie-Britannique. Elle propose des services de planification financière, de conseils financiers, d'assurances et d'investissement. La société se trouve à l'adresse 131 7 Ave S #100, Cranbrook, BC V1C 2J3, Canada. Le numéro de téléphone est le 2504170033 et le site web est gpsbc.thelinkbetween.ca.

Spécialités et services offerts

GPS propose une gamme complète de services financiers et d'assurances pour s'adapter aux besoins de ses clients. Les spécialités de l'entreprise incluent les planificateurs financiers, les conseillers financiers, les courtiers d'assurances et les conseillers en investissement. L'entreprise s'efforce de fournir des conseils personnalisés pour chaque client, en fonction de leurs objectifs financiers et de leurs besoins spécifiques.

Autres données d'intérêt et services

GPS offre également divers services et options pour ses clients, tels que les rendez-vous en ligne, les services sur place, une entrée accessible en fauteuil roulant, un parking accessible en fauteuil roulant, des toilettes accessibles en fauteuil roulant, des toilettes, des toilettes non générées et un environnement LGBTQ+ friendly. Les rendez-vous sont recommandés et obligatoires pour tous les clients.

Opinions et avis des clients

GPS a reçu un total de 34 avis sur Google My Business et possède une note moyenne de 4,9 sur 5. Les clients ont salué la qualité du service, la professionnalisme et la gentillesse du personnel de GPS. Ils ont également apprécié la capacité de l'entreprise à fournir des conseils et des solutions financières adaptées à leurs besoins spécifiques.

👍 Avis de Guidance Planning Strategies

Ronnie

5/5

Chance has been incredibly supportive with helping my husband and I plan for our future. He’s kind, patient, very professional and not at all pushy. Chance finds all the necessary information and helps you make a decision that’s best suited for you. Chance is also very accommodating and works around our busy schedules.

Jordyn L.

5/5

My partner and I have had great experiences meeting with Chancellor. He has updated us in a timely manner and has never been pushy. I appreciate his ability to answer and explain our financial questions and options or advice in a way that a layperson can easily understand and follow. If you are in need of financial assistance or advice we would highly recommend Chancellor!

Tara C.

5/5

Our experience dealing with Chance was and continues to be a pleasure. He’s patient, kind and very helpful.

David H.

5/5

Chance was absolutely great to deal with. He offers a range of solutions that he will tailor to fit your needs. He listened to us and then gave us the best options for a financial plan for us. His plan was delivered quickly and was easy to understand and execute. We will definitely be following up with him for regular upkeep on the plan. Also, he is very affordable!

Diana L.

5/5

Our experience dealing with Chance was and continues to be pleasure. He’s patient, kind and very helpful. I highly recommend him for any of your financial planning needs.

Chris Q.

5/5

Talking to Chancellor is quite easy because he’ll listen to your questions and answer them to the best of his ability. I think he’s very knowledgable at what he does.
I would highly recommend him for doing any investing.

Dan C.

5/5

Chance is sharp and meticulous. He worked with us to find the best strategies for our finances, and was clear and concise throughout the process. This is the guy you want working for you when it comes to your future.

Mamuna S.

5/5

Recently, I made a switch from my previous Financial Advisor to Chance, and I must say that I am very happy with the decision. Chance is friendly, knowledgeable, and supportive, and he takes the time to listen to your financial concerns/needs. He has a desire to do what is best for his clients; as a result, he is very thorough with his process. Chance often is reachable and prompt in his replies, which makes answering any questions a quick and easy process. This is especially important for me, as I like to have a financial advisor I'm in continued communication with. I highly recommend Chance as he is quite professional and skilled at what he does, and you will not be disappointed!