Kramer Wealth Management - Petawawa, Ontario

Kramer Wealth Management est situé à l'adresse 22 Cardinal Crescent, Petawawa, ON K8H 3N9, Canada. Le numéro de téléphone est le 6134014714. La page web est kramerwealth.ca. Cette entreprise propose des services de conseils financiers, mutuelles de santé, sociétés d'investissement et compagnies d'assurance-vie.

Les autres données d'intérêt sont les suivantes : entrée accessible en fauteuil roulant, parking accessible en fauteuil roulant, toilettes accessibles en fauteuil roulant, toilettes, rendez-vous recommandés.

Le avis moyen de cette entreprise sur Google My Business est de 4.9/5 avec 9 avis.

Notons que Paul est un conseiller financier exceptionnel. Sa compétence et son expertise ont directement contribué à la croissance significative de mon portefeuille. Lorsque j'ai des problèmes ou des questions, mes besoins sont rapidement et efficacement rencontrés. Je recommande vivement Paul pour toutes vos besoins d'investissement.

👍 Avis de Kramer Wealth Management

Barbara L. W.

5/5

Paul is an amazing financial adviser. His skill and expertise has directly contributed to significant growth in my portfolio. Whenever I have any issues or questions, my needs are quickly and efficiently met. I would highly recommend Paul for all of your investment needs.

Ed F.

5/5

Paul has been my financial planner for about ten years now and I think it is so important to deal with someone who is independent like he is and matches your investment needs with a suitable financial product. So much better than dealing with someone from a financial institution where they are trying to sell you their particular product whether it suits your needs or not. Plus he answers his phone when you call him, no waiting three days for a call back.

Lynn M.

5/5

I have known Paul for 20 years. He is very knowledgeable, professional & a pleasure to work with. More importantly, I trust him 100%.

Tom M.

5/5

I had the pleasure of dealing with Kramer Wealth Management within the last 6 months. Paul provided exceptional and knowledgeable advice regarding my wife's and my RRSP investment strategies. The followup of details for our investments was as expected, and, he is responsive to as many questions as are needed to feel comfortable with investing in these uncertain times. I highly recommend Kramer Wealth Management for your financial planning needs.

Connie T.

4/5

Paul has a wealth of knowledge regarding financial matters. I'm a rookie investor and he takes the time to answer my questions.

Wendy W.

5/5

Paul is a very knowledgeable advisor and really makes you feel comfortable! Being from a small town, having that personal touch really stands out!

Cindy G.

5/5

I've been a client of Paul's for 10+ years now and am extremely satisfied with his professionalism managing my portfolio

Gavin M.

5/5

Really lovely people. A pleasure to talk to and a pleasure to deal with.