MS Wealth & Financial Services Inc. - Mississauga, Ontario

Adresse: 4255 Sherwoodtowne Blvd Suite 201, Mississauga, ON L4Z 1Y5, Canada.
Téléphone: 9058195342.
Site web: mswealth.ca
SpĂ©cialitĂ©s: Planificateur financier, Courtier d'assurances, Conseil en investissement, Courtier en prĂȘts hypothĂ©caires, Conseiller fiscal.
Autres donnĂ©es d'intĂ©rĂȘt: Parking accessible en fauteuil roulant, Places assises accessibles en fauteuil roulant, Toilettes, Rendez-vous recommandĂ©s.
Avis : Cette entreprise a 17 avis sur Google My Business.
Avis moyen: 4.8/5.

📌 Emplacement de MS Wealth & Financial Services Inc.

MS Wealth & Financial Services Inc. 4255 Sherwoodtowne Blvd Suite 201, Mississauga, ON L4Z 1Y5, Canada

⏰ Horaires d'ouverture de MS Wealth & Financial Services Inc.

  • Lundi: FermĂ©
  • Mardi: 09:00–17:00
  • Mercredi: 09:00–17:00
  • Jeudi: 09:00–17:00
  • Vendredi: 09:00–17:00
  • Samedi: FermĂ©
  • Dimanche: FermĂ©

MS Wealth & Financial Services Inc.

MS Wealth & Financial Services Inc. est une entreprise spĂ©cialisĂ©e dans les services financiers et la planification patrimoniale. BasĂ©e Ă  Mississauga, en Ontario, leurs experts en services financiers sont Ă  votre disposition pour vous accompagner dans votre quĂȘte de rĂ©ussite financiĂšre.

Adresse : 4255 Sherwoodtowne Blvd Suite 201, Mississauga, ON L4Z 1Y5, Canada.

Téléphone : 9058195342.

Site web : mswealth.ca.

Spécialités :

  • Planificateur financier
  • Courtier d'assurances
  • Conseil en investissement
  • Courtier en prĂȘts hypothĂ©caires
  • Conseiller fiscal

Autres donnĂ©es d'intĂ©rĂȘt :

  • Parking accessible en fauteuil roulant
  • Places assises accessibles en fauteuil roulant
  • Toilettes
  • Rendez-vous recommandĂ©s.

Avis : Cette entreprise a 17 avis sur Google My Business.

Avis moyen : 4.8/5.

MS Wealth & Financial Services Inc. offre des services de planification financiÚre, d'assurances et de conseils en investissement, ainsi que des services hypothécaires. Les experts de l'entreprise sont connus pour leur capacité à comprendre les besoins individuels de leurs clients et à fournir des solutions adaptées pour répondre à leurs objectifs financiers à long terme.

Les clients apprécient également l'accessibilité de l'entreprise, avec des parking et des toilettes pour personnes handicapées, ainsi que des rendez-vous recommandés.

En tant que prestataire de services financiers, MS Wealth & Financial Services Inc. se distingue par son expérience, sa réputation et son équipe de professionnels compétents et expérimentés.

En vous faisant confiance, MS Wealth & Financial Services Inc. s'engage Ă  vous accompagner dans la mise en Ɠuvre de votre stratĂ©gie financiĂšre pour vous assurer un avenir financier sĂ»r et lucratif.

👍 Avis de MS Wealth & Financial Services Inc.

MS Wealth & Financial Services Inc. - Mississauga, Ontario
ERIC S.
5/5

I have had the great opportunity to work with Mat Sak for the past 2 years when it comes to clients in need of insurance and wealth management.
His ability to take the time to truly understand his clients needs ensures that he creates a customized strategy that is rooted in security, longevity and confidence.
I will continue to work with Mat and refer my mortgage clients to him so he can ensure that their insurance and wealth planning needs are taken care of with confidence.

MS Wealth & Financial Services Inc. - Mississauga, Ontario
Allan W.
5/5

Mat is committed to ensuring that his clients are provided the necessary information to make an informed decision. A decision that is best for them and not what is best for him. He takes the time to explain how things work, and is patient with answering questions.
He is passionate about what he does and is solution based. I highly recommend Mat for all.

MS Wealth & Financial Services Inc. - Mississauga, Ontario
Megan V.
5/5

Mateusz was able to help me out with a situation I needed to get done on very short notice. He was very efficient and understanding with my situation. He showed me step by step how we would be able to compete this task. Ultimately, Mat was a life saver he will definitely be the first person I’ll be recommending to my friends and family.

MS Wealth & Financial Services Inc. - Mississauga, Ontario
Shelly F.
5/5

My husband and I have had the same life insurance policy for almost 25 years. We shared it with Mat for a review. What he found was that our monthly payments that had been the same cost for the past 24 years were about to increase every year. He pointed this out and explained why. Information that not one single RBC representative was ever about to explain to us with any clarity.

He offered us 3 possible solutions to consider that would put us in a much improved insurance solution with payments that would stay the same until our policy matured.

Mat approaches your insurance situation and possible solutions with integrity, experience and care, we will recommend him to everyone we know.

MS Wealth & Financial Services Inc. - Mississauga, Ontario
Sue W.
5/5

Mat was able to review my life insurance policy and suggested how we can cover our adult age children, ensure we no longer paid for the raiders and provided insurance options for ourselves when we renew next year. I am even looking to set up a scholarship fund via an insurance policy - something that I have always wanted to do. Mat is amazing and you definitely want to take your insurance policy to him for a review!

MS Wealth & Financial Services Inc. - Mississauga, Ontario
Michael M.
5/5

I came to Mateusz last-minute in need of travel insurance for a trip to Costa Rica - very last minute. He was able to get me multiple quotes fast and walk me through the differences to help me choose the best coverage for the best price. Absolutely amazing. I will be back to talk to Mateusz about all my insurance needs.

MS Wealth & Financial Services Inc. - Mississauga, Ontario
Jonathan G.
5/5

Mateusz was an amazing help when dealing with my situation. He provided me with the right information and steps so we both can handle my situation with ease. I will be back next year!!!!

MS Wealth & Financial Services Inc. - Mississauga, Ontario
peter C.
1/5

I booked an appointment for taxes 2-3 days in advance. Mateusz made an estimate and asked to prepare data ahead, which i did and e-mailed. Within less then 2 hours from the appointment, he sent a notification: "appointment is canceled, I am independent and choose my clients, etc".
This was a very disappointing experience.

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