FinanceInnovante

PWM Private Wealth Counsel - Financial Planners - Saskatoon, Saskatchewan

👍 Avis 📌 Carte â„č Informations ⏰ Horaires

Adresse: 205, 210 Wellman Crescent, Saskatoon, SK S7T 0J1, Canada.
Téléphone: 3069759500.
Site web: pwmprivatewealth.com
Spécialités: Planificateur financier, Comptable, Compagnie d'assurance-vie, Conseiller fiscal.
Autres donnĂ©es d'intĂ©rĂȘt: Rendez-vous en ligne, Services sur place, Assistance dans d'autres langues, EntrĂ©e accessible en fauteuil roulant, Parking accessible en fauteuil roulant, Toilettes accessibles en fauteuil roulant, Toilettes, Rendez-vous recommandĂ©s.
Avis : Cette entreprise a 76 avis sur Google My Business.
Avis moyen: 4.9/5.

📌 Emplacement de PWM Private Wealth Counsel - Financial Planners

PWM Private Wealth Counsel - Financial Planners 205, 210 Wellman Crescent, Saskatoon, SK S7T 0J1, Canada

☎3069759500

⏰ Horaires d'ouverture de PWM Private Wealth Counsel - Financial Planners

  • Lundi: 08:30–17:00
  • Mardi: 08:30–17:00
  • Mercredi: 08:30–17:00
  • Jeudi: 08:30–17:00
  • Vendredi: 08:30–16:00
  • Samedi: FermĂ©
  • Dimanche: FermĂ©

PWM Private Wealth Counsel - Conseil en richesse privée

PWM Private Wealth Counsel est une entreprise de conseil en richesse privée située à Saskatoon, au Canada. L'entreprise est dirigée par un équipe expérimentée composée de professionnels de la finance et du conseil en richesse privée.

Caractéristiques

Conseil en richesse privée : les experts de PWM Private Wealth Counsel offrent des conseils personnalisés sur la gestion de la richesse privée, y compris la planification financiÚre, la gestion de patrimoine et la conseil en investissements.
 Conseil fiscal : l'Ă©quipe de PWM Private Wealth Counsel comprend des experts en droit fiscal qui peuvent aider les clients Ă  optimiser leur situation fiscale.
Conseil en assurance-vie : les experts de PWM Private Wealth Counsel peuvent aider les clients à choisir les assureurs-vie les plus adaptés à leurs besoins.
 Conseil en comptabilité : l'équipe de PWM Private Wealth Counsel comprend des experts en comptabilité qui peuvent aider les clients à gérer leurs finances et à prendre des décisions éclairées.

Informations pratiques

Adresse : 205, 210 Wellman Crescent, Saskatoon, SK S7T 0J1, Canada.
 Téléphone : 3069759500.
Site web : pwmprivatewealth.com.
 Heures d'ouverture : les heures d'ouverture peuvent varier, il est recommandé de contacter l'entreprise pour obtenir plus d'informations.
Rendez-vous en ligne : PWM Private Wealth Counsel propose des rendez-vous en ligne pour les clients qui préfÚrent consulter leur situation financiÚre de maniÚre plus flexible.

Autres informations

Services sur place : l'entreprise propose des services sur place pour les clients qui préfÚrent une consultation personnelle.
Assistance dans d'autres langues : l'Ă©quipe de PWM Private Wealth Counsel est prĂȘte Ă  aider les clients qui ne parlent pas le français.
 Entrée accessible en fauteuil roulant : l'entreprise a pris des mesures pour rendre son établissement accessible aux personnes handicapées.
Parking accessible en fauteuil roulant : l'entreprise a également mis en place des parkings accessibles pour les personnes handicapées.
 Toilets accessibles en fauteuil roulant : les toilettes de l'entreprise sont également accessibles aux personnes handicapées.

Avis et opinion

PWM Private Wealth Counsel a reçu des avis trÚs positifs sur Google My Business, avec une note moyenne de 4,9/5. Les clients ont loué l'équipe de PWM Private Wealth Counsel pour leur expertise, leur attention au détail et leur approche personnalisée.

Recommandation

Si vous recherchez un équipe de conseil en richesse privée qui vous prendra en compte et vous aidera à atteindre votre objectif financier, PWM Private Wealth Counsel est une excellente option. Contactez-les à travers leur site web pour obtenir plus d'informations et pour réserver un rendez-vous.

👍 Avis de PWM Private Wealth Counsel - Financial Planners

PWM Private Wealth Counsel - Financial Planners - Saskatoon, Saskatchewan
Jenny A.
5/5

Our experience with PWM Private Wealth has been nothing short of outstanding. Kevin’s leadership and deep expertise gave us confidence, while Andrew’s attention to detail and personal approach made us feel truly heard and understood. They didn’t just answer our questions—they asked the right ones, guiding us toward financial peace of mind with engaged, thoughtful portfolio management. If you’re looking for a team that genuinely cares and takes the time to tailor a plan to your needs, we highly recommend PWM!

PWM Private Wealth Counsel - Financial Planners - Saskatoon, Saskatchewan
Gayle B.
5/5

I highly recommend PWM Private Wealth Counsel. As someone who values sound financial advice and personalized serivce, I have been incredibly impressed with their team's expertise and dedication.

I was with another firm prior to switching over to PWM and the difference in performance and customer care is like night and day. From the first consultation, it was evident that PWM genuinely cares about their clients' financial well-being. Their level of professionalism and knowledge displayed is unmatched.

If you are looking for a financial service firm that goes above and beyond to help you achieve your financial goals, PWM is the clear choice. Their exceptional service and expertise will not disappoint.

Thank you, Andrew, Kevin and the rest of your team, for your outstanding support and guidance.

PWM Private Wealth Counsel - Financial Planners - Saskatoon, Saskatchewan
Lorne S.
5/5

I have been a client since the 1990's and have always treated with the greatest respect. I can always contact Kevin or any PWM employee for any reason. We have regular meetings for updating myself on the portfolio, and we go over many options to best fit my needs. This includes short term, long and tax planning etc. Top Rated!!

PWM Private Wealth Counsel - Financial Planners - Saskatoon, Saskatchewan
Fran L.
5/5

We have been clients of Kevin for more than 20 years and have received nothing but exceptional service. We appreciate Kevin’s honesty, professionalism and his expert knowledge. We have complete confidence in having PWM manage our investment portfolio.
Fran and Allan

PWM Private Wealth Counsel - Financial Planners - Saskatoon, Saskatchewan
Phoenix B.
5/5

I have known Kevin for over 30 years. He has taken care of my financial investment needs and has gone above and beyond my expectations. He explains the investments in a way I can easily understand. I look forward to continuing working with and trusting Kevin with my investments.

PWM Private Wealth Counsel - Financial Planners - Saskatoon, Saskatchewan
Roland N.
5/5

It is a pleasure to deal with Kevin. Kevin’s knowledge, professionalism, honesty and care for his clients is so obvious I can leave my investments in his care with complete confidence! I also appreciate his policy of frequent in-person up-dates to review my account.

PWM Private Wealth Counsel - Financial Planners - Saskatoon, Saskatchewan
Lannette R.
5/5

We have been a client of Kevin’s for many years. Through all the ups and downs we have been treated with genuine professionalism and care. Kevin is a man who is always looking for ways to make the most of what he is given for the benefit of his clients. I am excited to see where he and his team take us in the future. You will not go wrong having him and his team in your corner.

PWM Private Wealth Counsel - Financial Planners - Saskatoon, Saskatchewan
Pat C.
5/5

Kevin Hegedus and his staff are exceptional. In all our interactions, my financial welfare is put first. However, there is more to those interactions. Kevin cares about my wellbeing. He promised my late husband and I that he would ensure that he did the best for us and he has. His values, ethics and morals are above reproach.

Go up