Rob Maudsley | Solomon Financial | Sylvan Lake, AB - Sylvan Lake, Alberta

Rob Maudsley - Solomon Financial - Sylvan Lake, AB

Rob Maudsley est un conseiller financier hautement qualifié et expérimenté, travaillant pour Solomon Financial à Sylvan Lake, en Alberta. Situé à l'adresse 110 Pelican Pl #201, Sylvan Lake, AB T4S 1K2, Canada, Solomon Financial est une entreprise réputée pour ses services exceptionnels en conseil financier, placement financier, audit financier et planification financière. Le bureau est accessible en fauteuil roulant et dispose d'installations de toilettes adaptées.

Spécialités et services

• Conseiller financier
• Courtier en placement financier
• Audit financier
• Planificateur financier
• Agence d'assurance
• Courtier d'assurances
• Société d'investissement
• Conseil en investissement

Services accessibles

• Stationnement accessible en fauteuil roulant
• Toilettes adaptées

À propos de Rob Maudsley

Rob Maudsley est reconnu pour sa patience et sa capacité à éduquer ses clients sur les questions financières. Il a été élogieux pour sa capacité à aider ses clients à naviguer dans des situations financières complexes, tout en veillant à ce que chaque client soit éduqué et comprendre pleinement les choix financiers qui sont les leurs.

Opinions des clients

Rob et Solomon Financial ont reçu 20 avis sur Google My Business, avec une moyenne de 5/5. Les clients louent la patience, l'éducation et la capacité de Rob à naviguer avec succès à travers des situations financières complexes et changeantes. De nombreux clients ont déclaré que leur expérience avec Rob a non seulement aidé financièrement, mais a également enrichi leur compréhension de l'investissement et de la planification financière en général.

Contactez Solomon Financial

Pour en savoir plus sur les services de Solomon Financial ou pour établir un rendez-vous avec Rob Maudsley, veuillez les contacter au numéro de téléphone 5874388358 ou visitez leur site web solomonfinancialsylvan.ca. Avec son expertise et son engagement envers ses clients, Rob Maudsley et Solomon Financial sont une excellente option pour ceux qui cherchent à améliorer leur situation financière et à se préparer à l'avenir.

Résumé : Rob Maudsley et Solomon Financial offrent une gamme complète de services financiers, avec une attention particulière pour l'éducation et la compréhension de chaque client. Avec une évaluation exceptionnelle de 5 sur 5 et une approche patiente et éducative, Solomon Financial est fortement recommandé pour tous ceux qui cherchent à améliorer leurs affaires financières. N'hésitez pas à contacter Rob Maudsley ou Solomon Financial aujourd'hui pour découvrir comment ils peuvent vous aider à atteindre vos objectifs financiers.

👍 Avis de Rob Maudsley | Solomon Financial | Sylvan Lake, AB

Carsyn N.

5/5

Rob has been nothing but short of amazing to work with. If we could give him more than 5 stars we would. Our lives are incredibly busy, and during the process of working with Rob we had some family changes that brought on even more "busy." He was beyond patient with us, never pushed us, and gave me helpful reminders from time to time (which I needed.) Working with Rob not only helped us financially, but he gave us so much more education than we had. We have walked away with a lot more understanding, and grateful once again for his patience. We cannot recommend working with Rob enough.

Darryl K.

5/5

So, a couple of years ago I had a falling out with my financial advisor at the time and he unexpectedly dropped me as a client. That left me with trying to find a financial advisor to sell off my non registered account(empire life) so I could pay off an investment loan in which the interest rate was increasing to a point where I could no longer afford the interest payment. Long story short, after multiple phone calls to empire life they finally found someone to do this for me. That person was Rob.
I had to wait until this month(once the funds in the account were above the value of the loan) to be able to pay off the investment loan. From start to finish of this ordeal Rob was in contact with me giving me updates on the value of the fund. If I emailed him to see how things were progressing I always got a response within a day or two.
He contacted me about 2 weeks ago to inform me that the funds could be sold and the loan paid off. I was honestly surprised that he was, in the background, watching my investments for the right time to sell. Also, I'll mention, I have had no investments with him, ever!
After my previous advisor dropped me I had already found an investment company (edward jones) before Rob was given the task of helping me. My advisor at edward jones could not sell the empire life funds for me because they do not deal with empire life.
It was amazing to me that Rob really did not have to put in the effort he did to look after me as I was not even a client of his. He was asked, I'm assuming, by Empire Life to do this for me.
If things ever go badly with my current advisor I have no reservations about moving my investments over to Rob. He definitely went above and beyond for me. Thanks again Rob!!

Cookie Q.

5/5

Rob is wonderful to work with. He is knowledgeable in a vast array of areas and follows up promptly with all communication. He treats his customers with the upmost respect. I highly recommend Rob for your insurance and financial needs.

R N.

5/5

I am so impressed with Rob at Solomon Financial. He is thorough, organized, and very knowledgeable about helping me steward my money. I have been going through a challenging divorce and he has helped me refocus and plan for the future in a way that supports my short term and long term goals. He came as a recommendation from a trusted friend and I am so thankful he has helped me get on track. I highly recommend anyone who was financial goals to reach out to him.

Wendy C.

5/5

I am so pleased to have the opportunity to share about Rob Maudsley at Solomon Financial. He is a man full of passion for helping people along their financial journey and enhancing their overall quality of life. He loves what he does and works closely with other advisors to ensure that the absolute best financial advice and insurance options are provided for every individual and family. Their level of knowledge and expertise is exceptional and I would highly recommend reaching out to Rob who will take the time to listen, understand your concerns, and thoroughly go over your personal &/or family profile. My experiences with him have shown me his heart as well as his honesty and integrity. There is absolutely no doubt in my mind that Rob and the team at Solomon Financial can be trusted in every way to work with you for a great future!

Kaitlyn S.

5/5

Rob is amazing to work with. As a newcomer to financial planning I felt we moved at my pace and Rob never rushed us. He explained concepts that were new to me well and I felt that my meager financial picture still mattered to him. Thanks Rob!

Dustin S.

5/5

We had the pleasure of working with Rob Maudsley, and cannot fully express how beneficial it has been for us, he has truly set us on a path for success. He is so full of information and when he is unsure, the team at Solomon are there to give expertise in those areas. We have never had to wait for response for anything, and everything has been laid out and presented in such an easy to understand and straightforward way. If you’re like me and are below average at keeping your information straight and organized, Rob is your man. He always keeps track of everything discussed and sends summaries in email for reference along with friendly reminders when we forget to do our part. We feel confident in our financial future more than ever before thanks to Rob and the team at Solomon, I look forward to our ongoing relationship and can’t wait to see where it leads. We would recommend the services they provide to anyone who is looking to take control of their finances and have a better plan for the future. Thanks Rob Maudsley for all the hard work you have put in with us, we feel very lucky to have you on our side.
Dustin and Kadyn Schmidtke.

Taylor M.

5/5

Solomon Financial has done so much for us. I happened upon them through my business insurance and that’s how I met Rob. After doing the introduction meeting, and him answering every question we had(and there were a lot) we were certain we wanted to move forward with investments and life insurance. I take pride in my reachability with my business and Rob is just the same! Always just a call or even text away to answer any questions or help navigate something we didn’t understand! I highly recommend him for everything Solomon financial has to offer.