Rockmoor Wealth Management - Nanaimo, British Columbia

Rockmoor Wealth Management est une entreprise spécialisée dans la gestion de la richesse, offrant des services tels que conseiller financier, courtier d'assurances, société d'investissement, conseil en investissement, et compagnie d'assurance-vie. Vous pouvez les trouver à l'adresse 5160 Dublin Way #204, Nanaimo, BC V9T 0H2, Canada, avec le numéro de téléphone 2506180386. Leur site web est rockmoorwealth.com.

L'entreprise dispose de caractéristiques telles que des rendez-vous en ligne, des services sur place, une entrée accessible en fauteuil roulant, un parking accessible en fauteuil roulant, des toilettes accessibles en fauteuil roulant, et des toilettes. Ils ont également une note moyenne de 5/5 sur la base de 27 avis sur Google My Business.

En ce qui concerne leur emplacement, Rockmoor Wealth Management est situé dans un endroit pratique à Nanaimo, en Colombie-Britannique. Leur emplacement est facilement accessible en voiture ou en transport en commun, avec un parking accessible en fauteuil roulant disponible pour les clients qui en ont besoin.

Si vous cherchez des conseils financiers, des assurances ou des services d'investissement, Rockmoor Wealth Management est une excellente option. Leurs spécialités comprennent la gestion de la richesse, les investissements, les assurances et la planification financière. Ils offrent des conseils personnalisés pour aider les individus et les familles à atteindre leurs objectifs financiers.

En ce qui concerne leur site web, il est facile à naviguer et fournit des informations détaillées sur les services offerts par l'entreprise. Le site web comprend également une section de FAQ pour répondre aux questions fréquemment posées. Vous pouvez également prendre rendez-vous en ligne pour une consultation.

En ce qui concerne les opinions, Rockmoor Wealth Management a une note moyenne de 5/5 sur la base de 27 avis sur Google My Business. Les clients ont noté l'excellent service à la clientèle, les conseils financiers utiles et la facilité de faire des affaires avec l'entreprise.

Avis de Rockmoor Wealth Management

Bryan Bare

5/5

David has helped me make some great financial decisions for years now and has always provided me great service. I trust him with my future and my kids future. I look forward to continuing to work with David for many years to come. I highly recommend David to everyone!

Deon Gregoire

5/5

Dave and the team at Rockmoor are fantastic. They genuinely care about your investments and will guide through the process with ease. Their wealth of knowledge is unmatched, highly recommend!

Jason Waddell

5/5

David provides excellent service, thorough investment knowledge, and a complete commitment to his clients. When I brought an extended family connection to David to deal with the proceeds of a very important transaction, he and his team delivered clear, sound advice for a long term plan. I can’t thank him enough for putting my mind at ease in knowing that my family has been taken care of!

Baylee Justine

5/5

Great experience with Rockmoor Wealth! David listened to my financial and life goals, provided me with tailored advice based on my needs and took his time explaining the WHY behind his advice. I left his office feeling educated and confident about my future. Anyone looking to invest should reach out to David LeNeveu.

Joe Foglia

5/5

David & the Team at Rockmoor have been phenomenal for myself and our family with all of our insurance needs and financial advice. Within minutes of meeting David the first time, he taught us key points about annual insurance insurance payments saving us more than 8-12% interest that we had no idea about from a previous advisor for 10yrs.
Very knowledgable, professional & truly wants what's best for his clients.

Dan Morison

5/5

David was easy to talk to, explained everything down to the detail with examples and scenarios, and provided advice and guidance to simplify the currently overcomplicated day to day personal and business dealings. I left with more knowledge about my finances and felt comfortable with obtainable goals and a plan going forward to update and amalgamate my accounts and policies.
Highly recommend!

Pete Christou

5/5

I recently had the opportunity to sit down with David and discuss some important decisions regarding my future, investments and insurance policies. Was very pleased in the service and knowledge with the whole Rockmoor Wealth Management team. Highly recommend

Maggie Bell

5/5

David is very knowledgeable, professional, and friendly. He explains things very thoroughly and would recommend him to anyone who needs financial advice.