Viner & Selig Wealth Management - New Minas, Nova Scotia

Viner & Selig Wealth Management est une entreprise spécialisée dans le conseil financier, située à Adresse: 8927 Commercial St, New Minas, NS B4N 3E1, Canada.

Cette entreprise est facilement accessible en fauteuil roulant et dispose d'un parking réservé à cet effet. Vous pouvez les contacter par téléphone au Téléphone: 9028376002 ou visiter leur site web à Site web: vinerandselig.ca.

Viner & Selig Wealth Management se démarque par son expertise en matière de gestion de patrimoine et de planification financière. Leur équipe de conseillers financiers compétents et expérimentés est déterminée à aider les particuliers et les familles à atteindre leurs objectifs financiers à long terme.

Ils offrent une gamme complète de services, y compris la planification de la retraite, la gestion des placements, la planification successorale et la planification fiscale. Leur approche personnalisée et leur engagement à fournir des solutions financières adaptées à vos besoins uniques sont ce qui distingue Viner & Selig Wealth Management des autres entreprises de gestion de patrimoine.

Cette entreprise a reçu de nombreux éloges de la part de ses clients, avec un total de 6 avis sur Google My Business et une note moyenne de 5/5. Les clients apprécient leur professionnalisme, leur expertise et leur capacité à fournir des solutions financières sur mesure.

Avis de Viner & Selig Wealth Management

Matt Vidito

5/5

I've been working with Shauna for a couple of years now and really appreciate her approach to advising. Shauna takes the time to really understand your personal situation and provide the pros/cons and tools for me as an individual to make the best decision, based on my comfort level and tolerance. I've never felt "pushed" or "sold" which is rare in this industry. Would certainly recommend!

Kyla boehk

5/5

Shauna is great at her job. She is very knowledgeable and is a pleasure to deal with. I have asked her to look at different scenarios for my retirement - she is great at asking the right questions to ensure she understands what I am looking for and make suggestions that will work for me. I would highly recommend Shauna to anyone that is looking for a financial advisor.

Karen Theriault

5/5

Working with Cindy and Shauna has been such a positive experience. My husband and I had talked so many times over the years about wanting to consult a financial planner but we kept putting it off. When we met Cindy and Shauna, their approach was exactly what we needed to get started. They quickly helped us identify opportunities to realize savings now on things like life insurance and they mapped out a plan for where our money will come from when we retire. Clearly, they know their stuff. But for us, it’s their personal approach that makes all the difference.

Ellen MacIntyre

5/5

Shauna is exactly what we were looking for in a financial planner. She is thorough, highly professional, knowledgeable, and established with us a relationship based on trust. To date, the performance of our investments has exceeded our goals and expectations. I highly recommend her!

Corinne Carey

5/5

Shauna is exactly what I was looking for in a financial planner. Having someone who is trustworthy, professional, and knowledgeable, makes a world of difference when it comes to managing investments and financial planning. Having a strong relationship with a financial planner who understands your needs and delivers results is invaluable.

Stephen MacDonald

5/5

I have really enjoyed working with Shauna and Cindy. They both met with me to review what they offered and to ensure we were a fit to work together. I was very pleased with the customized plan they made for me.