World Financial Group (WFG) - Duncan, British Columbia

Le World Financial Group (WFG), situé à 255 Ingram St #101, Duncan, BC V9L 1P3, Canada. est un excellent choix pour tous vos besoins en matière de conseils financiers et d'assurance. Leur équipe professionnelle et expérimentée est déterminée à vous fournir des solutions sur mesure pour répondre à vos objectifs financiers.

Leurs principales spécialités comprennent le conseil financier et l'agence d'assurance. Leur expertise comprend la planification financière, la gestion des investissements, la planification de la retraite, l'assurance-vie, l'assurance maladie et plus encore. Grâce à leur approche centrée sur le client, l'équipe de WFG est en mesure de comprendre vos besoins uniques et de créer des stratégies financières personnalisées.

Le WFG offre des rendez-vous en ligne, ce qui le rend très pratique pour les clients occupés. Vous pouvez facilement planifier votre rendez-vous en ligne pour discuter de vos besoins financiers sans avoir à vous déplacer. Ils offrent également des services sur place pour ceux qui préfèrent une rencontre en personne. Leur bureau est accessible en fauteuil roulant, avec un stationnement et des toilettes adaptés à cet effet.

Les avis des clients sur Google My Business sont très positifs, avec un avis moyen de 4.7/5 sur la base de 23 avis. Les clients apprécient particulièrement la patience, la compétence et l'approche personnalisée de l'équipe du WFG.

Avis de World Financial Group (WFG)

Lloyd Nazareth

5/5

I have nothing but positive remarks about Jacquie and her team. I have always felt welcomed and encouraged to do better and be better. Very comfortable environment and incredible client/customer service. My wife and myself will continue to support and welcome to learn more from Jacquie and her team!

Tyrell Shepherd

5/5

Getting to know Jacquie and her team personally has been such a blessing in our life. Her experience, attention to detail and genuine passion for people is evident in every conversation I’ve had with her. Highly recommend anyone in the area to meet with her if you’re looking for a genuine passionate person to assist you in your future planning!

Archer Roxane

5/5

I have known Jacquie for several years and love her energy and passion for helping and making a difference. I have the highest respect for all she does. If you are looking for impact in your life or a financial change, this is the office in Duncan to visit.

Trapper Goldsmith

5/5

Jacquie and her team are such an incredible group. Their passion to help people, do what's right for the consumer and truly care about their clients will always be a value in this industry. Great job!

Sledz

5/5

So proud to know Jacquie and her team in Duncan! They spearheaded the growth of a new office so they could expand helping more people. They are positive, energetic & always willing to help. THANKS for a great experience ?

CV Busch

5/5

One thing that stood out about Jacquie and her agents was the energy! They were excited and i could really get a sense that they actually cared about the clients and took the time to explain different concepts that we were never taught before. Would highly recommend Jacquie and this office to anyone.

Pauline McInnes

5/5

This office has been instrumental in the growth of our business and as well for our licensed agents to be able to develop themselves in the Finance Industry. Thank you Jacquie, Peter and team for your continual dedication, passion and support you bring to helping us all become better ?

Jason Tremel

5/5

Most amazing company!
They are truly world class and Jackie is a beautiful soul and great person.
The company helped me become debt-free and grow an amazing retirement plan. Nothing but love and good energy here.