Bell Financial Inc. - Aurora, Ontario

Bell Financial Inc. est une entreprise spécialisée dans la planification financière, l'agence d'assurance, la banque d'investissement, la société d'investissement, le conseil en investissement, la compagnie d'assurance-vie et la banque d'épargne. Elle est située à l'adresse suivante: 15165 Yonge St Suite 201, Aurora, ON L4G 1M1, Canada. Vous pouvez les contacter par téléphone au 9057133765 ou visiter leur site web à l'adresse bellfinancial.ca.

L'entreprise propose une gamme de services financiers pour répondre aux besoins de ses clients. Elle offre une planification financière personnalisée pour aider les particuliers et les familles à atteindre leurs objectifs financiers à long terme. En tant qu'agence d'assurance, elle fournit des solutions d'assurance-vie et d'assurance santé pour protéger les clients contre les risques financiers imprévus. En tant que banque d'investissement et société d'investissement, elle aide les clients à gérer leur patrimoine et à maximiser leurs rendements.

Bell Financial Inc. se distingue par son engagement à offrir un service personnalisé et professionnel à ses clients. Elle prend le temps d'écouter les besoins et les objectifs de chaque client pour élaborer des stratégies d'investissement et de planification financière sur mesure. L'entreprise s'engage à fournir des conseils impartiaux et objectifs pour aider les clients à prendre des décisions financières éclairées.

L'entreprise est également accessible aux personnes à mobilité réduite. Elle dispose d'un parking pour personnes à mobilité réduite, d'une entrée pour personnes à mobilité réduite et des toilettes pour personnes à mobilité réduite. Des rendez-vous sont recommandés pour garantir un service personnalisé et efficient.

Bell Financial Inc. a reçu 19 avis sur Google My Business, avec une moyenne de 4.8/5. Les clients apprécient son service personnalisé et professionnel, ainsi que la qualité de ses conseils en matière de planification financière et d'investissement.

👍 Avis de Bell Financial Inc.

Ruth B.

5/5

I have been with Bell Financial for about 25 years and I have been very happy with the service, advice, and results of working with them. They are always happy to help and serve and I believe they act in my best interest. Working with them has actually changed my life - the tools they have access to allow me to understand how my finances will unfold. Working with them allowed me to retire earlier than I thought I might have. I perceive Bill has fostered an attitude of excellent customer service as he has built this business. I would not hesitate to recommend this business to a friend looking for a financial planner.

KI Z.

4/5

Johnathan was knowledgeable and patient with my questions. His explanation for financial terms was simple enough for my understanding.
What I'd also like to be informed of, is other financial planning paths which probably wouldn't fit into one hour consultation.

Deandra B.

5/5

I've loved working with the entire Bell Financial team. Everyone in the office is so friendly and have been more then helpful and always professional. Jon is an excellent financial planner and has always been a pleasure to meet with! We are so pleased with our financial results and the fantastic experience with Bell Financial has been a bonus.

Heidi M.

5/5

We have been with Bell Financial for 13 years and have been extremely happy with Bill, Jon, Wendy, Gloria, Sonia and the rest of the fabulous team. They are so helpful and always go above and beyond. We have received great advice over the years and we know we are in great hands for the years to come!

Debbie &. B. H.

5/5

We’ve been working with Bill for eleven years now. His professional and personable style resonated with us from our first meeting. He spent time getting to understand us beyond just our financial status, and created a complete picture for us on our whole retirement. His support organization is superb - just a phone call on any issue gets answers and follow up and confirmation of activities is excellent - especially appreciated when we travel.

Susan H.

5/5

When we first met Bill, about 20 years ago, we had 4 young children and we were looking for how to save for their futures but we found a genuine partner in our overall financial planning. I think the thing that makes me the most happy is the fact that I never have to think about money. I feel confident that Bill and his team are looking after us and that gives me time to enjoy the life we have built.

Anne P.

4/5

Bill has been our financial planning guru since 2004. We have had great service from his and his whole team throughout the years. They are prompt, courteous and ever willing to help. Bill and his firm have managed our portfolio well.

Jenna C.

5/5

We used Bell Financial to purchase life insurance. Jon walked us through the process and made sure we understood our needs and felt comfortable making good decisions for our family. It was a great experience and I would definitely work with them again.