C. Taylor & Associates Private Wealth Management - COLEEN TAYLOR, CFP, CLU, RRC, CHS, EPC - Terrace, British Columbia

C. Taylor & Associates Private Wealth Management - COLEEN TAYLOR, CFP, CLU, RRC, CHS, EPC

C. Taylor & Associates Private Wealth Management, dirigida por la experta Coleen Taylor, es una empresa líder en gestión de patrimonio privado con sede en Terrace, British Columbia, Canadá. Con una amplia experiencia en planificación financiera, Coleen y su equipo están comprometidos en ayudar a sus clientes a alcanzar sus metas financieras a través de soluciones personalizadas y orientadas al futuro.

Ubicación e información de contacto

La oficina de C. Taylor & Associates Private Wealth Management se encuentra en 4635 Lazelle Ave, Terrace, BC V8G 1S8, Canadá, y puede ser fácilmente localizada en el corazón de la ciudad. Su dirección es:
Adresse: 4635 Lazelle Ave, Terrace, BC V8G 1S8, Canada.

Teléfono: 2506350601.

Para más información, visite su página web:
Site web: coleentaylor.ca.

Spécialités et autres données d'intérêt

C. Taylor & Associates Private Wealth Management se distingue por sus spécialités en planificación financiera, ofreciendo un enfoque integral y personalizado para cada cliente. La empresa es accesible para personas en sillas de ruedas, con parking y toilettes adaptados, lo que facilita la accesibilidad para todos los clientes.

Avis et avis moyen

Con 24 avis positivos en Google My Business, C. Taylor & Associates Private Wealth Management goza de una reputación excelente entre sus clientes. El avis moyen de 5/5 atesta la alta satisfacción de sus clientes, quienes elogian la excelencia en servicio, el enfoque personalizado y la capacidad de Coleen y su equipo para responder a todas las preguntas con facilidad. Además, los clientes aprecian la conveniencia de las reuniones virtuales que ofrece la empresa, evitando viajar.

Los clientes agradecen estar asociados con Coleen y la empresa, destacando la gran experiencia en reuniones virtuales y la respuesta efectiva a sus preguntas. La empresa está comprometida en construir relaciones duraderas con sus clientes, trabajando mano a mano para lograr sus objetivos financieros.

👍 Avis de C. Taylor & Associates Private Wealth Management - COLEEN TAYLOR, CFP, CLU, RRC, CHS, EPC

Kelly J.

5/5

Had a great meeting with Coleen and her team. I was hesitate about doing the virtual meeting but it was easy to do. Great to have a meeting without having to travel! Coleen then had everything at her fingertips to answer our questions. We are thankful to be with Coleen and IG!

Uli T.

5/5

We have been with Investors Group for about 30 years now and 20 of those years have been with C Taylor & Associates. The service they provide has been second to none. Even though we now live in another community, we meet virtually and our meetings are always very informative filled with good advice. We have dealt with other financial advisors and other investment companies in the past, we can honestly say C.Taylor & Associates have been the best by far.
Thank you for the many years of outstanding service.

Connie

5/5

We had a great meeting with Coleen. She explains everything very well. Pleasant to talk to. Happy to have her looking after our investments.

Jane B.

5/5

I am very happy with all my interactions with Coleen and her team. I feel I, and my investments, are in good hands.
She takes good care of me and I appreciate her advice and expertise.

Dave M.

5/5

An insightful and productive meeting with Ms. Taylor today.
Ms. Taylor's expertise and thoughtful approach made all the difference in helping me better understand my financial goals and the steps we need to take moving forward.

Janice S.

5/5

Had a meeting with Coleen today and as always we left feeling that our investments are so well looked after. Coleen is always professional and patient as she explains everything to us. Thank you for all you do Coleen and team.

Zania-Fleure M.

5/5

I have had the pleasure of doing business with Coleen for several years now, and during this time, I have come to call her more than my financial advisor but also a friend and I couldn't be more pleased with all the help and support she and her associates have shown me over the years.
I will happily keep doing business with C. Taylor & Associates, as I could not imagine getting better service anywhere else.
I will recommend them any time to everyone who is looking for a great wealth management service.
You are the best, hands down!

John C.

5/5

Very satisfied with the management and results of my investments over the last 20 years. In a world where trustworthiness and service is hard to find C Taylor excels.
John C.