Optimize Wealth Management | Don Carey Financial - Sarnia, Ontario

👍 Avis 📌 Carte ℹ️ Informations ⏰ Horaires

Adresse: 805 N Christina St N #204, Sarnia, ON N7V 1X6, Canada.
Téléphone: 5193360841.
Site web: doncareyfinancial.com
Spécialités: Conseiller financier, Courtier en placement financier, Courtier d'assurances.
Autres données d'intérêt: Services sur place, Entrée accessible en fauteuil roulant, Parking accessible en fauteuil roulant.
Avis : Cette entreprise a 12 avis sur Google My Business.
Avis moyen: 5/5.

📌 Emplacement de Optimize Wealth Management | Don Carey Financial

Optimize Wealth Management | Don Carey Financial 805 N Christina St N #204, Sarnia, ON N7V 1X6, Canada

☎️5193360841

⏰ Horaires d'ouverture de Optimize Wealth Management | Don Carey Financial

Lundi: 09:00–17:00
Mardi: 09:00–17:00
Mercredi: 09:00–17:00
Jeudi: 09:00–17:00
Vendredi: 09:00–17:00
Samedi: Fermé
Dimanche: Fermé

Optimize Wealth Management | Don Carey Financial

Optimize Wealth Management | Don Carey Financial est une entreprise de gestion de fortune basée au Canada, située à 805 N Christina St N #204, Sarnia, ON N7V 1X6. Avec leur expertise et leur engagement envers les clients, ils offrent une gamme complète de services financiers, y compris la planification financière, l'investissement et l'assurance.

Spécialités:

Conseiller financier
Courtier en placement financier
Courtier d'assurances

Autres données d'intérêt:

Services sur place
Entrée accessible en fauteuil roulant
Parking accessible en fauteuil roulant

Téléphone: 5193360841

Site web: doncareyfinancial.com

Don Carey Financial est connu pour leur approche personnelle et individualisée. Ils travaillent en étroite collaboration avec leurs clients pour comprendre leurs objectifs financiers à long terme et pour les guider vers la réalisation de ces objectifs. Leur équipe a acquis une grande expérience dans plusieurs domaines financiers et est prête à fournir une assistance à tous les clients.

De plus, Optimize Wealth Management | Don Carey Financial est fortement reconnu pour leur service client exceptionnel. Ils sont accueillants et prêts à répondre à toutes les questions et préoccupations de leurs clients. La plupart des avis affirment que le conseiller financier, Don, est très méticuleux, bien informé et patient. Il encourage une communication ouverte et régulière et sa dévouement envers ses clients est ressenti avec chaque interaction.

Avis moyen: 5/5 sur la base de 12 avis sur Google My Business.

👍 Avis de Optimize Wealth Management | Don Carey Financial

Optimize Wealth Management | Don Carey Financial - Sarnia, Ontario

Liza N.

5/5

I highly recommend Don as your financial planner. He is extremely thorough, knowledgeable, and very patient. Don encourages open and regular communication. His dedication to his clients is felt with each interaction.

Jenna C.

5/5

Don Carey is excellent at what he does! He has been managing my portfolio for 3 years now and I’m very happy with the growth I’m seeing. He takes the time to understand your needs and uses his expertise to carefully diversify your portfolio. In addition, his digital services allow us to connect virtually which is major asset as I reside in Quebec. Despite the distance, the personal touch is not lost. I highly recommend and trust Don’s services!

Rachel H.

5/5

I have nothing but positive things to say about my experience working with Don. He helped me navigate my insurance process in a straightforward manner and was extremely reliable, patient, understanding and trustworthy with his advice. 10/10 would recommend working with Don, you won't regret it!

Bill R.

5/5

We have been clients of Don for 22 years. In that time he has built an excellent retirement plan for us, with continued growth.
In addition, he has also provided plans for our grandchildren's education with maximum returns yearly.
Don has simplified the art of retirement/estate planning for the lay person.
On a personnel level, he is professional, knowledgeable at all times, and is always a phone call away when needed.
We would highly recommend Don to anyone starting out on the journey of retirement planning.

Tanya S.

5/5

We have been clients of Don Carey’s for over 10 years and have valued his trusted advice and direction. He is invested in his clients success and future by providing honest advice and feedback. He is very responsive to a clients needs by providing excellent customer service. We would highly recommend Don Carey Financial Services.

Michael S.

5/5

It has been a pleasure working with Don - he has been incredibly kind, helpful, and patient throughout the process of setting up my life insurance policy. I highly recommend working with Don.

David H.

5/5

Don helped me get life and disability insurance to augment my employment benefits coverage. I could not have asked for a better representative.

Don explained the various options to me clearly and succinctly, guided me through the process, provided advice along the way, and even advocated for me to the insurers when we hit some speed bumps in the process.

I will definitely be using Don for all of my insurance needs going forward, and couldn’t recommend his services more highly. Thanks again Don!

Ryan R.

5/5

Don has been an amazing asset to my parents for years. For some strange reason my wife and I went to Craevich first. Sometimes in life you realize a mistake. We then approached Don. Sometimes you make the right move, GREAT RETURNS!