Kramer Wealth Management - Petawawa, Ontario

Kramer Wealth Management est une entreprise spécialisée dans la gestion de patrimoine, située à une adresse pratique et accessible aux personnes à mobilité réduite : 22 Cardinal Crescent, Petawawa, ON K8H 3N9, Canada. Leur numéro de téléphone est le 6134014714, et leur site web est kramerwealth.ca.

Cette entreprise offre une variété de services financiers, tels que des conseils en matière de placement, des assurances-vie et des mutuelles de santé. Les clients peuvent être assurés que Kramer Wealth Management dispose d'une équipe d'experts dévoués à les aider à atteindre leurs objectifs financiers.

L'entreprise dispose d'installations spécialement conçues pour les personnes à mobilité réduite, y compris des entrées, des places de stationnement et des toilettes accessibles en fauteuil roulant. Cela démontre l'engagement de Kramer Wealth Management envers l'accessibilité et l'inclusion de tous les clients.

Sur Google My Business, Kramer Wealth Management a reçu neuf avis, avec une note moyenne de 4,9/5. Les commentaires positifs mentionnent la compétence, la gentillesse et la disponibilité du personnel, ainsi que la qualité des services financiers offerts.

Avis de Kramer Wealth Management

Barbara Leigh Williamson

5/5

Paul is an amazing financial adviser. His skill and expertise has directly contributed to significant growth in my portfolio. Whenever I have any issues or questions, my needs are quickly and efficiently met. I would highly recommend Paul for all of your investment needs.

Lynn M

5/5

I have known Paul for 20 years. He is very knowledgeable, professional & a pleasure to work with. More importantly, I trust him 100%.

Ed Fick

5/5

Paul has been my financial planner for about ten years now and I think it is so important to deal with someone who is independent like he is and matches your investment needs with a suitable financial product. So much better than dealing with someone from a financial institution where they are trying to sell you their particular product whether it suits your needs or not. Plus he answers his phone when you call him, no waiting three days for a call back.

Tom Maebrae

5/5

I had the pleasure of dealing with Kramer Wealth Management within the last 6 months. Paul provided exceptional and knowledgeable advice regarding my wife's and my RRSP investment strategies. The followup of details for our investments was as expected, and, he is responsive to as many questions as are needed to feel comfortable with investing in these uncertain times. I highly recommend Kramer Wealth Management for your financial planning needs.

Connie Tabbert

4/5

Paul has a wealth of knowledge regarding financial matters. I'm a rookie investor and he takes the time to answer my questions.

Wendy W

5/5

Paul is a very knowledgeable advisor and really makes you feel comfortable! Being from a small town, having that personal touch really stands out!

Cindy Gale

5/5

I've been a client of Paul's for 10+ years now and am extremely satisfied with his professionalism managing my portfolio

Gavin Muncy

5/5

Really lovely people. A pleasure to talk to and a pleasure to deal with.