Precision Wealth Management - Parksville, British Columbia

Precision Wealth Management : Un Conseiller Financier de Confiance à Parksville, en Colombie-Britannique

Precision Wealth Management est une entreprise située au 147 Harrison Ave, Parksville, BC V9P 2H7, Canada. C'est une entreprise spécialisée dans les services de conseiller financier. Vous pouvez les contacter par téléphone au 2509540247 ou visiter leur site web precisionwealth.ca.

Spécialités et Services

• Conseiller financier

Autres Données d'Intérêt

• Rendez-vous en ligne
• Entrée accessible en fauteuil roulant
• Parking accessible en fauteuil roulant
• Places assises accessibles en fauteuil roulant
• Toilettes accessibles en fauteuil roulant
• Toilettes
• Rendez-vous recommandés
• Parking gratuit dans la rue

Avis et Opinions

L'entreprise Precision Wealth Management a reçu 7 avis sur Google My Business, pour un avis moyen de 5/5. Les avis positifs soulignent la professionalité, la connaissance approfondie et la disponibilité du conseiller financier Christopher Briggs. Il est mentionné que l'équipe a mis en place avec succès la planification financière de clients, et que l'on recommanderait sans hésiter tant l'entreprise que Christopher Briggs.

👍 Avis de Precision Wealth Management

Neil A.

5/5

Very professionnel

Diane C.

5/5

Christopher Briggs is very knowledgable and professional in all aspects of financial/estate planning and investing. I appreciate the time he took with me to get all my financial planning in great order!!! I would not hesitate to recommend both he and his firm ...
Thanks Chris!!

Jonathan R.

5/5

I have been beyond impressed with how my investments have performed over the past 5 years under the guidance of James McInnis. He was a great friend long before he ever became my "Money Guy". Even when times are tough in the market, we still always seem to be growing my investments. These people know what they are doing. HIGHLY recommended for your money management needs - and beyond.

August L.

5/5

Christopher Briggs gets to know what you want for your future and help you get there.
Everyone at Precision Wealth is professional and friendly .
Thank you Chris and Leanne .

Jennifer C.

5/5

Such a fantastic team, offering a great depth of knowledge and experience. With advisors across multiple provinces, Precision can take care of your wealth management needs!

dini C.

5/5

Christopher Briggs is professional and knowledgeable. He is well prepared with questions, thoughts and suggestions regarding financial planning. I would, and have recommended him many times to others.

Gary I.

5/5

Very professional. Great to deal with! Highly recommend this firm.