Financial Consultants in Palmer, Burlington, ON

Results from the 'Financial Consultants' category in Palmer, Burlington

Bold Barrel Financial - Kevin Schuster

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1357 Majestic Drive, Burlington, L7M 1G4

(519) 362-0468

In 2013, I was working in furniture sales. As I was helping a client pick their delivery date for some furniture I had just sold them, I found myself at odds with my job. I was happy to have helped them find what they were looking for, but in our conversation, it was evident that their choices were a little above their price range. I knew that their choices were about to put them into debt, and I wasn't comfortable with that. Within 6 months from that time, I found myself changing careers. I knew I enjoyed problem solving, I knew I enjoyed working with numbers, but above all I knew I wanted to help people. That's how I became a financial planner. As my client base grew, it became evident that I was focusing on two groups of people - retirees and real estate agents. With that knowledge, I began focusing my training on those groups to better plan for them.

Bold Barrel Financial's financial consultants, specifically Kevin Schuster, are highly experienced, knowledgeable, and committed to their clients. They tailor financial plans to individual needs, providing expert advice on various investment options, including education savings plans and retirement plans. Bold Barrel Financial is dedicated to helping clients make smart financial decisions and build a secure future.

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