Financial Consultants in Pandosy, Kelowna, BC with e-mail, opening times
Find accurate info on the best financial consultants in Pandosy, Kelowna. Get reviews and contact details for each business, including phone number, address, opening hours, promotions and other information.
Showing results: 1 - 3 out of 3
Showing results: 1 - 3 out of 3
Results from the 'Financial Consultants' category in Pandosy, Kelowna
Open now
448 West Avenue, Kelowna, V1Y 4Z2
778-940-4200
Aura Wealth Management (AWM) creates bespoke wealth management strategies using sophisticated investment techniques for business owners, professionals and their families. With Raymond James Ltd. and Raymond James (USA) Ltd., AWM also provides solutions for Canadians, Americans, and dual-citizens with cross-border investment and financial planning needs. The AWM team has over 50 years of combined experience. 
Closed now
550 West Ave #221, Kelowna, V1Y 4Z4
(250) 712-1131
Lakeside Financial Planning received numerous praises from customers for their exceptional financial consultants, specifically Darcy. He takes time to understand clients' needs, offers various insurance and investment options, and listens attentively to their preferences. The company prides itself on providing a wide range of services, including sustainable and responsible investing, behavioural cash-flow planning, and long-term financial planning. Customers also appreciate the free parking and convenient location. Overall, clients describe Lakeside Financial Planning as a highly professional and helpful organization. 
Closed now
3017 Tutt Street, Kelowna, V1Y 2H4
(250) 861-4481
Exchanges, Retirement & Financial Planning, Investment Consultation & Advice, Investing Service, Finances et Légal, Security & Commodity Brokers, Finance, Investment service, Retraite et Planification financière, Investment advice, Insurance, Real Estate, Dealers, Planificateurs financiers, Financial Planners, Financial Planning