Financial Services in Wilden, Kelowna, BC
Find accurate info on the best financial services in Wilden, Kelowna. Get reviews and contact details for each business, including phone number, address, opening hours, promotions and other information.
Showing results: 1 - 1 out of 1
Showing results: 1 - 1 out of 1
Results from the 'Financial Services' category in Wilden, Kelowna
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118 Red Sky Ct, Kelowna, V1V 3G4
2503004845
Introducing Mobile Mortgage Advisor Bonnie Thorlakson - Your Personal Financial Expert on the Move! With over 20 years of experience in finance, Bonnie Thorlakson is a seasoned professional who brings unparalleled knowledge and expertise to her clients. As a mobile mortgage advisor, Bonnie goes above and beyond to provide her clients with exactly what they need, offering the best rates possible to meet their specific needs and requirements. Specializing in three main financial tools, Bonnie's primary products include new home mortgages, refinancing existing mortgages, and mortgage pre-approvals. Whether you're a first-time homebuyer looking for your dream home, a homeowner looking to refinance your existing mortgage, or just curious as to what you may qualify for, Bonnies got you. One of the best parts of working with Bonnie is the convenience she offers. She’s mobile, she comes to you, saving you time and effort. You can trust her to provide you with trusted advice from a name you can rely on. Bonnie's commitment to ensuring you receive the absolute best value for your time and money is her advantage and your benefit. Don't hesitate to get started with Bonnie Thorlakson. A simple call or text to (250)-300-4845 is all it takes to take the first step toward achieving your financial goals. Let Bonnie be your go-to mobile mortgage advisor, providing you with top-notch financial toolsets and personalized service that you can count on. Nearby results from the Financial Services category
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500 - 1982 Kane Road, Kelowna, V1V 3C4
Credit Unions, Financial Planning, Credit Union 
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385 Glenmore Rd, Unit 201, Kelowna, V1V 2J9
(250) 448-1988
Financial Service 
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810 Clement Ave #213, Kelowna, V1Y 0J7
(250) 868-3328
Purchasing a home is the single largest investment most of us will make in our lifetimes. As licensed Mortgage Brokers, our role is to assist you in making good decisions on how you finance your home both at the time of purchase and also down the road when it’s time to renew or refinance. All lenders are not created equal; we understand what makes them different and we recommend the mortgage solutions best suited to your needs. Rates are always important and at Bluetree we provide you with discounted rates from most major enders including banks, credit unions and trust companies. Once we have your application ready we present you with the best options, obtain your approval and coordinate the paperwork on your behalf. Best of all, the service is FREE. 
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206 - 1353 Ellis Street, Kelowna, V1Y 1Z9
(250) 763-4660
PMF Chartered Accountants Inc. (formerly Peter McFadden Inc.) was established in Kelowna, BC at the home of Peter McFadden. The home based business quickly grew by client referrals and by 2003, we had moved to an office space downtown. Our 20 professional and support staff work in our renovated heritage office which was designed to reflect the essence of our company; it is a testament to our committment to constantly strive for excellence while providing the best possbile service to our clients. 
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460 Doyle Avenue, Kelowna, V1Y 0C2
BDC is the only bank devoted exclusively to entrepreneurs. Our business centre’s mission is to help create and develop strong businesses in Kelowna through business loans, advisory services and indirect financing. 
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2453 HWY 97 N, Kelowna, V1X 4J0
post office, mailing services, shipping services 
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678 Bernard Avenue, Kelowna, V1Y 6P3
+1 250-869-8300
With a branch in Kelowna, Interior Savings is a locally-based, community-driven Credit Union. Our motto is "Local Money for Local Good" because we proudly share our profits with our 70, 000+ members and invest in the communities we serve across the Okanagan. Whether it's Business or Personal Banking, Wealth Management or Mortgages, our friendly financial experts will help you manage your finances, buy a home, plan for retirement, invest and so much more. Visit us in branch or call us toll-free at 1-855-220-2580. 
Open now
1447 Ellis Street, Kelowna, V1Y 2A3
(250) 718-3030
Independently owned and operated and headquartered out of Kelowna, BC, Peters Wealth Management has over 20 years of experience serving Kelowna and communities throughout Western Canada. Peters Wealth Management is a fully licensed boutique financial advisory firm dedicated to your success by providing access to three world-class wealth management services, insurance brokerage se, and a leading-edge digital platform. Our team provides customized Wealth Management, Insurance, Tax, Retirement, Intergenerational Wealth Transfer Strategies, Estate, and Succession Strategies. Leading the way, building relationships, dedicated to your success in life. PLEASE NOTE THAT WE ARE NOT AFFILIATED WITH ANY OTHER FIRM UTILIZING "PETERS WEALTH MANAGEMENT." 
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2670 Enterprise Way, UNIT 23, Kelowna, V1X 7J6
Financial Service, Car Dealership, Car finance and loan company, Car dealer 
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654 Bernard Avenue, Kelowna, V1Y 6P3
+1 250-469-6500
While the office is not open to walk-in traffic, commercial services are still available by phone. With a local branch in Kelowna, Interior Savings is a community-driven Credit Union. We offer a full suite of commercial services and in-house business experts who understand the local economy and the challenges you face. Our business is helping your business succeed. Visit a branch or call us at (250) 469-6500 to learn more. 
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1455 Ellis St #200, Kelowna, V1Y 2A3
(250) 860-6494
Financial Service, Financial consultant 
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1499 St Paul St, Suite 1000, Kelowna, V1Y 9R9
(250) 979-2709
Our experienced team understands the stewardship required to prudently invest significant assets. As your partner, we craft solutions using our expertise and prudent management approach. For years we’ve offered individuals and institutions alike a higher degree of strategic thinking designed to discover new opportunities and help you achieve success. Our robust capabilities cover all aspects of investment management, from investment research to strategy and oversight. Everything you need to raise the bar when it comes to your financial affairs. 
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1634 Harvey Ave #222, Kelowna, V1Y 6K9
(778) 478-2188
Tax Preparation, Tax preparation service 
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1658 Commerce Avenue, Suite 203, Kelowna, V1X 8A9
(778) 478-0267
Investment service, Financial Planner, investing service, insurance broker, Financial Services, Financial Planning, Bank 
Benewealth's financial consultants are praised for their expertise, professionalism, and dedication to their clients' best interests. They provide personalized and timely advice, helping customers achieve their financial goals and build their portfolios. Open lines of communication and prompt response times enable effective financial adjustments. The team's caring and knowledgeable approach has resulted in strong client relationships and high satisfaction. 
Open now
2-537 Bernard Ave, Kelowna, V1Y 6N9
(250) 448-1968
Financial Service, Insurance broker, Investing Service, Investment service, Insurance agency