Financial Consultants in Shannon Lake, West Kelowna, BC
Find accurate info on the best financial consultants in Shannon Lake, West 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 Consultants' category in Shannon Lake, West Kelowna
Nearby results from the Financial Consultants category
Closed now
3500 Carrington Rd #202, Westbank, V4T 3C1
(250) 768-5253
501 2330 Highway 97 S, West Kelowna, V4T 2P3
(250) 769-8120
To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you. 
Closed now
#364-2300 Carrington Road, West Kelowna, V4T 2N6
(250) 707-5209
Closed now
#5 – 2448 Main St, West Kelowna, V4T 2S7
Based in West Kelowna, BC, J.P. Financial Inc. has been providing nationwide customized Merchant Services Financing and Personal Loans for over 11 years. Our strength lies with a seasoned team dedicated to providing the highest level of personalized client service & efficient turnaround time. Please feel free to give us a call to discuss how we can put our team to work for your financing solutions. 
Closed now
1835 Nancy Way Ct, Kelowna, V1Z 4C1
(250) 575-9339
Financial Planner, Tax preparation service, Bookkeeping service, Accountant 
Closed now
214 – 3030 Pandosy Street, Kelowna, V1Y 0C4
(236) 420-4090
473 West Ave, Kelowna, V1Y 4Z3
(250) 862-8009
Finance, Insurance, Security Brokers & Dealers, Retraite et Planification financière, Dealers, Security & Commodity Brokers, Finances et Légal, Planificateurs financiers, Exchanges, Retirement & Financial Planning, Financial Planners, Security brokers and dealers, Real Estate, Financial Planner 
Closed now
9-3151 Lakeshore Rd, Kelowna, V1W 3S9
(250) 872-1900
Financial Planner 
210-347 Leon Ave, Kelowna, V1Y 8C7
(250) 764-7053
Financial consultant 
Closed now
595 K. L. O. Road, Kelowna, V1Y 8E7
+1 250-763-8144
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. 
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. 
