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CA / AB / Calgary
Griffith & Associates Financial & Estate Planning Services Ltd. photo
Griffith & Associates Financial & Estate Planning Services Ltd. photo

Griffith & Associates Financial & Estate Planning Services Ltd.

Address: 1918 Kensington Rd NW Unit 350, Calgary, AB T2N 3R5, Canada Get Directions

Services & pricing

Average price range
ServiceDetailsPrice
Financial Planning Retirement Planning $100 - $300
Investment Strategy Development $200 - $500
Insurance Needs Analysis $150 - $400
Wealth Management Portfolio Management $300 - $800
Tax Optimization $200 - $600
Estate Planning $250 - $700
Insurance Services Life Insurance $50 - $300
Disability Insurance $75 - $225
Long-Term Care Insurance $100 - $400
Financial Consultation Initial Consultation $50 - $150
Follow-Up Consultation $75 - $200
Ongoing Advisory Services $100 - $300

What people love

From reviews
Knowledgeable staff Thorough analysis Friendly team Efficient service Personalized advice Prompt attention Strong portfolio Stable guidance Good information Meticulous attention

About this business

For Griffith & Associates Financial & Estate Planning Services Ltd., Since its founding, Griffith & Associates Financial & Estate Planning Services Ltd. (Griffith & Associates) has provided financial and estate planning services to Calgary families and businesses. Griffith & Associates has expert professionals with a wealth of financial acumen and knowledge into personal and business planning over 14 years. The clients' financial plans are executed through a team approach, working with clients' other professionals to produce the most effective and efficient financial strategies. Griffith & Associates is the firm's biggest asset. Griffith & Associates is under contract with Sun Life Financial Distributors Canada Inc. and a member firm of Sun Life Financial’s Private Wealth & Estate Planning Group. Through this agreement with Sun Life Financial, Griffith & Associates has access to the best financial tools and technology that is available to provide to clients.

Reviews Summary

Elisabet and Blake both receive outstanding customer satisfaction. Elisabet is commended for her methodical and exemplary organization skills and attentive demeanor, while Blake is praised for being approachable and personable and always finding the time to address all the queries from any individual. Clients' references are about the financial situation which has so far greatly improved due to his attentive guidance and advice and the fact that he not only appreciates the value of setting aside time to talk about personal issues, but it also ensures that his staff offer the critical information needed so that all decisions related to an organization are thoroughly informed and rely on the appropriate solutions. The excellent behavior at Blake and Griffith Team will keep you engaged and put you at ease with the team, enjoying visiting them, and you will be sure that you have an expert who can handle your situation in the best way, making his customers like him and his staff even more. Indeed, the general consensus is an open recommendation that can help anyone get their financial situation under control and have a supportive team that cares for them without them worrying much. This is the kind of place where you feel at peace and take the active steps needed.

Frequently asked questions

6 questions
What do Griffith & Associates Financial & Estate Planning Services Ltd. clients say about the work?
Clients frequently praise the team's thoroughness, knowledge, and personal approach. Reviewers highlight the professionalism of staff like Blake and Elisabet, noting their ability to explain complex topics clearly and the team's attentiveness to client needs.
Does Griffith & Associates offer financial planning services in Calgary?
Yes, they provide comprehensive financial planning services, including Retirement Planning, Investment Strategy Development, and Insurance Needs Analysis, ensuring clients receive tailored strategies for their financial goals.
Can I get a consultation with Griffith & Associates, and what do clients think about it?
Yes, they offer Initial and Follow-Up Consultations. Clients appreciate the friendly and helpful nature of the team, often mentioning that meetings are informative and conducted in a timely manner.
What kind of wealth management services does Griffith & Associates provide?
They offer a range of wealth management services, including Portfolio Management, Tax Optimization, and Estate Planning, designed to help clients effectively manage and grow their wealth.
What financial consultation services are available at Griffith & Associates?
They offer Initial Consultations, Follow-Up Consultations, and Ongoing Advisory Services, ensuring clients receive continuous support and guidance tailored to their financial needs.
Where is Griffith & Associates Financial & Estate Planning Services Ltd. located?
1918 Kensington Rd NW Unit 350, Calgary, AB T2N 3R5, Canada

Location & directions

Calgary, Alberta
Griffith & Associates Financial & Estate Planning Services Ltd.
Financial Consultant
Address
1918 Kensington Rd NW Unit 350, Calgary, AB T2N 3R5, Canada
Hours
Closed Now
Griffith & Associates Financial & Estate Planning Services Ltd. Reviews · 4.9 average
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