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  1. CA
  2. AB
  3. Calgary
Griffith & Associates Financial & Estate Planning Services Ltd.
Griffith & Associates Financial & Estate Planning Services Ltd.
Griffith & Associates Financial & Estate Planning Services Ltd.

Griffith & Associates Financial & Estate Planning Services Ltd.

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1918 Kensington Rd NW Unit 350, Calgary, AB T2N 3R5, Canada Get Directions
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ABOUT   Services Excellence Summary

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.

 

SUMMARY   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.

 

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recommend (4)
very impressed (2)
strongly recomme ... (1)
extremely knowle ... (1)
very passionate (1)
very personable (1)
great experience ... (1)
very friendly (1)
knowledgeable st ... (1)
friendly and kno ... (1)
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Griffith & Associates Financial & Estate Planning Services Ltd. Reviews: 25. Average Rating: 4.9

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