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Review Keywords Analysis

CA / AB / Calgary
Langford Financial Inc. photo
Langford Financial Inc. photo
Langford Financial Inc. photo
Langford Financial Inc. photo
Langford Financial Inc. photo

Langford Financial Inc.

Address: 700 2 St SW 19th Floor, Calgary, AB T2P 2W2, Canada Get Directions

Services & pricing

Average price range
ServiceDetailsPrice
Retirement Planning Individual Retirement Strategy $200 - $300 Call to Book
Retirement Income Planning $150 - $250 Call to Book
Retirement Portfolio Management $300 - $500 Call to Book
Tax Planning Tax Efficiency Strategies $150 - $250 Call to Book
Income Tax Preparation $200 - $400 Call to Book
Tax Credit Maximization $100 - $200 Call to Book
Investment Management Investment Portfolio Review $100 - $200 Call to Book
Asset Allocation Strategies $250 - $350 Call to Book
Risk Assessment & Management $150 - $250 Call to Book
Estate Planning Estate Strategy Consultation $200 - $300 Call to Book
Will & Trust Setup $300 - $400 Call to Book
Estate Tax Strategies $150 - $250 Call to Book
Financial Workshops Retirement Planning Workshops $20 - $50 Call to Book
Investment Strategies Seminars $20 - $50 Call to Book
Tax Planning Courses $20 - $50 Call to Book

What people love

From reviews
Knowledgeable staff Personalized financial planning Excellent communication Client care Fair pricing Responsive service Trustworthy advice Tax planning expertise Investment management Workshops and seminars

About this business

We want to help our clients organize their financial matters, allowing them to retire confidently, purposefully, and with peace of mind. We give clients aged 55 and over a discretionary and impartial, fee-only retirement income plan, including tax planning and investment advice. The plan you use will detail retirement income and highlight the best way to tax that income. Combining tax and investment planning helps you save more money and spend it wisely. We also offer an All-inclusive Full Service Model for clients who require an advisor to manage their portfolios and provide ongoing help.

Reviews Summary

The reviews share a common theme of customer satisfaction with Langford Financial. Willis and Nancy are commended for their financial advice, in particular on retirement planning. They are seen as very knowledgeable, up-to-date with changing markets, attentive to clients and easy to work with. They are seen as not pushy or aggressively selling any products, and this approach is appreciated by the clients. Willis is described as a non-biased, very understanding person who takes time to inform the client and provide options for financial decisions. When financial standing and future plans were reviewed, the clients were more confident and happy. They recommend the service due to the strong commitment to customers as shown by how they talk to clients about their concerns. One customer even emphasizes that they plan to contact the company for future financial planning. The family is happy. The reviews also offer some insight into the importance of finding a financial planner who makes you feel comfortable and confident, and emphasize how Langford Financial has made the clients feel at the right choice. Additional Information is obtained.

Frequently asked questions

7 questions
What do Langford Financial Inc. clients say about the work?
Clients frequently praise Willis and Nancy for their extensive knowledge, personalized service, and responsiveness. Many highlight their ability to simplify complex financial concepts and appreciate the ongoing support provided, especially during retirement planning.
What services does Langford Financial Inc. offer for retirement planning?
They provide Retirement Planning services including Individual Retirement Strategy, Retirement Income Planning, and Retirement Portfolio Management. Additionally, they offer Tax Planning, Investment Management, Estate Planning, and Financial Workshops.
Can I get help with tax planning at Langford Financial Inc.?
Yes, they offer comprehensive Tax Planning services, including Tax Efficiency Strategies, Income Tax Preparation, and Tax Credit Maximization, helping clients optimize their tax situations effectively.
What are the hours of operation for Langford Financial Inc.?
Their hours are as follows: Monday: 9:00 AM - 4:30 PM | Tuesday: 9:00 AM - 4:30 PM | Wednesday: 9:00 AM - 4:30 PM | Thursday: 9:00 AM - 4:30 PM | Friday: 9:00 AM - 1:00 PM | Saturday: Closed | Sunday: Closed.
Does Langford Financial Inc. provide estate planning services?
Yes, they offer Estate Planning services, which include Estate Strategy Consultation, Will & Trust Setup, and Estate Tax Strategies, ensuring clients have comprehensive plans for their assets and wishes.
How does Langford Financial Inc. support clients with investment management?
They provide Investment Management services, including Investment Portfolio Review, Asset Allocation Strategies, and Risk Assessment & Management, aimed at aligning investments with client goals and risk tolerance.
Where is Langford Financial Inc. located?
700 2 St SW 19th Floor, Calgary, AB T2P 2W2, Canada

Location & directions

Calgary, Alberta
Langford Financial Inc.
Wealth Management Companies
Address
700 2 St SW 19th Floor, Calgary, AB T2P 2W2, Canada
Hours
Closed Now
Langford Financial Inc. Reviews · 5.0 average
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