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Review Keywords Analysis

CA / BC / Burnaby
Sarabia Wealth Solutions Ltd photo
Sarabia Wealth Solutions Ltd photo
Sarabia Wealth Solutions Ltd photo
Sarabia Wealth Solutions Ltd photo
Sarabia Wealth Solutions Ltd photo

Sarabia Wealth Solutions Ltd

Address: 610 6th St #255, New Westminster, BC V3L 3C2, Canada Get Directions

Services & pricing

Average price range
ServiceDetailsPrice
Insurance Services Life Insurance $100 - $200 Call to Book
Health Insurance $150 - $300 Call to Book
Auto Insurance $80 - $150 Call to Book
Wealth Management Investment Advisory $200 - $500 Call to Book
Financial Planning $150 - $400 Call to Book
Retirement Planning $100 - $300 Call to Book
Financial Consultation Initial Consultation $50 - $100 Call to Book
Ongoing Financial Advice $100 - $250 Call to Book
Estate Planning Consultation $150 - $300 Call to Book

What people love

From reviews
Professional service Knowledgeable staff Responsive service Personalized advice Client-focused Long-term relationship Financial planning Strong financial foundation Structured approach World class services

About this business

Assisting Lower Mainland of Metro Vancouver (British Columbia) residents from the comfort of their home since 2010, Sarabia Wealth Solutions Ltd offers a range of financial services tailored to meet different individual needs. Our vision is to empower working-class individuals, young families, and small business owners to realize future goals. These goals may include owning a home, creating income-taxed retirement funds, going on vacation, paying off debts, and managing business finances. The most important thing that we do is to help you build a SOUND FINANCIAL FOUNDATION, so you can focus on achieving your goals more confidently.   Located in a busy Uptown New Westminster, BC, our company creates and implements Worry-Free Financial Solutions. We are industry professionals helping Canadians achieve their financial goals. Sarabia Wealth Solutions has helped numerous families secure their future financially, planned retirements, and achieved home ownership. Our expertise and commitment to helping you achieve your goals set us apart as the go-to financial advisory firm in British Columbia.

Reviews Summary

Carlo Sarabia and his team of insurance agents have received exceptional recognition for their professionalism and personalized insurance and financial advisement services. Several clients acknowledge the unique, cordial, and client-focused approach adopted by the team, with specific emphasis on adding a personal touch that reflected in referrals from clients that turned into family. Notably, Carlo, the founding agent, is commended for his financial expertise and generosity, his leadership shows his selfless support for clients. He would intuitively analyse the data presented before him to align with the client's ideal outcome. The reports suggest the extra mile he would go for his clients, with strategic recommendations always in the best interest of the client. Moreover, clients speak highly of his commitment and responsiveness to their needs too. Reviews scored the three points about high recommendation, their friend Carlo exceeds their expectations, given an infinite referral to their friends and families because of the great experience. These comments indicate that the team's financial knowledge and dedication are critical components of the exceptional service. Measuring Carlo alongside his peers finds He should be a gold standard that others should be measured against. Hence, the final recommendations based on these benefits and ensure adherence to their core values. These profiles provide transparent references providing first-hand client experiences.

Frequently asked questions

6 questions
What do Sarabia Wealth Solutions Ltd clients say about their financial consultation services?
Clients frequently praise the team's professionalism and structured approach during consultations. Reviewers highlight their clear explanations and tailored advice in wealth management, emphasizing the team's ability to prioritize financial goals effectively.
What services does Sarabia Wealth Solutions Ltd offer?
They provide a range of services including Insurance Services (Life Insurance, Health Insurance, Auto Insurance), Wealth Management (Investment Advisory, Financial Planning, Retirement Planning), and Financial Consultation (Initial Consultation, Ongoing Financial Advice, Estate Planning Consultation).
What are the operating hours for Sarabia Wealth Solutions Ltd?
Their hours are as follows: Monday: 8:00 AM - 5:00 PM, Tuesday: 8:00 AM - 5:00 PM, Wednesday: 8:00 AM - 5:00 PM, Thursday: 8:00 AM - 5:00 PM, Friday: 8:00 AM - 5:00 PM, Saturday: Closed, Sunday: Closed.
Does Sarabia Wealth Solutions Ltd provide estate planning consultations?
Yes, they offer estate planning consultations as part of their financial consultation services, helping clients navigate their financial futures effectively.
How does Sarabia Wealth Solutions Ltd help clients with retirement planning?
They assist clients in developing tailored retirement plans, ensuring that financial goals are met and that clients feel secure about their future, as noted by satisfied clients in reviews.
Where is Sarabia Wealth Solutions Ltd located?
610 6th St #255, New Westminster, BC V3L 3C2, Canada

Location & directions

Burnaby, British Columbia
Sarabia Wealth Solutions Ltd
Wealth Management Companies
Address
610 6th St #255, New Westminster, BC V3L 3C2, Canada
Hours
Closed Now
Sarabia Wealth Solutions Ltd Reviews · 5.0 average
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