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  1. CA
  2. BC
  3. Richmond
Monic Financial Group

Monic Financial Group

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204-7080 River Rd, Richmond, BC V6X 1X5, Canada Get Directions
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ABOUT   Services Excellence Summary

Monic Financial Group comprises a diverse team of financial experts dedicated to our mission of helping people from all walks of life better control their money through our suite of financial firms. At Monic Financial Group, we decided to run into the rigid world of wealth management and look for financial help. Our objective is simple: to help Canadians treat their money better. On our launch in 2015, we have consistently provided our clients with the best financial services possible.

 

SUMMARY   Reviews Summary

Clients repeatedly cite Monic Financial as an exceptional financial advisor, emphasizing its top-notch service and the expertise and approachability of the personnel. The customers appreciate the firm plan and investment management, frequent information sessions, and advisors' reliability and control, such as Charlene. Clients mention a non-pushy, friendly, and responsive environment, saying that the team makes money management comfortable. Consultants provide tailored advice, analyze assets, minute detail account discussions and questions, and customize client education. According to customers, the consulting agreement has significantly expanded, including tax and financial management. Many reviewers appreciate the consultants' patience in developing financial agreements. They thank the firm for serving them well. Few individuals complain but still suggest friends to use Monic Financial for their financial needs. Customer satisfaction is ensured by the high professionalism of all and the warm environment.

 

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helped me (5)
recommend (5)
highly recommend ... (5)
excellent servic ... (4)
very knowledgeab ... (2)
feel comfortable ... (2)
very knowledgeab ... (2)
amazing service (2)
patient and unde ... (2)
great service (1)
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Monic Financial Group Reviews: 31. Average Rating: 4.9

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