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Review Keywords Analysis

CA / BC / Victoria
Chris Stooksbury - Raymond James Ltd. photo
Chris Stooksbury - Raymond James Ltd. photo
Chris Stooksbury - Raymond James Ltd. photo
Chris Stooksbury - Raymond James Ltd. photo
Chris Stooksbury - Raymond James Ltd. photo

Chris Stooksbury - Raymond James Ltd.

5.0 9 reviews
Address: 1133 Fort St, Victoria, BC V8V 3K9, Canada Get Directions

Services & pricing

Average price range
ServiceDetailsPrice
Wealth Management Investment Consulting $100 - $300 Call to Book
Retirement Planning $150 - $400 Call to Book
Portfolio Management $200 - $500 Call to Book
Tax Consulting Cross-Border Tax Consultation $150 - $350 Call to Book
IRS Returns Assistance $100 - $250 Call to Book
Personalized Tax Planning $200 - $400 Call to Book
Financial Consultation Personal Finance Advice $100 - $200 Call to Book
Investment Strategy Development $150 - $300 Call to Book
Comprehensive Financial Review $200 - $400 Call to Book

What people love

From reviews
Cross-border tax consultation Helpful Knowledgeable Personalized solutions Clear advice Attentive Creative solutions Sound advice Stress reduction Quick responses

About this business

Given our 30 years of global expertise, we assist clients in creating a connected world. By situating you in the global landscape, we simplify your life. Because we have distinctive skill sets and a diversity of experiences, we analyze problems from multiple perspectives. Clients benefit from this integrated approach. Our investment platform and experience allow for a unique combination of Canadian assets and U.S. investments. RRSPs and IRAs may be effectively managed with our help. Your goals must be anchored in planning, whether for retirement or your kids' education. Planning is the crucial first step in any successful investment journey. Regardless of where you live, we assist you in defining your course of action. What you do is less critical. It's what you keep. Our objective is to increase after-tax returns and preserve as much as feasible for you or your estate. Along with your present estate and tax professionals, our team can work. Alternatively, we can help you build your international network.

Reviews Summary

Chris Stooksbury reviews describe his clients as responsive, knowledgeable, and competent. For cross-border tax and financial help, he's a good guy. A lot of people say he's generous and a delight to work with. Previous customers recommend him more than once. This may be his market niche since many said they were moving or living in Canada as US citizens. That's a good thing. One person said they didn't know where to begin when thinking of retirement. Chris did in 30 minutes. He speaks to multiple customers with different degrees of wealth and respect. Client reviews show commitment to his work and problem-solving. Chris earns exceptional scores from all reviewers.

Frequently asked questions

5 questions
What do clients say about the financial consultation services provided by Chris Stooksbury?
Clients appreciate the personalized financial advice and investment strategy development offered by Chris. Many highlight his ability to listen to their concerns and provide clear, actionable advice during consultations.
Does Chris Stooksbury offer retirement planning services, and how effective are they?
Yes, Chris provides retirement planning services. Reviewers have noted his expertise in navigating cross-border accounts and creating tailored plans, making the process less daunting for clients.
What specific wealth management services does Chris Stooksbury - Raymond James Ltd. offer?
They offer a range of wealth management services, including Investment Consulting, Retirement Planning, and Portfolio Management. Additionally, they provide Tax Consulting and Financial Consultation services.
How does Chris Stooksbury approach financial planning for clients?
Chris emphasizes the importance of having a clear financial plan, whether for retirement or funding education. His approach involves understanding each client's unique situation to create tailored strategies.
Where is Chris Stooksbury - Raymond James Ltd. located?
1133 Fort St, Victoria, BC V8V 3K9, Canada

Location & directions

Victoria, British Columbia
Chris Stooksbury - Raymond James Ltd.
Wealth Management Companies
Address
1133 Fort St, Victoria, BC V8V 3K9, Canada
Hours
Closed Now
Chris Stooksbury - Raymond James Ltd. Reviews · 5.0 average
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