Knowledgeable advisorsProfessional serviceFriendly staffClear communicationInvestment planningAbove and beyondWelcoming environmentHelpful meetingsSolid option for investorsGreat culture
About this business
Gordon Stirrett Wealth Management’s seasoned advisors can support you in addressing all financial concerns. Our financial services include financial planning, wealth management, estate planning, and retirement planning in Halifax, Nova Scotia. Contact us today.
Your financial services are important to you, irrespective of your financial goals. Our advisors will consult with you to understand your key financial priorities and objectives. We create tailored solutions based on information from which we then build a comprehensive, step-by-step plan to address them. Life is full of surprises and unexpected events that can ruin the lifestyle you have worked so hard for. Smart insurance planning can mitigate the impact of life's unforeseen events on your financial well-being.
Our advisors are skilled at identifying which assets are most important to you and implementing plans to protect them. Protecting what you have worked so hard for and ensuring your family is taken care of takes planning. Creating an estate plan requires a deep understanding of laws and regulations, which may be difficult.
Our experienced TEPs (Trust and Estate Practitioners) can help you understand your legacy and make informed decisions. Our advisors can also avoid costly errors. Our Halifax financial services experience allows us to assist you in creating a legacy that promotes your values and protects your heirs' future.
Reviews Summary
Gordon Stirrett Wealth Management and its staff, particularly Scott, have received stellar reviews. The consistency and clarity of their financial advice have impressed many clients. Several commend how welcoming the staff are and the second opinion offer is helpful. The staffers are always willing to answer any queries and can put clients at ease when they explain the complex financial planning process, another appreciated aspect of their work. Both their thorough analysis of client needs and risk tolerance, as well as their personal attention, are preferred by many clients. They are particularly famous for offering financial peace of mind and ensuring their client’s financial future. The firm is recommended for potential clients who are keen on accounting for their financial planning.
Frequently asked questions
7 questions
What do Gordon Stirrett Wealth Management clients say about the work?
Clients frequently praise the professionalism and knowledge of the advisors, particularly Scott, who is noted for his helpfulness and ability to simplify complex financial topics. Many feel a sense of security and confidence in their financial planning with this team.
Does Gordon Stirrett Wealth Management offer investment management services in Halifax?
Yes, they provide investment management services including portfolio analysis, retirement planning, and investment strategy development. Clients appreciate the thorough analysis and personalized plans tailored to their long-term goals.
Can I get help with tax planning at Gordon Stirrett Wealth Management?
Absolutely, they offer financial advisory services that include tax planning, debt management, and insurance advice. Clients have noted the team's expertise in navigating these areas effectively.
What are the hours of operation for Gordon Stirrett Wealth Management?
Their hours are as follows: Monday: 8:30 AM - 5:00 PM, Tuesday: 8:30 AM - 5:00 PM, Wednesday: 8:30 AM - 5:00 PM, Thursday: 8:30 AM - 5:00 PM, Friday: 8:30 AM - 1:00 PM, Saturday: Closed, Sunday: Closed.
How does Gordon Stirrett Wealth Management support first-time investors?
They provide comprehensive client education through financial workshops, one-on-one consultations, and investment seminars. Many clients have expressed gratitude for the guidance they received, making them feel comfortable and informed.
What services does Gordon Stirrett Wealth Management offer?
They offer a range of services including Investment Management (portfolio analysis, retirement planning, investment strategy development), Financial Advisory (debt management, tax planning, insurance advice), Wealth Management (TFSA and RRSP setup, goal-based financial planning), Client Education (financial workshops, one-on-one consultations, investment seminars), and Account Management (account review meetings, investment monitoring, account closure assistance).
Where is Gordon Stirrett Wealth Management located?
1741 Lower Water St Suite 210, Halifax, NS B3J 0J2, Canada
Location & directions
Halifax, Nova Scotia
Gordon Stirrett Wealth Management
Financial Consultant
Address
1741 Lower Water St Suite 210, Halifax, NS B3J 0J2, Canada