The correct way to position yourself for the future is with a whole approach to financial wellbeing, with WFG agents guiding you through our wide variety of products and services from well-respected companies. We encourage you to evaluate and ask questions before you buy. Your WFG agent should help you feel comfortable with your choices. We want to grow a long-term relationship now and in the future.
You may have plans you want to achieve like buying a house, giving your children an education, or retiring at your desired time and place. What is the best plan? The best plan is one that works for you. An agent with World Financial Group Insurance Agency of Canada Inc. can assist you. WFG's financial professionals will help you assess your needs and create a roadmap to meet your objectives. Your WFG financial advisor will teach you how to understand and apply financial concepts. WFG emphasizes financial security. To achieve it, you need knowledge. Manage your money so it works for you. It is crucial to make a difference.
Reviews Summary
Client reviews are overwhelmingly positive, with high regard and gratitude for the reliable professionals' professionalism. Customers laud Rebecca and other support staff for their approachability, knowledge, and friendliness. They walk in and feel welcomed, providing not only top-notch advice and strategies but also tailored financial assistance. The client-centered environment encourages understanding, not just sales. Adherents, who recommend the hands-on, supportive firm to all families, values the employees' transparent and unhurried service. One of the reviews is "I attended their information night on financial literacy and many people will be taken aback by the commitment the educators have to the cause. If you are looking for the Best Financial Advisor, this firm would be a good recommendation." They value their no-fuss, easy-to-understand advice and pressure-free help, making the process enjoyable. The reviews are an excellent place to start if you're seeking financial management options for your family.
Frequently asked questions
7 questions
What do World Financial Group clients say about the work?
Clients frequently praise the dedicated professionals at WFG for their thorough explanations and pressure-free approach during the financial planning process. They appreciate the welcoming atmosphere and the team's commitment to helping families understand financial literacy.
What services does World Financial Group provide in Halifax?
World Financial Group offers a variety of services including Financial Planning (Personal Financial Review, Investment Advice, Retirement Planning), Insurance Services (Life Insurance Policy, Health Insurance, Property Insurance), and Financial Literacy Workshops (Basic Financial Literacy, Investment Basics, Retirement Strategies).
Are there any financial literacy workshops offered by this practice?
Yes, WFG provides Financial Literacy Workshops that cover Basic Financial Literacy, Investment Basics, and Retirement Strategies, helping clients enhance their understanding of financial matters.
What are the office hours for World Financial Group?
The office hours for World Financial Group are as follows: Monday: 9:00 AM - 5:00 PM, Tuesday: 9:00 AM - 5:00 PM, Wednesday: 9:00 AM - 5:00 PM, Thursday: 9:00 AM - 5:00 PM, Friday: 9:00 AM - 5:00 PM, Saturday: Closed, Sunday: Closed.
Can I receive investment advice from World Financial Group?
Yes, WFG agents provide investment advice as part of their Financial Planning services, helping you assess your needs and develop a tailored investment strategy.
Does World Financial Group offer life insurance policies?
Yes, WFG offers Life Insurance Policies as part of their Insurance Services, ensuring clients have options to protect their loved ones financially.
Where is World Financial Group located?
6080 Young St Suite 310, Halifax, NS B3K 5L2, Canada
Location & directions
Halifax, Nova Scotia
World Financial Group
Wealth Management Companies
Address
6080 Young St Suite 310, Halifax, NS B3K 5L2, Canada