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Review Keywords Analysis

  1. CA
  2. ON
  3. Brampton
CSR Wealth Management
CSR Wealth Management
CSR Wealth Management

CSR Wealth Management

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17 Jerome Crescent, Brampton, ON L6S 2G9, Canada Get Directions
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Service Sub Service Average Price Range (CAD)
Financial Planning Retirement Planning
$150 - $300 Call to Book
Estate Planning
$200 - $400 Call to Book
Savings & Investment Plan
$100 - $250 Call to Book
Investment Management Portfolio Management
$200 - $500 Call to Book
Wealth Management Strategies
$300 - $600 Call to Book
Investment Portfolio Assessment
$150 - $300 Call to Book
Financial Advice RDSP Guidance
$100 - $200 Call to Book
Family Financial Needs Assessment
$150 - $300 Call to Book
Tax Planning Strategies
$200 - $400 Call to Book
Group RRSP Management Group Plan Setup
$200 - $400 Call to Book
Ongoing Plan Management
$150 - $300 Call to Book
Employee Financial Education
$100 - $200 Call to Book
ABOUT   Services Excellence Summary

Clients come to Frank seeking a trustworthy and experienced financial advisor. They want help organizing their finances and planning for retirement. Some of his clients have already invested but need a second set of eyes. Others are worried they are not investing wisely. Frank’s clients are primarily individuals and families. They are typically within the middle class, with small businesses and growing families. These clients want advice that is right for them. They tend to be more price-sensitive and may switch advisors quickly if they feel they are not getting value.

 

SUMMARY   Reviews Summary

Frank Gasper garners outstanding reviews for his wealth management and financial advisory services. Clients hail his expert advice and personalized approach. He scores high in customer service, passion and knowledge of Canadian finance. He enjoys high fives from clients, with common phrases like "Frank changed my financial health and preserved my future finances. His deep knowledge and clear communication make clients feel they can make informed financial decisions. These comprehensive and personal reviews not only detail their experiences but also illustrate how their finances have changed under his guidance. Clients are grateful for his caring and sincerity, which is evident in their repeated and extended relationships with him. His advice has not only changed financial behavior but also enables them to plan for their families' future. Upshot, Clients commend his work and create a network buzz of positive recommendations.

 

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John Doe left a 5 star review
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PROS
recommend (7)
highly recommend ... (6)
very knowledgeab ... (1)
feel comfortable ... (1)
recommended (1)
amazing experien ... (1)
attention to det ... (1)
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CSR Wealth Management Reviews: 17. Average Rating: 5.0

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John Doe left a 5 star review
★★★★★
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