Better Financial Planning Firm 1997. Tax, Estate, Education, and Retirement Planning. Insurance and Portfolio Review. RRSPs. Tracking expenses You make. Pension Help. Retirement Income Planning. Education Fund & Group Save. Investment Strategy. Mortgage. Life and Health, Home, Auto, and Business Insurance. Tax Return. They offer all services from their Partner Licensed Professionals. We work to help each customer achieve their financial goals. Investor education is key because we want happy customers.
Reviews Summary
Better Financial reviews are positive due to consistently stellar service. Clients' Better Financial reviews demonstrates the considerable difference the team has made in their financial lives. Most clients feel confident their finances are in caring hands from the moment they walk through the door. Chan, a key member of the team, is very professional, friendly and considered a part of the families of many clients. Chan stands out as a trusted professional, making his clients feel at home. Their growth and success have been facilitated by the broad range of services, including tax preparation, mortgage advice, and other financial planning services. Clients trust this team for a full range of financial services, demonstrating how they see their responsibilities exceed those of traditional financial advisors. Client feedback suggests that they love working with this team, considering them the most enthusiastic financial professionals they have ever worked with, and they are enthusiastic to continue their relationship.
Frequently asked questions
7 questions
What do Better Financial clients say about the work?
Clients frequently praise the team for their professionalism, knowledge, and personal touch. Many highlight the helpfulness of Chan and Chris, noting their responsiveness and ability to make clients feel valued and part of a family. Overall, they appreciate the comprehensive financial services provided.
Does Better Financial offer mortgage consultation services, and how do clients feel about their experience?
Yes, they provide mortgage consultation services. Clients have expressed satisfaction with the team's ability to make the mortgage process easy and stress-free, particularly praising Chan's professionalism and responsiveness throughout the experience.
What services does Better Financial offer?
Better Financial offers a range of services including Tax Preparation (Personal and Business Tax Preparation, Tax Consultation), Mortgage Services (Mortgage Consultation, Application Assistance, Refinancing), Investment Services (Retirement Planning, Portfolio Management, Education Savings Plans), and Insurance Services (Life, Health, Property Insurance).
How does Better Financial assist with retirement planning, and what do clients say about it?
They offer comprehensive retirement planning services, which clients have found beneficial for exceeding their retirement goals. Reviewers have noted the team's expertise and the personal attention they receive, contributing to their confidence in the planning process.
Can I get tax consultation at Better Financial, and what do clients think of their tax services?
Yes, they provide tax consultation services. Clients have consistently reported positive experiences, mentioning thoroughness and professionalism in handling their taxes, which has led to high satisfaction with the results.
What types of insurance services does Better Financial provide?
Better Financial offers a variety of insurance services including Life Insurance, Health Insurance, and Property Insurance. Clients appreciate the team's expertise in helping them navigate their insurance needs effectively.
Where is Better Financial located?
339 Wellington Rd Suite 230, London, ON N6C 5Z9, Canada
Location & directions
London, Ontario
Better Financial
Financial Consultant
Address
339 Wellington Rd Suite 230, London, ON N6C 5Z9, Canada