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Review Keywords Analysis

CA / ON / London
Stiller Financial photo
Stiller Financial photo
Stiller Financial photo
Stiller Financial photo
Stiller Financial photo

Stiller Financial

Address: 380 Wellington St #6, London, ON N6A 5B5, Canada Get Directions

Services & pricing

Average price range
ServiceDetailsPrice
Investment Management Portfolio Analysis $150 - $300 Call to Book
Retirement Planning $200 - $400 Call to Book
Tax-Advantaged Investments $250 - $500 Call to Book
Financial Planning Personal Budgeting $100 - $200 Call to Book
Debt Management Strategies $150 - $250 Call to Book
Estate Planning $300 - $600 Call to Book
Life Insurance Consulting Term Life Insurance $200 - $400 Call to Book
Whole Life Insurance $300 - $600 Call to Book
Life Insurance Policy Review $100 - $250 Call to Book
Educational Savings Planning RESP Setup $150 - $300 Call to Book
Investment Strategy for Education $200 - $400 Call to Book
Scholarship and Grant Guidance $100 - $200 Call to Book
Client Relationship Management Personalized Financial Reviews $100 - $200 Call to Book
Ongoing Support and Communication $50 - $100 Call to Book
Client Educational Workshops $200 - $300 Call to Book

What people love

From reviews
Knowledgeable staff Friendly service Great communication Professional team Trustworthy advice Excellent customer care Wealth of knowledge Personalized advice Responsive team Caring approach

About this business

Stiller Financial is based in London Ontario, and we specialise in wealth management and financial advisory services. Peace of mind is ensured with our distinctive methodology to wealth administration. The financial process is comprehensive. Stiller Financial is committed to ensuring an all-encompassing financial transaction. This means that our team takes the time to get to know you and learn about your objectives. We then create a personalized financial plan for you, incorporating all possible financial planning requirements. We are proud to have an incredible staff that will accompany you throughout the journey. Our services are available. Stiller Financial is with you wherever you go. We can help you from wealth management to tax optimization, estate planning, and retirement planning, regardless of your desired life journey. Worked with Clients for over 10 Years Stiller Financial has championed financial control and planning for our clients for over a decade. We work with clients to ensure that their financial objectives are met on time. Our clients are treated as individuals and not numerical figures. We take pride in our small offices and teams.

Reviews Summary

Patrick consistently receives high praise from clients who describe him as knowledgeable, professional, and approachable. The feedback highlights his ability to provide sound financial advice tailored to individual circumstances and putting client's needs first. He creates a welcoming and caring atmosphere that makes clients comfortable. The high level of customer service provided by Patrick and his team is recognized Customer satisfaction is top-notch, and I appreciate that he always goes out of his way to accommodate clients. I would recommend Bayswater Wealth Management to anyone seeking financial advice.

Frequently asked questions

7 questions
What do Stiller Financial clients say about the work?
Clients frequently praise Patrick Briscoe and his team for their detailed, personalized advice and professionalism. Many highlight their caring approach and the thoroughness in addressing financial needs, describing a welcoming environment where they feel valued.
Does Stiller Financial provide help with retirement planning and what do clients think about it?
Yes, they offer retirement planning as part of their investment management services. Clients appreciate the team's wealth of knowledge and their ability to provide customized recommendations that maximize returns, ensuring a secure financial future.
Can I get help with estate planning at Stiller Financial?
Absolutely, they offer estate planning as part of their financial planning services. Their team takes the time to understand your goals, ensuring a tailored approach to managing your estate.
How does Stiller Financial assist with educational savings planning?
They provide services such as RESP setup, investment strategies for education, and scholarship and grant guidance, helping families plan effectively for their children's educational needs.
What type of life insurance consulting does this practice offer?
Stiller Financial offers term life insurance, whole life insurance, and life insurance policy reviews, ensuring clients have the right coverage tailored to their needs.
Does Stiller Financial offer personalized financial reviews?
Yes, they provide personalized financial reviews as part of their client relationship management services, ensuring ongoing support and communication tailored to each client's unique situation.
Where is Stiller Financial located?
380 Wellington St #6, London, ON N6A 5B5, Canada

Location & directions

London, Ontario
Stiller Financial
Wealth Management Companies
Address
380 Wellington St #6, London, ON N6A 5B5, Canada
Hours
Open 9:00 AM - 5:00 PM
Stiller Financial Reviews · 5.0 average
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