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  1. CA
  2. ON
  3. Ottawa
Forest Financial Planning
Forest Financial Planning

Forest Financial Planning

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115 Bank St Suite 23B, Ottawa, ON K1P 5N5, Canada Get Directions

5.0

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ABOUT   Services Excellence Summary

Meet Alex, a fee-only financial advisor with more than a decade of education and experience in finance. Alex has helped over 100 people nationwide with their financial needs. His strong financial background and clear communication skills make his evidence-based advice effective at providing clients with the information and tools they need to act and achieve their goals. I am a financial planner. It's my mission. It's essential to understand your financial situation. I am here to help you critically evaluate your plans, and together, we will create a financial plan that aligns with your financial goals. I will recommend financial solutions that my family will use. In return, I will provide solid financial advice to help you make informed financial decisions. As we work together, I will provide you with the tools you require to ask questions. You need an expert who can provide you with clear answers and explanations.

 

SUMMARY   Reviews Summary

Alex is praised in all reviews for his honesty and giving unbiased advice. Many reviewers felt that his financial know-how was invaluable. Several are content with the plans, they now understand and their goals. Consequently, these reviews suggest that many of Alex’s clients will be loyal clients. Most of them are pleased with Alex's service and give information about their investment progress. In addition to Alex's long-term and short-term plans, they also mention his provision of broad financial advice. One of the recommendations is the Ottawa Financial Planning Financial Planning Planning Financial Planning Forest Financi, which some reviewers suggest is the best in Ottawa. However, some of the reviews could use information that is more helpful, such as more substantial contextual information. But the majority of the reviews are of excellent quality, giving Alex a strong recommendation as a financial planner.

 

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PROS
recommend (5)
highly recommend ... (4)
comprehensive (3)
helped me (2)
great experience ... (2)
very professiona ... (1)
extremely nice (1)
extremely helpfu ... (1)
pleased with the ... (1)
very knowledgeab ... (1)
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Forest Financial Planning Reviews: 20. Average Rating: 5.0
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