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Review Keywords Analysis

  1. CA
  2. ON
  3. Toronto
Merrick Financial Inc. - Fee Only Financial Planner
Merrick Financial Inc. - Fee Only Financial Planner
Merrick Financial Inc. - Fee Only Financial Planner
Merrick Financial Inc. - Fee Only Financial Planner

Merrick Financial Inc. - Fee Only Financial Planner

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53 Coleridge Ave, Toronto, ON M4C 4H4, Canada Get Directions
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ABOUT   Services Excellence Summary

Merrick Financial Inc. is a one-stop shop for your tax, financial, retirement, and estate plan review, design, and implementation. In Canada, the CFP designation is the most well-known financial planning credential. A Certified Financial Planner (CFP) is the gold standard for financial planning. We start the planning process by gaining an understanding of your life and preferences. We’ll create a personalised financial plan tailored to your unique life and make sure it adapts as you grow. It’s not a one-size-fits-all plan.

 

SUMMARY   Reviews Summary

The reviews indicate an extremely positive feedback about Chris. That can be summarized in five sentences. Chris's knowledge in finance is extensive. He is highly professional and helps people take control of their financial futures. Helping clients understand what steps they need to take is something that he does well. Being able to explain his recommendations well and in an easy to understand way is something his clients appreciate. This client-focused service has helped many clients over the years and has made Chris stand out as a financial planner.

 

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PROS
recommend (12)
highly recommend ... (7)
very knowledgeab ... (4)
very professiona ... (3)
comprehensive (2)
strongly recomme ... (2)
easy to work wit ... (2)
great experience ... (1)
helped me (1)
very detailed (1)
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Merrick Financial Inc. - Fee Only Financial Planner Reviews: 31. Average Rating: 5.0
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