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Review Keywords Analysis

  1. CA
  2. SK
  3. Saskatoon
Meckelborg Financial Group Ltd.

Meckelborg Financial Group Ltd.

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728 Spadina Crescent E #300, Saskatoon, SK S7K 3H2, Canada Get Directions
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ABOUT   Services Excellence Summary

Meckelborg Financial Group Ltd. aims to provide wealth management solutions to help bridge the gap between Canadians and institutional investors. Our wealth management services are available to individuals and institutions, including asset management solutions for registered and non-registered assets. We are free to operate, with no direct financial interests, so you can be confident we work for you - not a product issuer. All of us in Meckelborg Financial Group Ltd., Inc. are insured. Investment portfolio tailored to you. The Worry-Free RetirementTM ProgramTM consists of six essential financial planning steps that guarantee your financial freedom in retirement. The program includes the creation of complete investment strategies, including buying, selling, optimizing, rebalancing, and re-optimizing investment portfolios. One crew. Multiple clients. Our team and clients work with multiple advisors, not just one. Our clients have access to nine experienced Certified Financial Planners. Most of them have over 20 years of experience. Through a teaching lens, we examine financial choices. We help clients by taking complex issues, clarifying them, and making the process easier to their decisions. Our 100+ years of expertise and over 5,000 cases are entrenched in our desire to create trusting relationships with clients. This is our life motto. Simplify and protect Paraphrase our mission and RTLRMECKELBORG FinancialANCES® Group, Inc. has a mission that is beyond the norm. We strive to simplify and protect. When we stand up, every morning, we are committed to this goal. Our mission is to help people lead more satisfying lives as a wealth manager. This includes outstanding customer service, monitoring and optimization of investment portfolios, and planning and simplification of complex financial problems.

 

SUMMARY   Reviews Summary

Client reviews of Meckelborg Financial Group demonstrate consistent satisfaction and recognition for their excellent customer services, professional advice, and financial planning. The company offers various opportunities to invest, customize portfolios, and take financial risks, providing tailored financial planning based on individual goals and risk assessments. The team members have excellent communication skills and are skilled at breaking down complex concepts for laypersons, building lasting trust and promoting transparency. Customers experience personal attention, proactive service, and feel that their financial goals are understood and that they receive unique opportunities and appropriate advice. The subject of reviews published on Meckelborg's website ranges from investment advice to the company's knowledgeable team, recognizing advisors like Zach, Richie, Wayne, and Kohl for going the extra mile to ensure a seamless client experience. Indeed, Meckelborg Financial Group's reputation is bolstered by these positive reviews and client recommendations, and they are indeed a reliable financial planning company that focuses on customized solutions.

 

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Pros & Cons

PROS
recommend (5)
highly recommend ... (3)
easy to work wit ... (1)
very knowledgeab ... (1)
terrific job (1)
extremely helpfu ... (1)
very happy (1)
attention to det ... (1)
comprehensive (1)
highly knowledge ... (1)
Cons
stay away (1)
complete incompe ... (1)
Meckelborg Financial Group Ltd. Reviews: 13. Average Rating: 4.4
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