Category: | Point of interest, Establishment, Finance, |
---|---|
Address: | 75 Lincoln St W, Unit # 3, Welland, ON L3C 5J3, Canada |
Postal code: | L3C 5J3 |
Phone: | (905) 788-1356 |
Website: | https://advisor.investorsgroup.com/en/keith_mcconkey |
I contacted Keith in regards of beginning to plan for my families current and future financial situation. Prior to speaking with Keith, my wife and I were a couple steps behind in planning for the future. After a lenthly conversation and Keith carefully explaining and breaking down the plan he had for us, we both feel extremely happy and satisfied with the future. What helped most was the amount of knowledge and experience Keith brought to the meeting. Keith took the time to make sure we understood and we were all on the same page with the planning. Extremely polite and professional throughout the entire process. We are extremely happy with everything. Thank you Keith
Keith is incredibly knowledgable and takes his time to create a holistic financial plan. His responsiveness is impressive -- whatever you need Keith will deliver as promised, you never need to worry about him forgetting you. Great guy, would recommend.