Category: | Point of interest, Establishment, Finance, |
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Address: | 126 Wellington St W Suite 202, Barrie, ON L4M 1K9, Canada |
Postal code: | L4M 1K9 |
Phone: | (705) 733-5200 |
Website: | http://www.barriefinancialplanner.com/ |
Monday: | 8:00 AM – 10:00 PM |
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Tuesday: | 8:00 AM – 10:00 PM |
Wednesday: | 8:00 AM – 10:00 PM |
Thursday: | 8:00 AM – 10:00 PM |
Friday: | 8:00 AM – 10:00 PM |
Saturday: | 8:00 AM – 10:00 PM |
Sunday: | 8:00 AM – 10:00 PM |
I’ve known Jeffrey for 2 years now and I feel like I’ve known him a lot longer. Very personable, professional knowledgeable and Makes you feel comfortable knowing your investment are safe. I wouldn’t trust my money with anyone else.
Working with Jeff was a great experience! He takes the time to make a comprehensive plan for all parts of your personal finances. After working with him, I feel much more confident about my future finances. Highly recommend!
Jeff is an incredible businessman to work with. I was nervous to speak with a financial advisor, as I have quite a bit of student debt and don't have the high-level financial portfolio I expected I would need to work with Jeff. However, from my first meeting with Jeff I realized none of that matters. He was patient and friendly in helping me sort out my finances, and gave me hope in showing me my financial potential with just a few changes to the way I was directing my money. I trust Jeff to steer me in the right direction and to never judge my decisions, something I found important when searching for a financial advisor given the intimate details I had to share.