Financing Consultants near Fergus ON (308 Result(s))

Welcome to Rockwood FinancialWe hope that you find this website helpful – our aim is to give you a feel for our approach to business and our approach to client relationships. In other words, to give you an understanding of what makes us tick.The business was founded in September 1993, and over the last 20 years we have developed a practice based on establishing long-term client relationships. In fact, our very first client from September 1993 remains a client today.We seek to partner with individuals and families who have a durable commitment to their financial life, and to partner with business owners and corporations who have a similar commitment to their financial welfare and the financial welfare of their employees. We are looking for those partnerships to develop through the various stages of life and to establish them as mutually beneficial long-term relationships.As a client, you will be able to draw from a diversified team, and we encourage you to review the bios of the individuals in the team.

It is not known whether the pictured clients approve or disapprove of OFS or the advisory services provided. The pictured clients were not chosen using any performance based criteria, but rather for their outstanding achievement in their personal sport.

Achieving your financial independence, starts with finding the right investment advisor that you can trust to be there for you and your family. Protecting your family, building needed cash flow and translating the complex investment options into a simplified plan is why I will be a valued resource for you and your family.

To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.