Financing Consultants near Two Rivers Guelph ON (15 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.

Sherry McKenzie is a practising Financial Planner in Cambridge, ON. She has taken great pleasure in serving the community of Cambridge since 1984. Throughout those 25 years she has created sound financial plans that have stood the test of volatile markets, offering solutions to a vast array of financial dilemma's. Also, Sherry has procured the maximum tax refund for her clients, utilizing all credits and deductions available. To give a complete and diversified life plan she provides other products and services that are essential today, including Insurance, RSP's and Estate Planning.

Welcome to Raposo Financial Services – A Division of John Raposo Insurance Agency Inc.Guiding clients to financial independence and protecting the future of their loved ones.Raposo Financial Services has been providing affordable insurance protection and financial services to clients in Cambridge, ON and the surrounding area for over 32 years. We understand the importance of having reliable financial planning services, and that is why our agents are here to help guide you through the steps to get the right coverage for your needs.We are a father/daughter team that understands the needs of our clients, and at Raposo Financial Services, you will work one-on-one with caring, knowledgeable advisers who will find you the appropriate protection. We offer a range of financial service options to suit your needs and believe that providing a friendly and welcoming environment is essential to customer satisfaction. We are proud to say that we are fluent in both English and Portuguese to better serve our community.For coverage you can trust and service with a smile, come to an agency that has your best interests in mind.