BeneWealth Strategies - Kelowna
4.8/5
★
based on 8 reviews
Contact BeneWealth Strategies
| Address : | 1658 Commerce Ave #203, Kelowna, BC V1X 8A9, Canada |
| Phone : | 📞 +778787 |
| Postal code : | 1 |
| Website : | http://www.benewealth.com/ |
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| City : | X |
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Mandeep Daudharia on Google
★ ★ ★ ★ ★ My wife and I have been dealing BeneWealth since 2014 and we could not be any happier. The firm's professionalism, integrity, and honesty are next to none. The best part of BeneWealth is that they work as a team and tend to cover all of our wealth management needs under one roof. We would not trust our finances with anyone else. We would recommend BeneWealth to anyone that wants to secure their finances for the present and future.
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praveen arora on Google
★ ★ ★ ★ ★ Stefano Pannu took the extra time answering my questions and made me feel comfortable when choosing funds for my investments. Highly professional, knowledgeable and gets back to me promptly!
A genuine interest in achieving the best for his clients. Thank you!
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Sho Izumi on Google
★ ★ ★ ★ ★ I highly recommend BeneWealth as they really are planning focused and very knowledgeable. Stefano has been amazing with his communication, advice and always delivers results. I have nothing but praise for him and the BeneWealth team.
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Dane Bruce on Google
★ ★ ★ ★ ★ Ive been working with Danny now for a few years! I have come a long way from where I was to where Im going. We have a great plan Im working towards with my future and investments!
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Dario Rakic on Google
★ ★ ★ ★ ★ BeneWealth Strategies have provided my wife and I with timely advice, saving us money short term and setting us up for the future. With open lines of communication and around the clock availability, we were able to make financial shifts that have significantly affected our day to day cash flow. BeneWealth leaders have had have our best interest to achieve the best possible results. As we adjust to the especially challenging times of Covid-19, it became increasingly important to make effective financial changes in which we successfully acheived in a matter of days. I would highly recommend BeneWealth Strategies to anyone looking for professional, honest financial advice.
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Ravi Meharu on Google
★ ★ ★ ★ ★ Benewealth is highly recommend. We have been with them 7 years. They work diligently to get us great rates on features that we actually require in regards to group benefits. Daniel and his team go above and beyond our expectation providing excellent business and personal financial advise.
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Joel Patan on Google
★ ★ ★ ★ ★ I had the pleasure of working with Danica to help my family set up the proper life and critical illness insurance's for my wife, daughter and myself. What an amazing experience. Danica was very receptive to our needs and helped us choose the best options for my family. We were so impressed with the quality of the service, we are in the middle of moving our entire portfolio over to BeneWealth Strategies and very excited to work with Danny and Danica to help build our financial portfolio and help our dreams turn into reality.
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Brittany Traynor on Google
★ ★ ★ ★ ★ We use Benewealth for all our company needs and they are an absolute pleasure to work with. They really know their stuff and care deeply about their clients. We could not be happier!
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