Bird Moore Advisory Group - Raymond James Ltd.
5/5
★
based on 8 reviews
Contact Bird Moore Advisory Group - Raymond James Ltd.
| Address : | 1726 Dolphin Ave #500, Kelowna, BC V1Y 9R9, Canada |
| Phone : | 📞 +97979 |
| Website : | https://www.birdmoore.ca/ |
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| City : | Y |
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Isla and Michael van de Laar on Google
★ ★ ★ ★ ★ |
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Jared Herron on Google
★ ★ ★ ★ ★ Sound investment advice and great client service. Highly recommend.
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Lee Portas on Google
★ ★ ★ ★ ★ These guys are great, very professional and down to earth. They asked many questions about our comfort level and gave us feed back as to what would be good investments for us. I would recommend them to all my friends and family members.
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Sandra Simpson on Google
★ ★ ★ ★ ★ Always very professional and friendly. Any questions or requests made by me are always handled very quickly. Information and newsletters are passed on to clients monthly that are very informative. I would definitely recommend their expertise to anyone looking to invest.
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Daniel O'Hara on Google
★ ★ ★ ★ ★ We have been dealing with Brandon and his team for many years . They are a high quality team that will work for you. We are very happy with the guidance and results Brandon and his team have provided .
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Monte Brothers on Google
★ ★ ★ ★ ★ Dane has been handling my portfolio for more than 10 years. Before that his dad was my advisor. Through all the market variations he consistently has considerably better returns than the average of the market. As a retiree it is critical to have complete confidence in your portfolio manager. To this end all of my children's portfolios are being managed by Dane.
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Uriah Kane on Google
★ ★ ★ ★ ★ Dane and Brandon are great. In my dealings with them, I have found Dane and Brandon to be very approachable, honest, knowledgeable, and always professional.
They really do care about their clients. I would not hesitate to recommend the Bird Moore Advisory Group to anyone looking to partner with a wealth management team that can help them navigate their investment and insurance planning needs.
U. Kane
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Shayn Scott on Google
★ ★ ★ ★ ★ Dane and Brandon have been amazing to deal with and my family has been extremely happy with our recent switch to them! They are extremely knowledgeable and make sure my families needs are met and we are very well informed on our financial plan and future now. I would highly recommend them to anyone looking for an advisory group as their team runs a first class operation!
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