De Thomas Wealth Management - Kelowna
5/5
★
based on 2 reviews
Contact De Thomas Wealth Management
| Address : | 1658 Commerce Ave #102, Kelowna, BC V1X 8A9, Canada |
| Phone : | 📞 +888 |
| Postal code : | 1 |
| Website : | http://www.dethomaswealth.com/ |
| Categories : | |
| City : | X |
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Michael Banman on Google
★ ★ ★ ★ ★ Great financial strategies and support.
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Tania Gustafson on Google
★ ★ ★ ★ ★ Rocky Taetz truly cares about the client. This was immediately evident when my husband and I went to see him about some investments. Rocky takes the time to explain and answered all our questions and even some we didn't know we had. Since setting up our investment portfolio with Rocky, our three adult kids have also gone to see him and all three were very impressed with the education, time, care and attention he spent with each one. If you're unsure about your investments or your retirement, you need to book an appointment and allow Rocky to shed some light on it for you. Thanks so much Rocky, we really appreciate all you do!
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