FocalPoint Financial Group Inc.
5/5
★
based on 5 reviews
Contact FocalPoint Financial Group Inc.
| Address : | 302-1726 Dolphin Ave, Kelowna, BC V1Y 9R9, Canada |
| Phone : | 📞 +89 |
| Website : | http://www.focalpointfinancial.ca/ |
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| City : | Y |
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Andreas Loerchner on Google
★ ★ ★ ★ ★ Extremely well educated, he takes the time needed to figure out what it is that fits your lifestyle and what truly are your needs. His core values, professional demeanour, and openness amount to someone whom you can trust.
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Scott Stanger on Google
★ ★ ★ ★ ★ Chris has been extremely helpful in making sure I make the best decisions for myself, regarding health insurance and investments. He is caring, responsive and thorough!
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James Leong on Google
★ ★ ★ ★ ★ Chris offered us some great tailored advice and he was very patient. He knows what he is doing, gave us enough time, information and never rushed us. We were very comfortable making our insurance decisions based on his valuable advice. Will recommend his services and advice.
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Britta Howell Harrison on Google
★ ★ ★ ★ ★ I think we have all had that moment where you felt completely out of the loop when it came to an aspect of finance. Chris makes sure you are completely at ease and comfortable with all your financial decisions so once you go to Focal Point, never fear feeling like that again. I've relied on Chris to help me establish my business in Kelowna and hes supported me by providing professional, trustworthy advice. Whether its personal or business financial advisement, you need someone in your corner helping your dollar go farther like Chris.
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Graham Jenkins on Google
★ ★ ★ ★ ★ Chris and his team have been very patient, as we have some unique needs as a family and business. Unlike some advisors we have dealt with in the past, Chris took his time, explained the pros and cons to the products he was recommending and even steered us away from more expensive products to meet our needs. We currently have our life insurance with Chris, but have a game plan to move into extended health for our business when we have the right people in play. I appreciate that he understands the life of an entrepreneur and is more concerned about understanding our needs and meeting those needs than selling us products that don't work long term. I highly recommend sitting down with Chris so he can trouble shoot for you any areas that you might be at risk now or down the road.
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