GreenTree Wealth Management Ltd.
5/5
★
based on 5 reviews
Contact GreenTree Wealth Management Ltd.
| Address : | 1300 Cornwall Rd Suite 201, Oakville, ON L6J 7W5, Canada |
| Phone : | 📞 +989998 |
| Website : | http://www.greentreewealth.ca/ |
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| City : | J |
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Ian Robinson on Google
★ ★ ★ ★ ★ Thanks to Alex, I have realized a steady return over the last 10 years, and my anxiety levels have been significantly reduced. I would highly recommend you speak to a professional at GreenTree to ensure you are invested to your comfort level.
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Angele Ruder on Google
★ ★ ★ ★ ★ Green Tree Wealth Management has been wonderful at helping me manage my money and plan for my retirement. Over the many years with them, I have consistently received personalized service, quick answers to all my questions and help with planning for my future. With them I have peace of mind.
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Admin Assistant on Google
★ ★ ★ ★ ★ We have been working with Alex Green and Green Tree Wealth Management since 2014. This working relationship has focused on all of our financial planning needs and beyond.
Alex is a highly trusted member of our inner circle of advisors. Overall, he is a key person ensuring the stages of our lives are spent doing what we plan, hope and wish, ensuring there are safeguard for unplanned life events.
In the time we have worked with Alex, we have always appreciated his responsiveness, integrity and approach to - at times - tumultuous stretches in the market. Alex has alway been proactive having his finger on the pulse of key issues, making solid recommendations which are always backed up by evidence.
We highly recommend Alex Green to anyone considering putting their trust in someone to nurture their nest egg and life savings.
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Anne Whitney on Google
★ ★ ★ ★ ★ My husband and I have been working with Alex for over two years. He is very comprehensive with his financial management strategy (insurance, investing, and ensuring we had wills and POA set up) which we appreciated. He has also been very accommodating with respect to meetings, its been very easy to schedule times that work for our schedules. Finally, we find him to be very trustworthy which is invaluable when working with a financial advisor.
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Gordon Ruder on Google
★ ★ ★ ★ ★ My wife and I have gone through many Financial advisors/planners over the years, but were never really happy with them. Alex of GreenTree was something completely different, he provides the whole package of financial care from expert advice& service, to helping us with our wills, life insurance, and retirement planning. We've worked hard over the years, and Alex is ensuring that we can enjoy and look forward to a maintained quality of life once we retire. Awesome.
Alex of GreenTree took the time to get to know us personally in order to advise us on subjects that are meaningful to us.
We highly recommend Alex !
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