iA Private Wealth
5/5
★
based on 4 reviews
Contact iA Private Wealth
| Address : | 3140 Lakeshore Rd #204, Kelowna, BC V1W 3T1, Canada |
| Phone : | 📞 +877 |
| Categories : | |
| City : | W |
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Jeff Bjorgan on Google
★ ★ ★ ★ ★ We have relied on the Fulfords at HollisWealth for over 10 years. Their professionalism, keen eye for detail, and desire to help develop our financial portfolio in order for us to plan and live life well has been tremendously beneficial for us. We highly recommend them!
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Ken Lawrence on Google
★ ★ ★ ★ ★ I was referred to Jeff Fulford when I moved to the Kelowna area. Jeff has helped me to
define an investment strategy that fits my current and future goals, as well as, help me to protect
those goals through proper insurance planning. Jeff is forthright, honest, and his counsel
is very down to earth. His service does not stop with your initial visit. He continually monitors
your portfolio, and contacts you with pertinent information. I would recommend Jeff
without reservation.
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Darin Shepit on Google
★ ★ ★ ★ ★ I've been working with Jeremy for years now; I knew him before he started in the business.
He's always been professional, yet personable, and I've always felt that my best interests take precedence. We have a pretty unique financial situation (I know, I know, everyone does), but he understands our goals, both short- and long-term, and I've never felt awkward talking about those things with him.
I can't think of any reason I'd do business with anyone else, and I don't even live in Kelowna.
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Dennis Tetreau on Google
★ ★ ★ ★ ★ I have been with Jeremy since 2004. I have always been taken by the personal way he advises me. Jeremy got to know me and my family, our goals and ideas. He then put together a plan that met those needs. He reviews my situation annually and as my needs change he suggests the appropriate adjustments to my portfolio. I have enjoyed getting to know Jeremy. He always very profession in his dealing with me yet I feel like I have a friend who is always looking out for my best interests. I would recommend him to anyone.
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