Mountain Planning Group Inc. - Kelowna
5/5
★
based on 8 reviews
Contact Mountain Planning Group Inc.
| Address : | 145 Asher Rd #205, Kelowna, BC V1X 3H5, Canada |
| Phone : | 📞 +7787 |
| Postal code : | 1 |
| Website : | http://www.mountainplanning.ca/ |
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| City : | X |
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Caitlin Schmid on Google
★ ★ ★ ★ ★ Jeremy has been absolutely fantastic to work with! His financial knowledge and guidance has been extremely helpful and I absolutely trust the advice he gives!
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Sheila Sutton on Google
★ ★ ★ ★ ★ I have been working with Jeremy for longer than I can remember. He knows I am not a risk taker and that I do not understand investing. He is patient and understanding of my needs and is always happy to answer my questions and concerns.
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Jenn Bern on Google
★ ★ ★ ★ ★ Stumbling upon Jeremy and Mountain Planning Group was sheer serendipity. While I haven't had the ability to use their services thus far, Jeremy has been incredibly helpful with my endless questions and I truly appreciate the care he obviously puts into his business.
When life allows, I'll be trusting Jeremy with my financial needs and highly recommend others do the same. MPGs professionalism and loyalty to their clients welfare is clearly paramount.
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Paul Doucette on Google
★ ★ ★ ★ ★ Good returns, excellent attention to detail and excellent follow-up care. I’ve been invested with Jeremy for 20 years and he has taken great care of me.
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Blair Williams on Google
★ ★ ★ ★ ★ I've been dealing with Jeremy Harris for my Financial Planning for well over a decade and can't say enough good things about his services and returns on my investments. I am most likely one of his smaller clients but he treats me like I am his biggest! I would definitely recommend Jeremy and Mountain Planning for your financial future.
Blair Williams
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Katie Hewitt on Google
★ ★ ★ ★ ★ Jeremy goes above and beyond to make sure me and my family are set up for our future. He is super personable, knowledgeable and always on top of our needs. Wouldn’t want anyone else handling things for us!
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Dianne Harris on Google
★ ★ ★ ★ ★ Jeremy consistently excels at doing his job and has done so for approximately 15-20 years. He’s always learning, always available, always kind. Always. Always. Always. I’ve never felt so secure in putting our retirement and therefore quality of life in his hands. Oh. And even though we have the same last name, we are not related so no nepotism here. Bottom line. Trust. You can trust him. Period.
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Jen Starling on Google
★ ★ ★ ★ ★ Jeremy helped us obtain insurance for my husband who is a sole proprietor. He diligently found the best company for us and didn't stop until we all felt it was a good fit. He is also quick to respond to any questions we have regarding the policies.
He has made himself a pillar in the youth sport community. He not only coaches many teams but he also sponsors programs, too!
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