Quarry Wealth – Insurance and Financial Services - Calgary
5/5
★
based on 7 reviews
Contact Quarry Wealth – Insurance and Financial Services
| Address : | 10820 24 St SE, Calgary, AB T2Z 4C9, Canada |
| Phone : | 📞 +7 |
| Postal code : | 2 |
| Website : | https://quarrywealth.ca/ |
| Categories : | |
| City : | Z |
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B and D Consulting on Google
★ ★ ★ ★ ★ As a small business in Alberta, Sean at Quarry Wealth has been integral to our continued growth. Sound and smart advice is always available and given in a warm and welcoming way. Quarry Wealth meets all of our insurance needs, there is no need to go anywhere else.
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Erin Friesen on Google
★ ★ ★ ★ ★ We have been with Quarry Wealth for over a decade. Their access to great products, knowledge base and service is far superior from other experiences we have had. Sean and Russ are extremely professional and responsive. We have referred many clients and friends to the team at Quarry Wealth and they have all been happy with the service and relationship they have built with them. They truly take your needs into consideration and care about financial situation.
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Devin Chamberlain on Google
★ ★ ★ ★ ★ My wife and I have had the pleasure of working with Sean at Quarry Wealth for a few years now. We have worked with a few different financial advisors in the past but with Sean we were able to get actionable advice and were able to put a plan in place to not only help us plan for retirement but also plan to help out kids with their school funds. I would recommend Sean and Quarry Wealth for anyone looking for help.
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Elliot Paterson on Google
★ ★ ★ ★ ★ I have been Sean’s client for about a decade. He took my small nest egg and scattered investments and grew it into a big nest egg. I have always been unsure how I could save enough to have a comfortable retirement. I know what I save every month, but I could not see how that translated into a comfortable retirement. Sean takes the time to explain his recommendations in detail and will whip out his calculator and forecast how it will grow. I am seven years from my planed retirement date, and I can honestly say it will happen. I highly recommend Quarry Wealth Management to anyone who wants to plan their retirement. They are willing to guide you over the decades to make sure you achieve your financial goals.
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Jeff Protz on Google
★ ★ ★ ★ ★ My relationship with Sean (and Russ) began 15+ years ago with insurance products and eventually investments. Market fluctuations aside, it is important to feel confident that the financial guidance you receive is the best for you and your family.
Sean and Russ have earned my confidence through both rewarding and challenging times. Our discussions, while professional, have always been relaxed and comfortable. Their advice has resulted in a promising retirement for my wife and I.
Sean, Russ and their prompt and courteous staff are a good choice for anyone looking for a well rounded strategy to achieving life's goals. I have, and will continue to recommend them as trusted advisors.
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Carman Protz on Google
★ ★ ★ ★ ★ I’ve been working with Sean and Russ at Quarry Wealth for over 10 years! My comfort level with “investors” wasn’t the best as I’ve had a number of individuals and large banking institutions take advantage of my trust, believing they had my best interests in mind when it came to insurance, long term investments and savings for retirement. Sean and the team were exceptional in detailing my risk, investment comfort level and able to deliver returns better than expected on my portfolio.
I trust Sean in his recommendations and look forward to our continuing success in the future.
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Erin Wagner on Google
★ ★ ★ ★ ★ We have been clients of Quarry Wealth for over 5 years now. We choose Quarry for a number of reasons - personal and local connection, network in the investing field, product selection. It is great to be able to have all products (investments, insurance, other), with one advisor and also to ensure these products align with our wealth strategy. Thanks to Sean and Russ for their commitment to service and product selection and continuing to look for ways to improve their offerings and expand their network in the investment field.
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