Rhys Martell | Financial Advisor

5/5 β˜… based on 8 reviews

Contact Rhys Martell | Financial Advisor

Address :

2420 McCallum Rd #201, Abbotsford, BC V2S 6R9, Canada

Phone : πŸ“ž +89
Website : http://www.wellbuiltplans.com/
Categories :
City : S

2420 McCallum Rd #201, Abbotsford, BC V2S 6R9, Canada
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Dhea Kondolay on Google

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My husband and I have had a working relationship with Rhys for over 10 years now. Rhys has assisted us in making sound financial decisions by providing us with simple solutions to making money on our investments, while keeping our comfort levels in mind. Rhys always connects with us when he feels there is a shift in the market to suggest changes where needed. We have had fantastic returns. He is very professional, knowledgeable and we would definitely recommend Rhys to anyone who is looking to start or diversify their investment portfolio.
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Karin Montgomery on Google

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Rhys has been great to work with in organizing our portfolio. He has taken the time to explain everything in an easy and understandable manner. He is available anytime we need him and has gone the extra mile for sure to make the transition to his services easy and seamless.
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Emily Harder on Google

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Rhys was great to work with! It was a long process but he was reliable, down to earth and kept everything positive. He gave me good advice and was always helpful. I 10/10 recommend Rhys and will come back for the next time I'm in need of financial services.
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Mike Leeming on Google

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Rhys is a great guy, super knowledgeable and worked with us to create a plan that made sense. We have all the confidence in the world in him and look forward to working together in the years to come!
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Bonnie Levesque on Google

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Rhys is an amazing financial advisor. If you are thinking about retirement and are totally confused he's your guy. He will take your information and analyze your current situation. Then he will make a graph showing you if and when you can retire, and what he can do for you to make this happen. Thanks to him I officially retired last week at the age of 54. Highly recommend!
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Frank Piechnik on Google

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We switched to Rhys approx 6 years ago and have never looked back. Rhys is by far the most proactive and communicative Financial Advisor we have dealt with over the 40+ years we have been investing. He never makes us feel like we are just β€œlittle fish” amongst big portfolios. He is sharp and exact in reading the nuances of the turbulent times we are in and his advice has proven to be dependable and rewarding. It is comforting to know your life savings are in the hands of an honest and skillful professional. I highly recommend him.
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Heather Newport on Google

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We are very impressed with the services Rhys has provided us since we switched our investments to him last year. He clearly pays attention to his clients goals and works with you to help achieve them. His efforts are most appreciated.
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Trina Finn on Google

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Rhys was fantastic to work with. He stayed on top of everything and sent us updates as to the progress of obtaining our insurance policy. He always got back to us right away with any questions we had, not to mention got us a great rate for our policy as well. We highly recommend him.

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