Rivershore Wealth Planning
5/5
★
based on 8 reviews
Contact Rivershore Wealth Planning
| Address : | 2420 McCallum Rd #201, Abbotsford, BC V2S 6R9, Canada |
| Phone : | 📞 +89 |
| Website : | http://www.rivershorewealth.com/ |
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| City : | S |
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Wilma Ratzlaff on Google
★ ★ ★ ★ ★ Joel is a reliable source of knowledge and can always be counted on to respond to any requests we have. He consistently works on doing the best he can for our portfolio.
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Koenraad B on Google
★ ★ ★ ★ ★ Joel has been our financial planner for over 8 years. Joel has a keen eye to serving his customers. He does an excellent job breaking down the benefits of his financial products and the new investment opportunities available to us. I recommend Joel highly!!!
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Kurt Rosenberg on Google
★ ★ ★ ★ ★ We have been working with Joel for over 10 years and find him to be trustworthy and professional. He always looks after our best interests. I have no hesitation in referring him to friends and family to help them with their financial planning.
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Josh Rostek on Google
★ ★ ★ ★ ★ I have been investing with Joel for a number of years now and find him to be completely trustworthy and professional. He is willing to work around my schedule and has also expressed a genuine interest in my family. It has been a true pleasure since the very beginning. Thanks Joel!
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Kim Bertholm on Google
★ ★ ★ ★ ★ Joel has been my financial planner for many years. He’s a keen listener and asks relevant questions. He takes the time to get to know his clients and offers great solutions to help them through life’s battles. He’s been great to work with and I always know he has my best interests at heart. I highly recommend Joel for his honesty and integrity. Thank you Joel for helping me manage my future.
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Judy Larsen on Google
★ ★ ★ ★ ★ Joel has been our financial advisor for a number of years now and we are very happy with his quality of service. Joel cares sincerely about his clients, proactively reaches out when he has suggestions, and processes things quickly. He also considers our needs and carefully suggests based on those needs. And, he has great connections for services such as mortgages etc. After experiencing what banks offer and having advisors change all the time there, working with Joel has been a treat and it has kept me accountable to my needs as well as on track with an investment plan. I couldn’t recommend a better financial advisor.
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April Nickel on Google
★ ★ ★ ★ ★ Joel has been our financial advisor for a few years now, and it is such a joy and pleasure to work with him. He is professional, trustworthy, and genuine. He clearly knows his stuff, and is able to answer our questions and explain things in a clear and easy to understand way. Not only that, but he's very personable, and I look forward to every meeting we have with him. I highly recommend Joel & Rivershore Wealth Planning for your financial planning!
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Fred Sutherland on Google
★ ★ ★ ★ ★ Joel has been our financial adviser for the last few years and has been absolutely fantastic! He has helped us immensely in starting our investment portfolio as well as providing the insurances we need as a family. I would highly recommend him to anyone needing financial services.
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