Serviss Wealth Management
5/5
★
based on 8 reviews
Contact Serviss Wealth Management
| Address : | 1605 Pandosy St, Kelowna, BC V1Y 1P6, Canada |
| Phone : | 📞 +7788 |
| Website : | http://www.servisswealth.com/ |
| Categories : | |
| City : | Y |
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Jason Kilgren on Google
★ ★ ★ ★ ★ |
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Dustin from SocialPilot on Google
★ ★ ★ ★ ★ We appreciate all your feedback and comments!
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Matthew Livingston on Google
★ ★ ★ ★ ★ Meghan is very knowledgeable and was a pleasure to work with. I highly recommend her and the rest of the team at Serviss Wealth
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Anthony Berdan on Google
★ ★ ★ ★ ★ I've been working with Dustin for years. I trust with his constant desire for new education, I'm getting the most up to date info for my insurance and investment needs. Great staff to!
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Alyssa Regier on Google
★ ★ ★ ★ ★ Everything is always clearly explained to me in plain terminology that ensures I understand exactly what I'm getting. Unique options are offered that I never knew existed but are often being suggested because they would be a good fit for our planning. Meaning, they are also listening and learning who we are and what matters to us quite well in order to make suggestions that are of value to us.
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Chris Stephens on Google
★ ★ ★ ★ ★ I met with Dustin to renew my life insurance policy this morning. He took the time to explain different options, was efficient, and lowered the monthly cost. Highly recommend giving him a call!
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Jeff Krawchuk on Google
★ ★ ★ ★ ★ I have been a client of Serviss Wealth Management for years now. Dustin and his team have always provided me with sound and unbiased advice through multiple business purchases and sales, personal/family planning and have given me a road map that I am confident will lead to financial freedom. Its seeing the big picture and dealing with multiple strategies to accumulate wealth that has made the difference for me and makes me look forward to working with this team for many years to come!
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Melissa Simpson on Google
★ ★ ★ ★ ★ Meghan and Dustin were a great help in educating me and assisting me with creating a plan to match my goals. I would recommend working with the team, they are the first financial planners I felt actually listened to me and provided feedback on what would be best for me as opposed to what would make them the most money. I appreciate and recommend working with their team.
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