T.E.A.M. Financial Solutions
5/5
★
based on 8 reviews
Contact T.E.A.M. Financial Solutions
| Address : | 180 Northfield Dr W #6, Waterloo, ON N2L 0C7, Canada |
| Phone : | 📞 +9988 |
| Website : | http://teamfinancialsolutions.com/ |
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| City : | L |
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Adrienne Carter on Google
★ ★ ★ ★ ★ Theresa Dietrich has been an excellent advisor for our family for over a decade, she never steered me wrong. I appreciate her honesty and dedication to her clients.
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Elysia Cook on Google
★ ★ ★ ★ ★ As one of Theresa's first clients 8 years ago I can honestly say I wouldn't trust anyone else with my family's financial security. I've watched Theresa work from the bottom up and I couldn't be more impressed with her work ethic, honesty, communication and her need to keep learning.
She is very open and upfront about the products SunLife offers but isn't like other financial planners that push products on you when you don't need them. She genuinely cares and only suggests the appropriate products after looking at your current and future situation (marriage, kids, etc). She has become so apart of our lives that she was the one to say we needed to look at our life insurance after our first child was born.
With Theresa, I feel I don't have to worry about bad investments. Again, she looks at our current situation and makes suggestions to adjust our investments accordingly. She is constantly watching the news to see how it will affect the market and gives us a call if she thinks we need to move our money.
My husband and I couldn't be happier knowing that Theresa is looking out for us and our family.
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Oliver Smelt on Google
★ ★ ★ ★ ★ Theresa Dietrich has been my Financial Advisor through T.E.A.M. Financial Solutions for the last 6 years and I can say that without a doubt I would not be in the favourable position I'm in today financially without her help and guidance. Theresa helped me set up a TFSA with monthly automatic deposits, and has consistently kept me abreast of how my money is doing while contributing valuable insights and suggestions along the way. As someone who doesn't keep a very close eye on the markets, I knew that I could always trust Theresa to provide me with timely, honest and accurate insight on where things were at. Theresa's focus has always been solely on what would be the best for me and my financial situation. I'm sure I speak for most of her clients when I say that she is everything you could wish for in a financial advisor!
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Karlie Doucette on Google
★ ★ ★ ★ ★ Theresa has been my financial adviser for almost 5 years now and I couldn't think of a better person to help me achieve my financial goals. She always gave me great advice, was honest, and really helped me learn along the way. She is extremely trustworthy and I've recommended her to many friends because she's fantastic at what she does.
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Al Orth on Google
★ ★ ★ ★ ★ Thank you to Theresa Dietrich and Gayle Ohlenroth for their extraordinary work helping me resolve a very perplexing CRA issue. I needed historical information and they immediately took on the challenge of investigating and ultimately guiding me to the party who could resolve the issue. This was not a simple task - it took several emails and calls over a 6 week period for them to sort things out. Their perseverance and commitment to customer service far exceeded my expectations.
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Meghan Shantz on Google
★ ★ ★ ★ ★ Theresa has been my advisor for over 10 years and I couldn’t be happier with the results I have had with her! Theresa has always taken the time to understand my financial objectives and develop a solution to ensure I was able to achieve these goals. Theresa provides me with honest and timely updates regarding my financial performance. She is proactive in reaching out to me when it is time to re-examine my portfolio and shift funds into better performing investments. I continually feel that she puts my interests first and advises on strategies that will yield the best results for me. With a strong drive for results, Teresa is approachable and patient, taking the time to explain the financial strategies and how they will deliver results. It is because of Theresa that I was able to buy a house this year and I would highly recommend her to reach your financial goals!
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Jacqueline Snyder on Google
★ ★ ★ ★ ★ Theresa Dietrich is a LEGEND. We started our relationship with Theresa from a friend's recommendation and it has been one of the best financial partnerships for my family. She continues to deliver value even though we're small fish and still treats us like we're a VIP. You HAVE to chat with Theresa
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Ashley Mossman on Google
★ ★ ★ ★ ★ Theresa and her team are incredibly knowledgeable and helpful. Her patience and guidance in teaching me the basics of financial planning and investing have been invaluable. Not only does she provide sound advice but she educated me along the way so I can make informed decisions about my finances. Highly recommend working with Theresa and her team.
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