Visionvest Financial Planning & Services
5/5
★
based on 8 reviews
Contact Visionvest Financial Planning & Services
| Address : | 15178 Buena Vista Ave, White Rock, BC V4B 1Y3, Canada |
| Phone : | 📞 +88 |
| Website : | http://visionvest.ca/ |
| Categories : | |
| City : | B |
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Maria Koehn on Google
★ ★ ★ ★ ★ We have worked with Arnold since 2009. I love how he can be trusted to manage our financial future. His ethical and conservative growth approach helps us trust his recommendations. Even through dips in the market, we are farther ahead working with a professional financial planner than managing our own assets. Arnold is a master at understanding how to maximize tax benefits around Charitable giving and RESP investments.
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Mike Bogelund on Google
★ ★ ★ ★ ★ Recently completed our annual review and had a great conversation with Arnold - he's been guiding us for many years and we trust his counsel deeply. The office as a whole is also great to work with - easy to contact and efficient at getting requests processed!
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Jo B on Google
★ ★ ★ ★ ★ My previous advisor retired and I was introduced to Arnold. I feel very fortunate he took me on as a client.
Arnold is knowledgeable, gives clear explanations and is very patient. I come away from our regular meetings with more insight and understanding. I receive updates and phone calls between in-office meetings. Whenever I call with a question Arnold is available or returns my call within a day.
I trust Arnold because he is honest. I know he is trying to do the best for me and I am sure for his other clients.
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Anthony L on Google
★ ★ ★ ★ ★ I've known Arnold for a handful of years and decided to switch my investments to his company 5 quarters ago in Oct 2019. Yes, just before the pandemic started. I have waited at least 1 year before rating Visionvest, so that I can post a slightly more objective review. I remember we met a couple times at the beginning, first to gather details on my then-current financial situation & risk tolerance & retirement objectives etc, and then a second time to recommend an investment plan that he thought would be best for me. I can tell you while Arnold definitely did not have a crystal ball in his office, he has used his expertise to put me on an investment plan that not only has survived covid (so far), but also has outperformed my previous investment strategy by a margin.
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Dawn Haering on Google
★ ★ ★ ★ ★ Arnold has been our financial advisor since 1998. We appreciate that he is always straightforward and honest and treats our money as carefully as if it was his own. No matter how big or small your investment portfolio is, Arnold will treat you like his most important client. Everyone in the office is enjoyable to work with and quick to respond when you need them.
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Joanne Lillos on Google
★ ★ ★ ★ ★ The people there are very professional, courteous and welcoming. Arnold is very personable and always explains the details to our satisfaction ensuring we fully understand. We feel that we are in very capable hands, he understands our comfort levels very well and we always leave feeling at ease knowing he is watching out for us. They have also been very responsive when we've needed him in a pinch. A great family company!
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Josef Pruger on Google
★ ★ ★ ★ ★ Arnold is my Financial Advisor for 15+ years.
We have established a solid, trustworthy relationship with him and his staff. We are always provided with prompt and excellent customer service and with excellent, knowledgeable financial advise, portfolio structuring and management.
We highly recommend Arnold and his staff.
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JUNE GATES on Google
★ ★ ★ ★ ★ I have just recently engaged Arnold at Visionvest and am more than impressed with our initial encounters with Arnold & his staff. They made us feel so important and valuable from the outset and at immediate ease discussing all of our particular financial issues!! We fèel so confident about Arnold's expertise and are more than grateful for the referral to him. We in turn will not hesitate to refer Visionvest to any friends we know who aee seeking financial advice.
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