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9AM - 5:30PM
73 Bridge St
Financial Planners
“Daniel's straightforward and no-nonsense advice exceeded my expectations, and I'm grateful for his prompt and insightful assistance. I wholeheartedly recommend him to anyone seeking a reliable financial advisor.”
8:30AM - 5:30PM
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Financial Planners
“Used Carl Summers to get our first mortgage, Carl is great and talked us through the process step by step. He was recommended to us by several friends who had also had a good experience.Found us a great rate and reapplied several times as rates lowered through the house buying process. All very friendly and great communication. Will be back!”
“Genuinely cannot fault the service from Chris and the whole team that did so much for us last year. Everything they did albeit remotely was superb customer service! We as a family are signed up and all our financial business is taken care of for our future.”
“I dealt with Lee when buying my first home. From start to finish he was absolutely amazing. He dealt with the estate agents for me and discussed my options with mortgage lenders and what policies/insurances I would need in place. He always responded quickly and was so helpful. I honestly cannot recommend him enough and will always use him in the future.”
“We have worked with Paul and his very knowledgeable team for many years. We have found them to be very professional, and they always act in an independent way with the best interests of their clients being their top priority. Highly recommended”
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
“Great communication and advice given throughout the process, friendly and personal service given and kept an eye on the rates during these tumultuous times to ensure I got the best offer possible”