Clearwater Financial Services

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Frankford, Canada

clearwaterfinancial.ca
Financial consultant· Disability services & support organisation· Educational consultant· Investment service· Life coach· Life insurance agency· Pension office· Real estate agents

Clearwater Financial Services Reviews | Rating 4.6 out of 5 stars (6 reviews)

Clearwater Financial Services is located in Frankford, Canada on 39 Trent St N. Clearwater Financial Services is rated 4.6 out of 5 in the category financial consultant in Canada.

Address

39 Trent St N

Phone

+17059573895

Open hours

...
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Roxana Lovos

Mr. Dugan is a professional, kind and well experienced financial advisor. He has been helping my family with our finances for many years and we are very pleased with the precise, reliable and excellent service. I most certainly recommend Mr. Dugan to anyone seeking for great/honest financial advice.

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Sonia Lovos

Daniel is my husband. Among the many reasons why I respect him is his honesty. He is trustworthy. And he works hard to take care of his family. I admire his sense of duty when it comes to ensuring our wellness. Daniel is also my Financial Adviser. He has a vast knowledge when it comes to finances. I have seen him take course after course and achieve accreditation and distinction over many years. I trust his advice because I know he puts my best interest first, even when I have had doubts about the market, e.g., in 2008 when he pushed me out of Money Markets Funds and into Equity Funds.

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Dale Reynolds

Hello Dan.. I wanted to a minute and thank you for everything you have done for my family and myself!! In the short amount time that you and I have known each other you have helped me out tremendously by educating me, by understanding my own finances ... You truly have turned things around for me!! Your Professionalism, Patience and Knowledge is over the top! And I would recommend you to any one for Financial Advice.. Thank you so my friend!!

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Angie Chapman

There is no one that will do more for you than this guy, he is always working hard to make your future brighter .

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Kevin Chiasson

I'm not sure how much I can express the effort & thanks from Mr Dugas. Financially I was in a tough situation & with the help from Mr Dugas he helped me immensely. Mr Dugas is very passionate about what he does & I speak from experience for the excellent work he provided for me. I would definitely recommend Mr Dugas to anyone seeking a financial advisor. I can't thank him enough! Kevin.

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Robert Scozzari

Dan really knows his stuff. He helped me and my family set up and get over 3k of government funding that we were eligible for. I look forward to continuing to work with Dan.