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Volpe Financial Solutions

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Oakville, Canada

volpefinancialsolutions.com
Financial consultant· Health insurance agency· Investment service· Tax consultant· Financial Services· Financial institution· Investment bank· Life insurance agency

Volpe Financial Solutions Reviews | Rating 5 out of 5 stars (4 reviews)

Volpe Financial Solutions is located in Oakville, Canada on 446 Reynolds St. Volpe Financial Solutions is rated 5 out of 5 in the category financial consultant in Canada. Our family-owned brokerage focuses on finding an ideal insurance and investment solution to fit your personal or corporate needs. We strive to deliver service that is over and above your expectations.

Address

446 Reynolds St

Phone

+1 4167021017

Company size

1-10 employees

Headquarters

Oakville, Ontario

Founded

2017

Amenities

Toilets

Accessibility

Wheelchair-accessible entranceWheelchair-accessible toilet

Open hours

...
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Emily

So far my experience has been amazing. I get nervous around finances. I want to make sure I am investing my money properly and really didn’t know where to start. Brett made me feel comfortable and broke everything down for me so that I felt comfortable moving forward. He has been more than patient and quick the respond to any questions or concerns that I may have. I truly appreciate his approachability. I truly recommend Volpe Financial Solutions to anyone.

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Lauren Miller

My partner and I have been working with Brett for about 5 years now, and we can only say great things! He is extremely knowledgeable, always professional, and has always made us feel comfortable to ask all the questions we may have. He is easy to work with, listens attentively, and provides a truly personalized financial plan. We would highly recommend Brett and the Volpe Financial Solutions team!

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Chris Cottick

Working with Brett has been a great experience. We have worked together and built out a custom portfolio that meets my family's needs and he is always super responsive whenever I have questions. He has always gone above and beyond, taking time to explain certain strategies and outlining benefits and risks to each method. I have full confidence that Brett is looking out for our best interests and look forward to working with him for many years to come. I would 100% recommend VFS.

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Kevin G

Very pleased with the services offered by the Volpe team. Gavin was a big help and very knowledgeable. He was eager to personalize my plan which made for a smooth transition with his informative approach. I would not hesitate to recommend going with this team for your financial needs.

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