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Visionvest Financial Planning & Services

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White Rock, Canada

visionvest.ca
Financial plannerHealth insurance agencyInvestment serviceLife insurance agencyTax consultant· Financial planner· Investment service· Tax consultant· Health insurance agency· Life insurance agency

Visionvest Financial Planning & Services Reviews | Rating 5 out of 5 stars (5 reviews)

Visionvest Financial Planning & Services is located in White Rock, Canada on 15178 Buena Vista Ave. Visionvest Financial Planning & Services is rated 5 out of 5 in the category financial plannerhealth insurance agencyinvestment servicelife insurance agencytax consultant in Canada.

Address

15178 Buena Vista Ave

Phone

+1 6045422818

Service options

Online appointmentsOn-site services

Amenities

Toilets

Accessibility

Wheelchair-accessible entranceWheelchair-accessible toilet

Open hours

...
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Anthony L

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.

T

The Great Gazoo

I've known Arnold for a long time and he is one smart guy! He is a great advisor and is very trust-worthy which is obviously necessary when needing advice for financial planning. He also offers help for taxes and insurance needs. I highly recommend him and his team for your needs.

D

Doug Worbets

Arnold listened to my questions and objectives. We had a positive productive discussion of projections. He then provided several options that will suit my portfolio and plans at this time. He took the time to make sure I understood the options.

R

Ron Kubara

After years of having Visionvest manage our retirement funds prior to and during our retirement, it has proven to be our best investment decision. The markets have been up and down and yet we can sleep at night knowing we will have the funds we need as time moves on. Arnold and his Team are excellent communicators with professional interpersonal skills and customer service. They listen to us, respond promptly and fit in our schedule; we don’t have to fit in theirs.

D

Dawn Haering

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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