UF
Unison Financial Solutions Inc.
Estrategias financieras personalizadas para un futuro seguro en Montreal.
5(5 reseñas)
Insurance
$$$
Estrategias financieras personalizadas para un futuro seguro en Montreal.
Unison Financial Solutions Inc. es una agencia de seguros y consultoría financiera de primer nivel con sede en Montreal, que ofrece asesoramiento experto a personas y familias. El equipo, que incluye asesores como Jeffrey y Adrien, proporciona una planificación financiera personalizada y holística, gestión de inversiones y soluciones de seguros. Conocidos por su comunicación atenta y clara y por sus consejos prácticos, ayudan a los clientes a alcanzar sus objetivos a largo plazo con confianza y un rendimiento excelente.
No hay fotos disponibles
Análisis integral y soluciones de cobertura de seguros personalizadas para necesidades de vida, salud y propiedad.
Gestión experta de carteras con un enfoque en el crecimiento sostenible y estrategias de riesgo equilibradas.
Estrategias de jubilación personalizadas para garantizar recursos financieros y seguridad para el futuro.
Revisión detallada de las situaciones financieras y establecimiento de metas con consejos claros y prácticos.
Enfoque personalizado y sin juicios que abarca todos los aspectos del bienestar y la planificación financiera.
I strongly comment the diligence and expertise of Jeffrey Wu of Unison Financial Solutions Inc. Despite my portfolio being of quite modest (sub-$M) value and in low-risk investments, Jeffrey has managed it expertly to provide sustained, significant growth, year over year. I wish him and his Organization all success!
I’ve been working with Jeffrey for about a year now, and it’s been a truly great experience. He knows his stuff, explains everything clearly, and always makes sure he listens and understands my goals before giving any advice. His recommendations have been practical, balanced, and easy to follow. He’s quick to respond, very attentive, and overall just really kind and nice. We also get along well personally, which makes every conversation feel easy and enjoyable. And of course the investment performance this past year have been excellent. Really happy to have him as my advisor. Highly recommend!
A colleague of mine recommended Jeffrey and his team at Unison Financial Solutions Inc. several years ago and it was the best move I’ve made. Jeffrey took the time to do a thorough review of my financial situation and what my goals were for the future. I wasn’t always easy to connect with but he persevered and the outcome has been great. I finally feel that I will have the resources to retire and know that if I have any questions or concerns, Jeffrey and his team are there to help.
I had an excellent experience working with Jeffrey and his team. They were professional, responsive, and took the time to analyze my financial situation. The process was smooth from start to finish, and I felt confident knowing I was getting the best coverage for my needs. I highly recommend their services.
I've had a great experience with Adrien Dumas so far! He's been extremely helpful in guiding and assisting me through my financial journey as well as helping me understand the options that are available to me. He's taken the time to understand my goals and has also been very considerate of my needs. He provides a personalized, non-judgmental, and holistic approach all while being patient and kind. I trust his professional judgement, have confidence in his skills, and feel well supported by him. Thanks Adrien!
Reclama Unison Financial Solutions Inc. para actualizar la información, responder reseñas y acceder a las estadísticas.
