Cascade Financial Group Inc : les conseillers de Winnipeg de confiance qui offrent des solutions personnalisées en matière de retraite, d'assurance et de planification financière.
Cascade Financial Group Inc est un cabinet-conseil financier basé à Winnipeg, au 1730 Corydon Ave, offrant une planification personnalisée de la retraite, une assurance vie et une couverture d'invalidité, ainsi que des conseils financiers continus. Les clients louent un service attentif et non intrusif, des explications claires des options, des réponses rapides et des plans qui correspondent à leurs objectifs, ce qui reflète une approche fiable et axée sur le client.
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Des stratégies personnalisées pour sécuriser votre avenir financier, y compris l'analyse des investissements et l'alignement des objectifs.
Options de couverture complètes pour l'assurance vie, l'invalidité et d'autres besoins en assurance, avec des explications claires.
Des conseils d'expert sur la gestion de la trésorerie, les habitudes de dépenses et la compréhension de la situation financière globale.
Des conseils sur l'assurance invalidité pour protéger vos revenus et vous apporter une tranquillité d'esprit.
Aide à la planification successorale et financière à long terme pour assurer une gestion efficace de vos actifs.
Note globale
Jen Mallette
I've been with Cascade Financial Group since 2003, and have been very happy with their professionalism, care, and insight. More recently, I have been working with Graham Stephens on my retirement plan. Graham is someone that I can trust, and I feel comfortable speaking. He actively listens to my concerns and is very good at discussing all the options. He is diligent and a pleasure to work with. I would recommend him to anyone that is looking for a trustworthy financial advisor who provides a comprehensive plan that aligns with their goals.
Don McEachern
We have worked with Graham at Cascade regarding our insurance and were more than satisfied with the service we received. Graham is very personable and did not push any products on us at all. He was very efficient and very knowledgeable. Thanks to him and Kimberly for quickly cancelling our insurance when it became too expensive. Any questions we had were answered quickly! Kudos to Graham and Kimberly. Would recommend them any time!👏👍Brenda McEachern
WCCP Finance
Tom is a true professional. He always goes above and beyond. We recently wanted to improve our monthly cash flow through becoming more financial aware of our spending habits. Tom took the time to analysis our monthly expenses and worked with us to come up with a plan. We feel very lucky to have Tom as our advisor. He ethical in every sense of the word. I give my highest recommendation for Tom.
Barrier Bay Resort
Thomas has for years given us great service and has always responded promptly to emails and calls. Recently he worked with our son and went above and beyond to make sure he understood the items we were discussing. Looking forward to working with Thomas for years to come.
Alex Haims
I recently met with Hans from Cascade Financial to talk about life insurance and disability coverage. He was thoughtful, easy to talk to, and explained everything clearly. I left our meeting feeling well-informed and confident about my options. If you’re thinking about getting started with your own coverage, I highly recommend reaching out to Hans at Cascade Financial!
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