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Assante Wealth Management - Stoney Creek - Paula Swick

5.0

About this business

Location details

10 2nd St N, Stoney Creek, ON L8G 1Y6, Canada, Stoney Creek, ON, L8G 1Y6, Canada

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WeekdayScheduleStatus
Mon9:00 a.m. to 6:00 p.m.
Tue9:00 a.m. to 6:00 p.m.
Wed9:00 a.m. to 6:00 p.m.
Thu9:00 a.m. to 6:00 p.m.
Fri9:00 a.m. to 6:00 p.m.
SatClosed
SunClosed
5.08 reviews
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Heather Perry's profile image
Heather Perry 
on Google
a year ago

Paula has helped our family navigate tough financial decisions with compassion and our best interest at heart. Her financial knowledge coupled with tailored advice to our personal situation made us feel at ease knowing our money was in good hands. It's important to have trust when working with a financial advisor and Paula has ours! I highly recommend working with Paula to achieve your financial goals. 

Shayna Beeksma's profile image
Shayna Beeksma 
on Google
a year ago

Paula is fantastic. She is a leader in her field. Her excellent client service ethic makes her approachable and trustworthy for all types of potential clients - from those with modest amounts of money to invest to those with significant assets to invest. Those that I have referred to her have said wonderful things about their experiences. I will happily continue to refer to her, and highly recommend that anyone in need of her services, get in touch with her! You'll only wish that you had done so sooner. 

Kate Ross's profile image
Kate Ross 
on Google
a year ago

Paula is a fantastic financial advisor. I have been working with her for over a year now. She’s very patient and is able to explain complex financial terms in an easy way. She has helped me manage my personal finances and my business finances. She’s great at debt management as well as savings and investments management. I highly recommend Paula as a financial advisor. 

Lacey Collver's profile image
Lacey Collver 
on Google
a year ago

Paula is very helpful and makes sure to cover all the bases. She has been available for me at any time I’ve needed and answers any questions I have! 

Tyler Richards's profile image
Tyler Richards 
on Google
3 years ago

Why do I feel comfortable connecting my clients with Paula? It is simple, Paula cares about the people she works with and always has their best interests in mind. Paula's warm smile makes people feel comfortable when talking about their most intimate financial details. I recommend connecting with Paula to discuss your financial goals, allow Paula to help your dreams become realty. 

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Frequently asked questions about Assante Wealth Management - Stoney Creek - Paula Swick

How is Assante Wealth Management - Stoney Creek - Paula Swick rated?

Assante Wealth Management - Stoney Creek - Paula Swick has a 5 star rating with 8 reviews. 

When is Assante Wealth Management - Stoney Creek - Paula Swick open?

Assante Wealth Management - Stoney Creek - Paula Swick is closed now. It will open tomorrow at 9:00 a.m. 

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