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Chloe Lee - Independent Financial Planner
- Finance
- Vancouver, BC
About this business
Location details
1200 W 73rd Ave, Vancouver, BC, V6P 6G5, Canada
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 10:00 a.m. to 7:00 p.m. | |
| Tue | 10:00 a.m. to 7:00 p.m. | |
| Wed | 10:00 a.m. to 7:00 p.m. | |
| Thu | 10:00 a.m. to 7:00 p.m. | |
| Fri | 10:00 a.m. to 7:00 p.m. | |
| Sat | 10:00 a.m. to 7:00 p.m. | |
| Sun | 10:00 a.m. to 7:00 p.m. |
It's been a greatly helpful and productive journey with Chloe! We had a concern in regards to preparing and managing our assets in our unique situation and she helped us to clearly sort them out using her professional knowledge and skills as we expected our plans to be! We are so excited to keep setting up financial goals and plans with her. Highly recommended :)
She is incredibly knowledgeable and goes the extra mile to answer any questions you may have. She understands personal financial situations well and provides honest responses. If she's unsure about something, she double-checks before getting back to you. She offers helpful suggestions and recommends banking and insurance products without being pushy. Highly recommended!
As someone who was new to investing, I had a lot of questions and concerns about how to plan for my future. Chole was incredibly patient and thorough in explaining everything to me. What I appreciated most about her was that she never pressured me into any particular investments or policies. Instead, she took the time to listen to my goals and helped me develop a plan that made sense for my individual needs. She is knowledgeable, approachable, and genuinely cares about helping her clients achieve their financial goals. Thank... read more
Chloe is very knowledgeable and helpful ! She is very attentive to my inquiries and always explains it well to me. I highly recommend her to anyone who requires a financial advisor.
It has been great years having Chloe as financial advisor! She is very professional and a caring person. Our financial situation is more structured and got great tips on saving. Thank you for your hard work 👍
Frequently asked questions about Chloe Lee - Independent Financial Planner
How is Chloe Lee - Independent Financial Planner rated?
Chloe Lee - Independent Financial Planner has a 5 star rating with 7 reviews.
When is Chloe Lee - Independent Financial Planner open?
Chloe Lee - Independent Financial Planner is closed now. It will open at 10:00 a.m.
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