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5266 General Rd #15, Mississauga, ON, L4W 1Z7, Canada
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 9:00 p.m. | |
| Tue | 9:00 a.m. to 9:00 p.m. | |
| Wed | 9:00 a.m. to 9:00 p.m. | |
| Thu | 9:00 a.m. to 9:00 p.m. | |
| Fri | 9:00 a.m. to 9:00 p.m. | |
| Sat | 9:00 a.m. to 9:00 p.m. | |
| Sun | 9:00 a.m. to 9:00 p.m. |
Pretty disappointed… I had my consultation with Matthew Ford. I asked what the next steps were, which I was told that he’d send me quotes/plan options for us to move forward with, and from there we’d schedule another phone call. It’s been almost 2 weeks and I haven’t heard back. Surely sending a quote can be done in less than 2 weeks? Mostly upset that they’ve wasted my time.
Attempted to work with Ashley L. She is absolutely a pain and headache. Definitely still figuring out a few things. I would avoid working with her at all costs.
Craig and Al have been incredible guides for our business and have shown us how to maximize personally when considering the larger picture. They’re wealth planners that are interested in seeing their clients make the right moves at the right times. Highly recommend.
After working with Sergio, it's clear that he's looking out for me the client. In our 15 minute conversation I felt understood and left with new insights regarding my existing and potential investments that could help me achieve my goals further. Sergio has a depth and width of financial knowledge; most people who are interested in financial planning would be lucky to work with him.
Thanks a lot for sharing from a great professional insight.
Longevity Achieved has a 5 star rating with 314 reviews.
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