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Southlake Wealth & Estate Group Inc.
- Real Estate
- Newmarket, ON
About this business
Location details
7, 17705 Leslie St 2nd Floor, Newmarket, ON, L3Y 3E3, Canada
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 4:00 p.m. | |
| Tue | 8:00 a.m. to 4:00 p.m. | |
| Wed | 8:00 a.m. to 4:00 p.m. | |
| Thu | 8:00 a.m. to 4:00 p.m. | |
| Fri | 8:00 a.m. to 4:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Professional, knowledgeable, and client-focused. Southlake Wealth & Estate Group made financial planning simple and stress-free. Highly recommend their services!
I had a wonderful experience with Andrew at Southlake Wealth & Estate Group. He made the complex process of estate and wealth planning clear, stress-free, and tailored to my unique situation. He really took the time to listen, answer all my questions, and guide me toward a plan that brings me peace of mind for the future. I appreciate his professionalism, kindness, and expertise — I feel much more prepared and secured after working with them. Highly recommend!
As a married couple, we highly recommend Southlake Wealth and Estate Group, and Andrew especially, for anyone looking to secure their financial future. From our very first consultation, we felt a profound sense of trust and confidence in him and their team. We have worked closely with Andrew for over a year now and have nothing but good things to say. He truly understands our financial goals are intertwined with our shared dreams and aspirations as a couple. He didn't just offer generic advice; instead, he took the time to c... read more
Highly recommend Southlake Wealth and Estate Group. From the very first meeting, Andrew took the time to truly understand me, not just my finances, but my long-term goals, values, and what matters most to me. He approaches each conversation with patience and clarity, always making sure I understand the options available and the reasoning behind his recommendations. What sets Andrew apart is the personalized attention and genuine care he brings to the process. He’s not just focused on numbers—he’s invested in helping me build... read more
Lee & team have served me, starting in my mid-60's for several years, with btw, the smartest approaches, intelligent allocations, and estate planning. All of which for 35 yrs.. I 'kinda thought' I was doing. I had not, and the results of those past decades were very disappointing, nearly pointless. This has now completely changed.. and my pathway into retirement years are on the right trajectory, finally. Thanks Team SWEG !
Frequently asked questions about Southlake Wealth & Estate Group Inc.
How is Southlake Wealth & Estate Group Inc. rated?
Southlake Wealth & Estate Group Inc. has a 4 star rating with 8 reviews.
When is Southlake Wealth & Estate Group Inc. open?
Southlake Wealth & Estate Group Inc. is open now. It will close at 4:00 p.m.
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