Reviews of Caldwell Wealth & Estate Advisory Ltd. (Financial Consultant)

650 Cataraqui Woods Dr #201, Kingston, ON K7P 2Y4, Canada

DESCRIPTION

Here you will see all the opinions of people like you who bought the services of Caldwell Wealth & Estate Advisory Ltd. (Financial Consultant) in the territory close to Gananoque (Canada).

At present this firm receives a rating of 5 over 5 and the score is based on 7 reviews.

As you can read, its rating is superb, in fact, it is the highest overall average it can get., and it is based on quite a few reviews, so the assessment is reasonably faithful, although it doesn't have a large amount of valuations to confer it absolute reliability.

As you know, we don't usually bother to place tatings when these are positive and we usually do it only if we have had a problem or issue...

This Financial Consultant corresponds to the category of Financial planner.

Where is Caldwell Wealth & Estate Advisory Ltd.?

REVIEWS OF Caldwell Wealth & Estate Advisory Ltd. IN Gananoque

Danielle Dias

Chris Matthey

I have worked with Dan Lambert and Michael Caldwell at Caldwell Wealth for nearly a decade. I have been very pleased about my experience with each of them. Dan and Michael are very knowledgeable, professional, and thorough. I would not hesitate to recommend Dan or Michael to any potential client.

D B

One of the best decisions we have ever made is to invest in ourselves and business through a relationship with Caldwell - specifically Jason Stubinsky. Jason gets us and our goals, he see's our big picture and believes in it, assisting us and advising courses of action to get us where we need and want to be. It has been a very rewarding experience for us overall. Outside of the vast financial/investment knowledge and resources for insurance coverage and more - Jason is a personable, down to earth person who genuinely cares. We appreciate a comfortable environment where the expert works his magic, but is able to present it in not only a professional way, but also in context we understand!! We are always greeted with kindness and professionalism by all staff at Caldwell, and share our experience often with people. Thanks you!

Rick Frasso

It is comforting to know that Michael is not only concerned with our financial well being but also our personal and family concerns. I feel that this organization puts me first. Safety, security and honestly is what Caldwell provides.