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

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.

Melissa Cowie-McKay

Dan has been a great Advisor for our family. Both with our personal insurance and our family investments

Donald Armstrong

We have been with Dan for years now. He is very professional & knowledgeable. His guidance for our future has been invaluable!