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Degraaf financial services is an average company. The customer service is decent and the rates are reasonable. However, I have had some issues with their online banking system. Overall, it is an okay option if you are looking for basic financial services.
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Degraaf Financial Services: seu planejador financeiro independente confiável
A Degraaf Financial Services é uma importante empresa independente de planejamento financeiro que atende à comunidade de Burlington desde 2009. Com foco em renda de aposentadoria e planejamento imobiliário, a Degraaf Financial Services ajudou inúmeras pessoas e famílias a atingirem suas metas financeiras e garantirem seu futuro.
Como planejador financeiro independente, Degraaf Financial Services não está vinculado a nenhum produto ou serviço específico. Isso significa que eles podem fornecer conselhos e recomendações imparciais com base apenas em suas necessidades e objetivos exclusivos. Esteja você apenas começando sua carreira ou se aproximando da aposentadoria, Degraaf Financial Services pode ajudá-lo a criar um plano personalizado que o ajudará a atingir seus objetivos financeiros.
Planejamento de Renda de Aposentadoria
Uma das principais áreas de especialização da Degraaf Financial Services é o planejamento de renda de aposentadoria. A equipe da Degraaf entende que as metas de aposentadoria de cada pessoa são diferentes, por isso dedicam um tempo para conhecer cada cliente individualmente antes de criar um plano personalizado.
Se você deseja viajar pelo mundo na aposentadoria ou simplesmente aproveitar o tempo com a família e amigos, Degraaf pode ajudar a garantir que você tenha dinheiro suficiente economizado para sustentar seu estilo de vida durante seus anos dourados. Eles trabalharão com você para identificar possíveis fontes de renda, como benefícios da Previdência Social, pensões, investimentos e muito mais.
Planejamento Imobiliário
Além de ajudar os clientes a planejar suas próprias aposentadorias, Degraaf também se especializou em planejamento patrimonial. O planejamento imobiliário envolve a criação de uma estratégia abrangente de como seus ativos serão distribuídos depois que você falecer.
A equipe de especialistas da Degraaf pode ajudar a orientá-lo nesse processo, fornecendo conselhos sobre tópicos como testamentos, fundos, documentos de procuração, designações de beneficiários e muito mais. Ao trabalhar com eles no planejamento imobiliário agora enquanto ainda está vivo, garante a tranquilidade de saber que tudo está resolvido quando alguém falece.
Eleito um dos melhores de Burlington desde 2009
A Degraaf Financial Services é reconhecida como uma das melhores empresas de planejamento financeiro de Burlington desde 2009. Isso é uma prova de seu compromisso em fornecer serviços excepcionais e consultoria personalizada para cada cliente.
Sua equipe de profissionais experientes se dedica a ajudar os clientes a atingir seus objetivos financeiros, não importa quão grandes ou pequenos. Esteja você apenas começando sua carreira ou se aproximando da aposentadoria, a Degraaf Financial Services pode ajudá-lo a criar um plano que o preparará para o sucesso.
Um conselheiro sênior que se importa
Na Degraaf Financial Services, eles entendem que os idosos têm necessidades únicas quando se trata de planejamento financeiro. É por isso que eles têm uma equipe dedicada de consultores especializados em trabalhar com idosos.
Seus consultores seniores dedicam tempo para conhecer cada cliente individualmente e fornecer aconselhamento personalizado com base em suas necessidades e objetivos específicos. Eles podem ajudar em tudo, desde o planejamento da renda da aposentadoria até o planejamento patrimonial, garantindo que os idosos possam aproveitar seus anos dourados sem se preocupar com dinheiro.
Conclusão
Se você está procurando um planejador financeiro independente que realmente se preocupa com o seu futuro, não procure mais, Degraaf Financial Services. Com mais de uma década de experiência atendendo à comunidade de Burlington, eles têm a experiência e o conhecimento necessários para ajudá-lo a atingir suas metas financeiras.
Se você precisa de ajuda com planejamento de renda de aposentadoria ou planejamento imobiliário, a equipe de especialistas da Degraaf está aqui para ajudá-lo a cada passo do caminho. Entre em contato com eles hoje para obter mais informações sobre como eles podem ajudar a garantir seu futuro!
dgfinancial.ca
