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Advantage Financial Services Inc

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Lethbridge, Canada

advfinancial.ca
Financial consultant· Life insurance agency

Advantage Financial Services Inc Reviews | Rating 5 out of 5 stars (5 reviews)

Advantage Financial Services Inc is located in Lethbridge, Canada on 104 13 Street North Suite 276 Plaza One. Advantage Financial Services Inc is rated 5 out of 5 in the category financial consultant in Canada.

Address

104 13 Street North Suite 276 Plaza One

Phone

+1 4033819195

Amenities

Toilets

Accessibility

Wheelchair-accessible entranceWheelchair-accessible toilet

Open hours

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Julia Steed

I came to Dan at Advantage Financial Service, after being with two other financial advisors, and it was the best decision I’ve made. Dan has always shown interest and professionalism in our interactions about my finances, and is very knowledgeable about the markets. I don’t know a lot about the stock market, and he always makes sure I don’t feel less about not knowing or understanding a concept. He takes time to explain plans and concepts, he checks in periodically to makes sure I’m up to date on things, and he has guided me through the pandemic crash with confidence. I’ve never seen such growth in my finances until I came to Dan. Make the switch to Advantage Financial, you wont regret it.

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Gordon Pommen

I have known Ryan and his team at Advantage Financial for over 10 years. We first worked together as colleagues until I retired and Ryan agreed to look after my clients. Ryan now manages my investments and is the consummate professional. Together with Dan, Launa and Skylar, they provide timely advice and are always attentive to the administrative details. I look forward to continuing my relationship with Ryan and his team for many more years.

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Trevor Wawro

Ryan, Monique, and everyone at Advantage Financial have been great to work with. During this unstable time in the markets this year, I’ve really appreciated the time they have taken to communicate what is happening, and where we are headed in this uncertain time. This is very important to me, like most, when it comes to my financial future. They have provided updates, checked in on me to see if I had any questions or concerns, and most importantly, have managed my portfolio very well. Highly recommend.

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Clay Kurtz

Great staff. Monique was always very prompt with answering any questions (large and small) that I had.

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Jeff Hill

Ryan and his team have always done a great job with my investments. Ryan has a very proactive approach, and is extremely knowledgeable and up to date on current market conditions. There is a great team at Advantage and would recommend them to anyone looking for a Financial advisor.

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