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T.E.A.M. Financial Solutions

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Waterloo, Canada

teamfinancialsolutions.com
Financial planner· Financial institution· Investment service· Life insurance agency

T.E.A.M. Financial Solutions Reviews | Rating 5 out of 5 stars (5 reviews)

T.E.A.M. Financial Solutions is located in Waterloo, Canada on 180 Northfield Dr W #6. T.E.A.M. Financial Solutions is rated 5 out of 5 in the category financial planner in Canada.

Address

180 Northfield Dr W #6

Phone

+1 5194988326

Amenities

Toilets

Accessibility

Wheelchair-accessible entranceWheelchair-accessible toilet

Open hours

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A

Adrienne Carter

Theresa Dietrich has been an excellent advisor for our family for over a decade, she never steered me wrong. I appreciate her honesty and dedication to her clients.

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Jeff Holmes

Theresa Dietrich is a LEGEND. We started our relationship with Theresa from a friend's recommendation and it has been one of the best financial partnerships for my family. She continues to deliver value even though we're small fish and still treats us like we're a VIP. You HAVE to chat with Theresa

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Dave Lefebvre

Just wanted to thank Tony for all the good work that you have done for me and my wife. Also wanted to thank Gayle, Ivana, and Jane, who help out quite a bit when transactions need to be done in short order. Very appreciated.

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Brian C

I recently had an issue with CRA. Gayle was on it and the problem was resolved promptly. Thank you Gayle , and Bill !!!

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Meghan Shantz

Theresa has been my advisor for over 10 years and I couldn’t be happier with the results I have had with her! Theresa has always taken the time to understand my financial objectives and develop a solution to ensure I was able to achieve these goals. Theresa provides me with honest and timely updates regarding my financial performance. She is proactive in reaching out to me when it is time to re-examine my portfolio and shift funds into better performing investments. I continually feel that she puts my interests first and advises on strategies that will yield the best results for me. With a strong drive for results, Teresa is approachable and patient, taking the time to explain the financial strategies and how they will deliver results. It is because of Theresa that I was able to buy a house this year and I would highly recommend her to reach your financial goals!

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