Grant Atwood (Harbourfront Wealth Management) - Victoria, British Columbia

Address: 4396 W Saanich Rd Suite #230, Victoria, BC V8Z 3E9, Canada.
Phone: 2508824149.
Website: harbourfrontwealth.com.
Specialties: Financial institution.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Gender-neutral restroom, LGBTQ+ friendly.
Opinions: This company has 16 reviews on Google My Business.
Average opinion: 5/5.

Location of Grant Atwood (Harbourfront Wealth Management)

2508824149

Harborfront Wealth Management, located at Address: 4396 W Saanich Rd Suite #230, Victoria, BC V8Z 3E9, Canada, is a well-known financial institution. They are committed to providing expert financial advice and guidance to their clients, with a focus on helping them achieve their long-term financial goals.

At Harborfront Wealth Management, they understand that every client is unique, and they take the time to get to know each one's individual needs and circumstances. This allows them to develop customized financial plans that are tailored to each client's specific goals and objectives.

One of the key features of Harborfront Wealth Management is their commitment to accessibility. Their location offers a wheelchair accessible entrance, parking lot, restroom, and seating, making it easy for everyone to visit and conduct business with them. They also have a gender-neutral restroom and are LGBTQ+ friendly, demonstrating their dedication to creating an inclusive and welcoming environment for all.

The team at Harborfront Wealth Management is made up of experienced and knowledgeable financial professionals who are passionate about helping their clients achieve financial success. They are committed to staying up-to-date with the latest industry trends and best practices, and they use this knowledge to provide the best possible advice and guidance to their clients.

Harborfront Wealth Management has received many positive reviews from their clients, with an average opinion of 5/5 on Google My Business. This is a testament to their dedication to providing excellent service and delivering on their promises.

If you are looking for a financial institution that you can trust to help you achieve your long-term financial goals, Harborfront Wealth Management is an excellent choice. They have the expertise, experience, and commitment to help you succeed, and their accessible location and inclusive environment make it easy to do business with them.

Recommendation:
Visit their website harbourfrontwealth.com to learn more about their services and how they can help you achieve your financial goals. Contact them today to schedule a consultation and start working towards a brighter financial future.

Reviews of Grant Atwood (Harbourfront Wealth Management)

Grant Atwood (Harbourfront Wealth Management) - Victoria, British Columbia

Ryan Hilker

5/5

Grant is always available to advise me on my financial planning, no matter how small or large the question may be. He provides a high level of service to all of his clients and maintains a high level of knowledge in the industry. I have worked with Grant for many years and would recommend him to all of my close contacts.

Glenda Elliott

5/5

I recently sold my house and had a fair amount of cash to invest. My experience with investing was limited and wasn't sure what to do. After speaking with Grant Atwood and getting some friendly and professional advice I decided to invest my money with Talisman Financial. I felt no pressure at all at anytime to do something I wasn't comfortable with. Taking the time to explain things to me is important to me, I feel I can call Grant anytime with questions or concerns. Even though I haven't been investing for a long time I am more than happy with the outcome so far. I have every confidence that this high level of service and return on my investments will continue! Grant and Talisman Financial is highly recommended!

clarence miedema

5/5

I have been investing with Grant for a few years now and will be able to reach my retirement goals with his professional advice and plan that he has structured for my own personal situation. He reviews my portfolio regularly, but also when I have had changes in my circumstances. I have no doubt that my best interests are of utmost importance to Grant/Talisman Financial.

Cameron

5/5

I have been investing with Grant for several years now and could not be happier with the service hes provided. Hes happy to answer any questions I may have and I can be confident in the advise I am given, as it has always been on point. I truly feel like a valued customer at Talisman compared to the bigger companies I have experience with, and would recommend to anyone I know looking for a financial planner.

Adam Hilker

5/5

Over the past 5 years I have been investing with Talisman. In that time I have gotten to know my trusted advisor Grant very well and he now is a good friend.
Grant is truely passionate about what he does and it shows in his detail. There has always been a quick to answer questions or concerns. I couldn't be happier with who I trust dealing with my funds. Thanks Grant.

Ashley Kelterborn

5/5

I’m so glad I have made the decision to work with Grant as my Financial Advisor. He has made the process very easy and walked me through anything that I had questions about. Grant gives me comfort of knowing my investments are being managed well.

I’d recommend Grant to anyone! ?

Evan Wiley

5/5

Financial planning comes in all kinds of 'shapes' and 'sizes'. Finding the right financial planner, however, is no easy task. Major banks often shuffle clients around making it difficult to trust and engage with their services. Grant and Talisman Investment Planning, on the other hand, offer personable, and individual-oriented services to all of their clients. I have been working with Grant for the past 6 years and he has continued to offer exceptional services with the right human touch.

Suzanne Tagliabracci

5/5

I have recently retired and moved across the country and Grant from Talisman Financial has been there for me every step of the way. I appreciate his hard work in setting up my retirement for me so I can feel confident and relaxed that all my finances are being handled in a caring and professional way. Thanks Grant!

Suzanne