Financial Agency
North York, ON
Phone: +14166148046Format verified (CA)
Website: financialagency.com
Trust signals
- ✓ Online since 2000
- Format verified (CA)
Mostly positive reviews
Financial Agency offers tailored financial solutions for individuals and businesses.
Financial Agency is dedicated to providing comprehensive corporate and personal financial solutions. Based in North York, Ontario, they specialize in creating customized financial security plans that cater to the unique needs of their clients, whether they are starting a family, preparing for retirement, or managing a business. With a focus on integrated planning, the agency evaluates clients' needs and risk tolerance to recommend the best products and services. Their team of qualified specialists ensures that clients receive in-depth market research and analysis to make informed financial decisions.
Business stage
established
Local competition
medium
Profile confidence
60%
Services & offerings
financial planning, risk assessment, investment advice, tax planning, retirement planning
Who they serve
Individuals and businesses seeking tailored financial solutions.
What sets them apart
- customized financial plans
- integrated planning approach
- team of qualified specialists
Team size
Unknown
NAICS
541211
Mostly positive reviews
The reviews highlight a commitment to understanding and meeting clients' financial needs through personalized solutions.
Technology
Uses Microsoft 365