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Customer Review Ratings
Average of 2 Customer Reviews
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Review fromTamara G
Date: 31/12/2023
5 starsTamara G
Date: 31/12/2023
Very professional, very competent service. **** has taken the burden off me with her vast knowledge and experience. I'm confident that she has considered my best interests for the future and going forward I know that my financial and estate affairs are in good hands. I especially appreciate her prompt responses to questions and willingness to meet in my home. I highly recommend her services.
Financial Concierge Inc.
Date: 01/01/2024
Thank-you ******! it is a pleasure to work with you. We enjoy meeting with clients in their homes. It saves then from driving especially in the winter and allows us to get a ****** understanding of their situation.Review fromHeather B
Date: 18/12/2023
5 starsHeather B
Date: 18/12/2023
Such a relief in having **** involved in independently assisting an Elder family member with her financial affairs! In her followup on her responsibilities in this role, she has served my family with with competence and integrity. She has been diligent, resourceful, and thorough in troubleshooting the challenges involved in her support role and in creating safety for this elder member of my family.Financial Concierge Inc.
Date: 19/12/2023
Thank-you so much for the feedback! It is a pleasure working with you and your family .
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