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Business Profile

Financial Planning Consultants

Wiltshire Financial Management Inc
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB

Reviews

Customer Review Ratings

5

Average of 8 Customer Reviews

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Review Details

  • Barry M

    Date: 12/08/2024

    I've been with Doug for a year now and he has helped me get a significant return on a modest investment. Doug is easy to talk to to, very informative and not pushy. He gives you the information you need in order to make an informed decision on your finances. He is quick to respond to emails and will set up a zoom session or an in office visit, if a more detailed discussion is required. I highly recommend Doug for your financial investment/retirement planning needs.

  • Kim S

    Date: 01/08/2024

    I have had Doug Wright as my Financial Planner for many years. Doug is personable, accessible and has a unique way of making Financial Planning very practical. When I retired, Doug did a review of our Financial Status at the time and I was able to get an insurance plan set up through Doug that has already done well in terms of dividends and will provide the security my daughter will need when we are no longer around.
    I wouldn't hesitate to recommend Doug to anyone who wants to work with someone who cares about his clients and who has a friendly and approachable manner, something Nova Scotians have always prided ourselves on that unfortunately is changing in this profit driven society.

  • James C

    Date: 31/07/2024

    Solid financial planning advice from an experienced and personable advisor with deep Nova Scotian roots. Doug sees the whole picture, not just a piece of it.

  • Jim D

    Date: 31/07/2024

    All of our dealings with Wiltshire have been top notch. Doug Wright has kept us in the loop on all decisions, has kept information very transparent, and schedules regular check-ins or meetings to make sure we're all on the same page. And one trait we consider of great value, on the rare occasion there's bad news to deliver, Doug tells it like it is, and makes no effort to distance himself from a particular result. We solve it together with Doug's recommendations and quickly get moving forward together. In the length of time we've been working with Doug and Wiltshire, its all positive.

  • G. T

    Date: 31/07/2024

    Doug is wonderful to deal with. He is knowledgeable, friendly, professional, caring and detailed in explanations. He is hIghly recommended.

  • maureen a s

    Date: 31/07/2024

    For anyone wishing to find a person to trust with their finances, Doug Wright is excellent!
    I have known Doug for over 40 years. He has been managing my finances this past year after I was injured in an accident. Feeling very vulnerable, I was so relieved to have someone I knew I could trust.
    He has a casual way of explaining things while being very professional and competent in his field. He keeps me up to date on a regular basis and is only a phone call away when I have questions.
    I would highly recommend Doug !!!
    ******* ******

  • Cheryl G

    Date: 31/07/2024

    I have worked with Doug Wright for many years and have found him to be knowledgeable and trustworthy. He continually maintains contact with me and I would recommend him to potential investors, absolutely.

  • Anne L

    Date: 31/07/2024

    We have dealt with Doug Wright at Wiltshire Investments for 10 years. He is a trusted professional who keeps in regular touch providing focused financial advise and guidance.

Wiltshire Financial Management Inc is BBB Accredited.

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