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Richard Van Scheltinga - Independent Financial Advisor
Détails de l'entreprise
Description
I provide Business and Personal financial solutions in areas of Benefits, Insurance, Investments and Wealth Management. As well I am committed to legacy and charitable giving solutions.
Mission Statement: "To serve our clients through knowledgeable, trusted and professional advisors providing comprehensive advice, quality products and outstanding service."
Core Values: We stand firmly on 5 principles
1. Consistent application of our qualified approach to wealth creation, preservation, distribution and management.
2. Excellence in client service,
3. Comprehensive services through a closely linked group of expert service providers,
4. Remain Independently owned and operated, and
5. Committed to being good corporate citizens by adhering to the triple bottom line: sustainable business, environmentally friendly business and ethical business operations to make stakeholders proud to associate with us.
Contact me today for more information.
Certifications et associations
cfp
Catégories
- Conseillers Financiers
Langues disponibles
- English
Heures d'ouverture
- Mardi
- Mercredi
- Jeudi
- Vendredi
- Samedi Fermé
- Dimanche Fermé
- Lundi