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Reviews for Edward Jones - Financial Advisor: Bartosz Glodek
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Edward Jones - Financial Advisor: Bartosz Glodek
5166 Cordova Bay Rd, Victoria
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5166 Cordova Bay Rd, Victoria
Directions Call Website Suggest an Edit
Bart recently completed a presentation on Life Insurance for Estate Planning for our practitioners working in the area of estate planning law. Bart is a strong, organized presenter and inspired confidence in his financial advising expertise and abilities. Bart shared invaluable tax strategies and cohesive advice that anyone interested in preserving their legacy for their beneficiaries can benefit from.
Bart and I work together to assist a number of clients and I have found him to be a professional, skilled advisor who enjoys working with other advisors to bring about the best outcome for our clients.
With Bart’s financial expertise and provision of guidance, we can be confident in all aspects of our finances, with budgeting, investing, retirement planning, life insurance, etc. He thoughtfully prepares for our meetings and plots out our timeline on coloured graphs, a clear way to visualize our financial future. Bart is very organized and professional and understands our needs and dreams for the future.We’re grateful to have Bart’s support and highly recommend his services to all who are seeking.