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Reviews for Heart Wealth Management Group of Raymond James Ltd.
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Heart Wealth Management Group of Raymond James Ltd.
1175 Douglas St, Victoria
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1175 Douglas St, Victoria
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Pam and her team were so incredibly helpful in my recent purchase of my first home! Pam, Chad, April, and the whole team were very helpful and informative and clearly genuinely care about their clients. My family has worked with Pam Katunar and Heart Wealth at Raymond James for 3 generations and continue to do so because of the amazing people, the above and beyond service, and the great results. Very thankful for their support.
The team at RJ truly provide a full service to their clients. The personalized attention, and also community financial education support, are second to none. Thank you for lighting the path towards our goals.
Attended Pam''s Financial Workshop for Women. It was great information. Covered a lot of things I didn't know and made investments understandable in a really comfortable atmosphere.