Reviews for Wilmot Financial Services Inc.

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Aug 2024

Wilmot Financial Services Inc. offers financial advice and plans designed to simplify and organize your finances. They aim to create easy-to-understand financial strategies that are tailored to your needs and estate considerations. Clients praise the team's friendliness, efficiency, and knowledge. They highlight Del's patience and ability to explain complex financial concepts clearly, ensuring clients feel heard and confident. Susanne is also commended for her excellent communication and support in keeping clients on track. Wilmot Financial Services has been praised for helping clients achieve their financial goals, particularly in retirement planning, leading to greater peace of mind.

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From Wilmot Financial Services Inc.

Organize, Simplify and Optimize. We provide financial advice and plans to do just that. In today's world when life is busy and complicated, you financial strategy shouldn't be. We provide you with an easy to understand, estate friendly financial plan that you can follow along with and adjust if necessary. Giving you the peace of mind to enjoy your life, without the worry about your financial situation.

Hours

Monday: ClosedTuesday: 9 AM - 5 PM
Wednesday: 9 AM - 5 PM
Thursday: 9 AM - 5 PM
Friday: 9 AM - 5 PM
Saturday: ClosedSunday: Closed

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Ratings

Google: 4.9/5

Facebook: 5/5