Reviews for Racine Financial Ltd.

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Aug 2024

Racine Financial Ltd. is a fee-only investment management and financial planning firm founded in 2014. They cater to clients with greater than $500,000 of investable assets or $200,000 of combined family income, serving many family businesses in various counties in Ontario, Canada. Racine Financial's mission is to help business owners thrive. The firm is praised for its personalized service, clear financial guidance, and strong community involvement. Clients appreciate the team's expertise, accountability, and dedication to ensuring their long-term and short-term financial goals are met. With the support of John Racine and his wife Jemma, Racine Financial provides a confident and trustworthy financial planning experience for its clients.

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From Racine Financial Ltd.

Racine Financial offers fee-only investment management, comprehensive financial planning and risk solutions. Founded in 2014, Racine Financial was created to provide guidance to existing, aspiring and retired business owners. We cater to clients with greater than $500,000 of investable assets or $200,000 of combined family income. We serve many family businesses in Northumberland County, Durham Region, Peterborough County, Kawartha Lakes County, Hastings County and Prince Edward County, but can help your family business wherever you are in Ontario, Canada. Our mission is simple: to help business owners thrive.

Hours

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

Best Pros in Port Hope, Ontario

Ratings

Google: 5/5

Racine Financial Ltd.

37 Walton St #201, Port Hope

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