ExcelPlan Financial/Investia Financial Services Inc.
4 Reviews
- Thursday9 AM–5 PM
- Friday9 AM–5 PM
- SaturdayClosed
- SundayClosed
- Monday9 AM–5 PM
- Tuesday9 AM–5 PM
- Wednesday9 AM–5 PM
About the Business
ExcelPlan | We’re the kind of Financial Planners you’d take home to meet your parents. The kind of people you'd be proud to introduce to all your friends.
Contacts
Website
Call Us
+19056398008
440 Elizabeth St #300, Burlington, ON L7R 2M1
Hours
- Thursday9 AM–5 PM
- Friday9 AM–5 PM
- SaturdayClosed
- SundayClosed
- Monday9 AM–5 PM
- Tuesday9 AM–5 PM
- Wednesday9 AM–5 PM
Features
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Identifies as women-owned
- LGBTQ+ friendly
- Wheelchair-accessible elevator
- Onsite services
- Online appointments
- Appointment required
- Washroom
Recommended Reviews
Janice Rowland
08.09.2023
ExcelPlan Financial/Investia Financial Services Inc.
Our family has been extremely lucky to have Excel /Investia Services looking out for us. We can not thank Timea enough. My parents are in a good financial position thanks to the advise they have provided over the years. But on the human side they are so patient and kind to assist in any way they can. They truly care about their clients overall well being. Thanks for all you do Timea and Sheri !!!
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440 Elizabeth St #300, Burlington, ON L7R 2M1
ExcelPlan Financial/Investia Financial Services Inc.