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Bold Barrel Financial 1357 Majestic Dr, Burlington, ON L7M 1G4

Bold Barrel Financial





10 Reviews
Financial consultant
  • Thursday10 AM–6 PM
  • Friday9 AM–5 PM
  • SaturdayClosed
  • SundayClosed
  • Monday9 AM–5 PM
  • Tuesday11 AM–7 PM
  • Wednesday9 AM–5 PM




Bold Barrel Financial 1357 Majestic Dr, Burlington, ON L7M 1G4




About the Business

Financial Planning Burlington | Bold Barrel Financial | At Bold Barrel, we make financial planning easy. Whether you want to have a comfortable retirement or just want to protect your assets, we have a plan for you.

Contacts

Website
http://www.boldbarrel.ca/
Call Us
+15193620468
Get Directions
1357 Majestic Dr, Burlington, ON L7M 1G4
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Hours

  • Thursday10 AM–6 PM
  • Friday9 AM–5 PM
  • SaturdayClosed
  • SundayClosed
  • Monday9 AM–5 PM
  • Tuesday11 AM–7 PM
  • Wednesday9 AM–5 PM
Change or delete Share Save

Features

  • Wheelchair-accessible parking lot
  • Online appointments
  • Appointment required
  • Wheelchair-accessible washroom
  • Washroom




Recommended Reviews

Michael Peters
15.10.2023
Bold Barrel Financial
Met with Kevin Schuster from Bold Barrel Financial recently. I was very impressed with his knowledge of the Ontario Teachers Pension Plan. Specifically focused on alternatives that could in some cases replicate the pension details at a cost resulting in the client receiving the difference . This is the kind of next level service Kevin can provide to his clients. If you are are a retiring teacher I would recommend you consult with Kevin Schuster from Bold Barrel Financial to review all of your options.
Lindsay Buchanan-Clarke
05.10.2023
Bold Barrel Financial
Kevin Schuster is not only highly experienced and very skilled, he is also super down to earth and great to work with. He will know your needs and tailor your financial plan to fit them before you even open your mouth to speak. He has an almost psychic awareness of the best financial plan for you. It is never too early or too late to make smart financial decisions and investments. I highly recommend you set up a consultation with Kevin ASAP.
Krista Kendell
07.09.2023
Bold Barrel Financial
Kevin at Bold Barrel Financial definitely has his clients goals and needs as his main priority. He works hard to ensure his clients have a plan that will allow them to retire and build wealth in a way that meets their long term goals. Give Kevin at Bold Barrel Financial a call of you need direction with your finances!
Mark Monahan
06.09.2023
Bold Barrel Financial
Having worked with Kevin for over a month now, we are very happy with his approach, professionalism and knowledge. Kevin is very easy to talk to and he wants to make sure that we fully understand everything we are talking about with regards to our financial planning.As a new client, we have been very happy with our experience with Kevin and Bold Barrel Financial. Thank you Kevin!
Hugo Breton
22.07.2023
Bold Barrel Financial
I recently reviewed multiple investing avenues with Kevin Schuster from Bold Barrel Financial. I was impressed by his knowledge and strategic approach to financial planning. We discussed RESPs, and he pointed out several aspects around timing, amounts and use of funds I had not considered. Kevin is deeply committed to his community and guiding his clients. I know that he focuses on providing financial strategies to those approaching retirement. If you’re looking to build a bright future, contact Bold Barrel Financial!

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1357 Majestic Dr, Burlington, ON L7M 1G4
Bold Barrel Financial