Elleverity Wealth Management
18 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
Home - Financial Planner Caledon |
Contacts
Hours
- Thursday9 AM–5 PM
- Friday9 AM–5 PM
- SaturdayClosed
- SundayClosed
- Monday9 AM–5 PM
- Tuesday9 AM–5 PM
- Wednesday9 AM–5 PM
Features
- Identifies as women-owned
- Online appointments
Recommended Reviews
Shelley Foster
20.10.2023
Elleverity Wealth Management
I truly appreciate Zainab's patience and willingness to explain then explain some more, sharing her knowledge and expertise. She made me see the places that I could make beneficial changes in the management of my mother’s portfolio. And, she is helping me understand how my own money can work for me. Her focus is helping her clients make better decisions, ones that will help them reach their goals. She does this by really listening and then delving into the research.
ambrene marghoob
10.10.2023
Elleverity Wealth Management
Zainab is warm, patient and knowledgable. I highly recommend working with her. I am deciphering a separation and going back to work after a long break - there are many systems to put into place, especially regarding finances. Zainab has gone out of her way to help me. She will be my go to person for planning my finances moving forward. Thank you Zainab.
Aldeen Simmonds
24.09.2023
Elleverity Wealth Management
Zainab is an absolute pleasure to work with. She is insightful, proactive and thorough. She has the ability to listen to you, takes the time to really understand what you and your family will need and identify gaps in your financial plan that advisors before had never pointed out to me.If you are looking for sound, practical advice to build you and your family's financial plan for now...and the future. Book some time with her. You won't regret it.
zabrina cush
22.09.2023
Elleverity Wealth Management
From the first meeting I had with Zainab C. Williams I knew I was making the right choice going with Elleverity Wealth Management. The quality of care Zainab provides as well as her knowledge and passion for providing the best service and needs for her clients is phenomenal. Any and all questions or concerns I have are answered effectively and she truly works in your best interest. I have and will continue to recommend her business to family, friends and new acquaintances who want to achieve positive financial results.
Marina Giokas
14.08.2023
Elleverity Wealth Management
I've been working with Zainab over the last few months and I couldn't be happier with my decision to work with her. She makes me feel like I have an accountability partner. For me, this is a long term relationship and I truly feel like I have a partner in achieving my financial goals. She has taking the time to work with me on a spending/savings/investment plan that allows me to take the next step to creating a legacy for myself based on what I want and need in my life.
Lenann Taylor
08.08.2023
Elleverity Wealth Management
Working with Zainab has been a life changing experience for me. As a single parent, Zainab has restore my faith in getting out of the hole I dug for myself. Every conversation has given me the push I need to ask for more to cut things I don't need and to make the changes necessary to get to closer the goal I've set for my family.Hiring Zainab was the best investment I've ever made and I would recommend her services to anyone looking to get their finances in order or just looking for direction.
Victoria Falana
06.08.2023
Elleverity Wealth Management
Zainab is incredibly knowledgeable, professional and patient. But her most important quality for me is her empathy and genuine resolve to help you reach your financial goals and dreams. No obstacle is too high, and no dream is too big with Zainab! I am very much looking forward to this journey.
I. K
18.07.2023
Elleverity Wealth Management
Zainab is a proffessional who values her clients, she's knowledgeable, and efficient. When she's working with you and your financial goals, she makes you the most important person for her time. She's the best customer oriented Wealth management proffessional I can personally recommend to family, and friends.
Salma Silim
16.07.2023
Elleverity Wealth Management
Zainab was extremely helpful and helped me comprehend my debts. She took the time to explain and map out my finances and offered several options on how to approach the challenges. I definitely would not be able to feel as good as I do about my plan without her help. Highly recommend!
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Elleverity Wealth Management