Hao Wu Financial Solutions Inc.
64 Reviews
- Wednesday8:30 AM–5:30 PM
- Thursday8:30 AM–5:30 PM
- Friday8:30 AM–5:30 PM
- SaturdayClosed
- SundayClosed
- Monday8:30 AM–5:30 PM
- Tuesday8:30 AM–5:30 PM
About the Business
Hao Wu Financial Solutions Inc. | Montréal QC | Sun Life | Home |
Contacts
Call Us
+15145483439
1001 Dorchester Square Suite 600, Montreal, Quebec H3B 1N1
Hours
- Wednesday8:30 AM–5:30 PM
- Thursday8:30 AM–5:30 PM
- Friday8:30 AM–5:30 PM
- SaturdayClosed
- SundayClosed
- Monday8:30 AM–5:30 PM
- Tuesday8:30 AM–5:30 PM
Features
- LGBTQ+ friendly
- Transgender safe space
- Onsite services
- Online appointments
- Washroom
Recommended Reviews
Jamie Li
04.10.2023
Hao Wu Financial Solutions Inc.
Jeffrey crafted a comprehensive group benefits plan that successfully met the needs of a small business. The onboarding process went very smoothly, and Jeffrey was gracious enough to check in on us every step of the way. Whenever we had an inquiry, he and his staff always got back to us promptly. Anyone who becomes his client will find themselves to be in good hands!
Brigitte Ooi
26.09.2023
Hao Wu Financial Solutions Inc.
Jeffrey is an exceptional young man, professional and cares a lot of his clients needs. Being a new parent, he was flexible with the time and day to sit down and meet with my husband and I to discuss our future and to ensure that our daughter is well looked after financially. I would highly recommend him to my family/friends who are looking for a transparent great service !
Patrick Chammas
14.09.2023
Hao Wu Financial Solutions Inc.
Jeffrey has been a great help setting up my first insurance products. He is comprehensive of your situation and financial knowledge level, and adapts well to your needs, desires, opinions and decision-making speed. He makes sure you understand everything. Overall a great experience so far and would highly recommend!
Chris Frankel
10.08.2023
Hao Wu Financial Solutions Inc.
I had the great pleasure of working with Jeffrey Wu at Sun Life for my insurance needs. Jeffrey provided expert advice, and always took the time necessary to answer my questions, help me understand the policies, and make informed decisions. I would highly recommend Jeffrey and his team for your insurance needs.
Danny Wei
04.08.2023
Hao Wu Financial Solutions Inc.
This is my first time working with a financial planner, and Jeffrey has done an astounding job. He takes his time to get to know you and your needs, as well as explains all the details so you understand what you are getting into. He is professional, friendly and quick to respond to your needs. 100% satisfied.
keling da
03.08.2023
Hao Wu Financial Solutions Inc.
Jeffrey and his team are work hard and professionally to help my family for all financial planning and life insurance. Their are always here to help us when we needed. Jeffrey is very patient and explains us everything in detail, step by step. We are so happy to have him.
Arcacia
30.07.2023
Hao Wu Financial Solutions Inc.
Jeffrey's a great financial advisor. He's been very patient and his advice has been helpful and useful to navigate Canadian policies and plans. He makes sure you understand what you're getting into and is quick to adapt to your needs. An utmost professional.
Sola Eniojukan
21.07.2023
Hao Wu Financial Solutions Inc.
I’ve enjoyed my exchanges with this firm. They’ve been very clear on the details, and helpful in suggesting a suitable strategy for everything I’ve specified during our discussions. The process has been thoroughgoing, and in such a manner, one comes to appreciate that, yes, financial planning is really more than just the numbers alone.
Justin S
19.07.2023
Hao Wu Financial Solutions Inc.
Jeffrey and his team have been quite helpful in a time where I was making a transition between jobs. They were able to review and address all of my concerns, working with me to develop a plan for my finances that I was comfortable with, as well as providing me with sound advice based off their experience. I appreciate that they were flexible with setting up meetings and I always felt my time was valued. I am looking forward to continuing to work with them in the future.
Yi Lu
17.07.2023
Hao Wu Financial Solutions Inc.
Jeffrey Hao Wu is a very trustworthy person when it comes to financial, tax and insurance advices. He responded my questions in a timely manner. And he is always patient walking me through details. I have a busy working life. He is the person who actively reminds me important matters and prepares solutions for me. On a personal level, he is an easy-going and warm person. I highly recommend him to everyone.
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1001 Dorchester Square Suite 600, Montreal, Quebec H3B 1N1
Hao Wu Financial Solutions Inc.