Serviss Wealth Management
19 Reviews
- Wednesday8:30 AM–4:30 PM
- Thursday8:30 AM–4:30 PM
- Friday8:30 AM–4:30 PM
- SaturdayClosed
- SundayClosed
- Monday8:30 AM–4:30 PM
- Tuesday8:30 AM–4:30 PM
About the Business
Serviss Wealth Management | Insurance, Investment, and Financial Planning in Kelowna, B.C. |
Contacts
Website
Call Us
+17784841435
1605 Pandosy St, Kelowna, BC V1Y 1P6
Hours
- Wednesday8:30 AM–4:30 PM
- Thursday8:30 AM–4:30 PM
- Friday8:30 AM–4:30 PM
- SaturdayClosed
- SundayClosed
- Monday8:30 AM–4:30 PM
- Tuesday8:30 AM–4:30 PM
Features
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Wheelchair-accessible washroom
- Washroom
Recommended Reviews
Paola Konge
13.10.2023
Serviss Wealth Management
Previous experiences with advisors left me with the impression that the priority was making money by pushing the products they were selling, rather than my financial interests.I began looking for a female financial adviser and was referred to Meghan through Lawyers Financial. She gave clear and concise advice and challenged me to reconsider some of my beliefs about insurance. Meghan and Dustin are extremely generous with their time and were so patient in educating me.Most importantly, I always felt like the priority was my wealth and what was in our family's best interests.
Alyssa Regier
16.09.2023
Serviss Wealth Management
Everything is always clearly explained to me in plain terminology that ensures I understand exactly what I'm getting. Unique options are offered that I never knew existed but are often being suggested because they would be a good fit for our planning. Meaning, they are also listening and learning who we are and what matters to us quite well in order to make suggestions that are of value to us.
Matthew Livingston
16.09.2023
Serviss Wealth Management
Meghan is very knowledgeable and was a pleasure to work with. I highly recommend her and the rest of the team at Serviss Wealth
Anthony Berdan
11.09.2023
Serviss Wealth Management
I've been working with Dustin for years. I trust with his constant desire for new education, I'm getting the most up to date info for my insurance and investment needs. Great staff to!
Dustin from SocialPilot
09.09.2023
Serviss Wealth Management
We appreciate all your feedback and comments!
Jeff Krawchuk
05.09.2023
Serviss Wealth Management
I have been a client of Serviss Wealth Management for years now. Dustin and his team have always provided me with sound and unbiased advice through multiple business purchases and sales, personal/family planning and have given me a road map that I am confident will lead to financial freedom. Its seeing the big picture and dealing with multiple strategies to accumulate wealth that has made the difference for me and makes me look forward to working with this team for many years to come!
Chris Stephens
25.07.2023
Serviss Wealth Management
I met with Dustin to renew my life insurance policy this morning. He took the time to explain different options, was efficient, and lowered the monthly cost. Highly recommend giving him a call!
Melissa Simpson
20.07.2023
Serviss Wealth Management
Meghan and Dustin were a great help in educating me and assisting me with creating a plan to match my goals. I would recommend working with the team, they are the first financial planners I felt actually listened to me and provided feedback on what would be best for me as opposed to what would make them the most money. I appreciate and recommend working with their team.
Add Review
Map
1605 Pandosy St, Kelowna, BC V1Y 1P6
Serviss Wealth Management