Mark O'Hara Financial Planning
20 Reviews
- Wednesday8 am–7 pm
- Thursday8 am–7 pm
- Friday8 am–7 pm
- Saturday9 am–1 pm
- SundayClosed
- Monday8 am–7 pm
- Tuesday8 am–7 pm
About the Business
Planning - Mark O'Hara Financial Planning Ltd. | Fee for Service, Financial Advisors in Kelowna and the Okanagan delivering Planning and Advice services to help you achieve your Financial Goals.
Contacts
Hours
- Wednesday8 am–7 pm
- Thursday8 am–7 pm
- Friday8 am–7 pm
- Saturday9 am–1 pm
- SundayClosed
- Monday8 am–7 pm
- Tuesday8 am–7 pm
Features
- Online appointments
- Appointment required
Recommended Reviews
Kenneth Froese
20.10.2023
Mark O'Hara Financial Planning
My Wife and I have known Mark O'Hara for many years. He has a personalized level of service, a wealth of knowledge and years of experience. It's a pleasure to know and do business with him. We definitely recommend Mark for financial planning.
Bea Francisco
09.09.2023
Mark O'Hara Financial Planning
Mark is professional, knowledgable, and trustworthy. He takes the time to get to know you, understand your goals, and educate you (in simple terms) on the complex world of finance. We would recommend Mark if you're looking for a financial planner!
bill varon
08.09.2023
Mark O'Hara Financial Planning
For people who seek an honest, trustworthy and knowledgeable financial planner Mark is your guy. He makes complicated financial matters easily understandable for anyone with his easy going approach. Straightforward advice and comprehensive planning. Mark is the most competent planner l know of.
David Brown
01.09.2023
Mark O'Hara Financial Planning
I can't say enough about Mark. He's professional, responsive, humble and eager to assist. He will do well in his new venture as an independent financial planner.
Michelle Earl
26.08.2023
Mark O'Hara Financial Planning
We found ourselves in a financial situation following a medical injury. Mark was there for us every step of the way out of that. Without his advice, we would never be where we are today. He is attentive to your needs and always there when you need him.
Colleen van Winkel
28.07.2023
Mark O'Hara Financial Planning
We started working with Mark as our financial planner about 20 years ago. We had basically no plan for retirement and little in the way of savings. Mark has made it his priority to understand our financial needs and our ever-changing goals.Twenty years later, we are financially sound and enjoying our retirement in no small part due to Mark's guidance and knowledge. Thank you Mark and we look forward to continuing to work with you.
Ron Popove
26.07.2023
Mark O'Hara Financial Planning
Mark has been our financial adviser for some time now, he has always answered our questions truthfully and given us good advice. He is very knowledgeable and easy to talk to. Always gets back to us promptly when we have questions. We always enjoy our sessions with him, and enjoy hearing about family as well.
Judy Jackson
24.07.2023
Mark O'Hara Financial Planning
Mark O'Hara has assisted us with our financial planning for many years. He is truly an expert in his field and is always keeping up with the current market trends. He is a very pleasant, honest, knowledgeable, trustworthy and professional person to work with. He listens intently to his clients needs, and find solutions that works for you without pressuring you in any way. He has an easy going mannerism and takes the time to help you understand the market and we never leave a meeting confused. It is our pleasure to have him as our financial planner. We would highly recommend him.
Sylvia Beekman
24.07.2023
Mark O'Hara Financial Planning
We have been very happy with the service Mark provides! Honest, trustworthy, professional, reliable and willing to help in any way. We would highly recommend Mark!!!
JIm Fensom
18.07.2023
Mark O'Hara Financial Planning
Mark has been our financial advisor for the past several years. He is very dedicated to his clients and serves them well. Over the years we have learned to value his expertise and knowledge. He has a very fundamental approach to investing and explains things in a non technical manner. His service has proved invaluable to us. Thanks Mark.
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Mark O'Hara Financial Planning