McAuley Financial Services

We have been McAuley Financial Services clients since 2021 and are so glad we switched to this company. Angela Houle takes great care of our financial portfolio and connects with us at least twice a year to go over our finances. We highly recommend this company to anyone looking for excellent financial advice.

We have been with McAuley Financial Services for less than a year now and we've had a great experience with our advisory Kory. He has been very diligent with staying in communication with us and listening to our needs. Our financial situation has changed drastically in the past 4 - 5 months as we bought a new house and sold ours during the spring/summer and Kory was able to guide us through the transition rather seamlessly. We are now in a stable situation and hope to keep on a good track in the future. Thanks Kory!

I have had great experience with Angela and her team! They are client-focused and responsive to my changing circumstances. A special thank you to Nathan for being so obliging to my numerous requests for information!

We have been clients of McAuley Financial Services for over 3 years. Kory is very responsive and is always there to answer our questions or concerns. He takes the time to explain our options and helps us make the right decision for our future. We have and will continue to recommend McAuley Financial to anyone who is looking for help in securing their financial future.

I am very grateful for the guidance and financial advice that McAuley Financial Services has provided through the past , and now I have been well set up for my retirement. I have confidence in Kevin’s recommendations as he carefully assesses my needs and goals. The partners and the support staff function very well together.

We are very grateful for the guidance and financial advice that McAuley Financial Services has provided through the years as my family has grown and changed. We have confidence in their recommendations as they carefully assess our family's needs and goals. It feels like a team effort as we work to achieve and review these goals together. The best interest of our family is always put first! We appreciate the personal connections during our financial reviews and the excellent communication from the team at McAuley Financial all year round. The team goes above and beyond!

The team at McAuley Financial Services is phenomenal and I recommend them to anyone looking to secure their financial future. My advisor Kevin ensures I feel informed and confident in the investing decisions and meets with me regularly, which gives me peace of mind. The team of administrative staff go above and beyond to manage the on-boarding and paperwork processes, ensuring I never have to worry about a single element. Celine was an absolute dream to work with! I cannot recommend them more - if you want to get serious about your financial success, work with McAuley Financial Services.

I have been dealing with McAuley for many years preparing for retirement and now in my retirement years. All the assistants and the staff at McAuley are very competant and professional. I have had the pleasure to work with Angela on a personal level. She is so knowledgeable and wonderful to work with, returning any call or email no matter what the question or concern. I would highly recommend this firm to anyone

I have been consistently impressed with the personal care and attention I receive from Kory and the team at McAuley Financial. They provide excellent advice and are always quick to answer my questions or follow up to ensure everything is progressing as planned. It's a wonderful team to work with. Thank you for keeping me on track!

I have had the pleasure of working with Angela as my financial advisor for several years now, and I am consistently impressed with her knowledge and expertise in all areas of finance. She has educated me on the ins and outs of investing, retirement planning, and overall financial planning. But what sets Angela apart from other advisors is her friendly and easy-going manner. She always takes the time to listen to my concerns and questions, and she has a way of explaining complex financial concepts in a way that is easy to understand. I also appreciate the personal connection that we have made through her genuine interest in my financial goals and her ability to tailor her advice to my specific needs. I would highly recommend Angela to anyone who is hesitant or new to hiring a financial advisor. She truly cares about her clients and goes above and beyond to help them achieve their financial goals.