Mountain Planning Group Inc.
51 Reviews
- Friday8:30 AM–4:30 PM
- SaturdayClosed
- SundayClosed
- Monday8:30 AM–4:30 PM
- Tuesday8:30 AM–4:30 PM
- Wednesday8:30 AM–4:30 PM
- Thursday8:30 AM–4:30 PM
About the Business
|
Contacts
Website
Call Us
+17787534115
145 Asher Rd #205, Kelowna, BC V1X 3H5
Hours
- Friday8:30 AM–4:30 PM
- SaturdayClosed
- SundayClosed
- Monday8:30 AM–4:30 PM
- Tuesday8:30 AM–4:30 PM
- Wednesday8:30 AM–4:30 PM
- Thursday8:30 AM–4:30 PM
Features
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
Recommended Reviews
Colton Demchuk
16.10.2023
Mountain Planning Group Inc.
I've known Andrew nearly a decade now, his passion for his job is outstanding! He puts your needs and wants on table table in front of you and makes it his priority to maximize growth in your portfolio! I would highly recommend Andrew with his new endeavour at Mountain Planning Group
Sheila Sutton
30.09.2023
Mountain Planning Group Inc.
I have been working with Jeremy for longer than I can remember. He knows I am not a risk taker and that I do not understand investing. He is patient and understanding of my needs and is always happy to answer my questions and concerns.
Gordon Hull
27.09.2023
Mountain Planning Group Inc.
My wife and I appreciate the attention Jeremy gives our financial needs. We are confident that he will do what is best for us. Thank you Jeremy
Erryn Lye
27.09.2023
Mountain Planning Group Inc.
Andrew is great! Knowledgeable in his field. He got me set up with great life insurance and investment packages. Highly recommend.
Megan Shykora
23.09.2023
Mountain Planning Group Inc.
Jeremy is Awesome! Always very professional and communicates with us regularly! Highly recommend Jeremy as your financial planner.
Katie Hewitt
17.09.2023
Mountain Planning Group Inc.
Jeremy goes above and beyond to make sure me and my family are set up for our future. He is super personable, knowledgeable and always on top of our needs. Wouldn’t want anyone else handling things for us!
Stephen Dick
28.08.2023
Mountain Planning Group Inc.
Andrew has been great to work with. His knowledge and expertise of the financial world show in his passion for what he is doing. He has been willing to talk to me regarding any questions I have about investing and what would be the best options for my family. I look forward to continue working with Andrew towards my future goals.
Paul Doucette
02.08.2023
Mountain Planning Group Inc.
Good returns, excellent attention to detail and excellent follow-up care. I’ve been invested with Jeremy for 20 years and he has taken great care of me.
Caitlin Schmid
24.07.2023
Mountain Planning Group Inc.
Jeremy has been absolutely fantastic to work with! His financial knowledge and guidance has been extremely helpful and I absolutely trust the advice he gives!
D T Scott
19.07.2023
Mountain Planning Group Inc.
Jeremy has provided my husband and me with excellent services for many years, including when we moved overseas. He is professional and knowledgeable; always putting the client first. We would highly recommend him to anyone looking for insurance or investment advice.
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145 Asher Rd #205, Kelowna, BC V1X 3H5
Mountain Planning Group Inc.