Category: | Insurance agency, |
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Address: | 22139 44a Ave, Langley City, BC V2Z 1B6, Canada |
Postal code: | V2Z 1B6 |
Phone: | (604) 256-1151 |
Website: | http://www.parallelwealth.com/ |
Monday: | 8:00 AM – 4:00 PM |
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Tuesday: | 8:00 AM – 4:00 PM |
Wednesday: | 8:00 AM – 4:00 PM |
Thursday: | 8:00 AM – 4:00 PM |
Friday: | 8:00 AM – 4:00 PM |
Saturday: | Closed |
Sunday: | Closed |
We've been Parallel Wealth for a few years and cannot say enough about the honesty and integrity of this group. They respond immediately to communication and take care of our needs. This team is taking us into retirement, communicates often and always upfront as to what's going on in the market. Highly recommend contacting Adam for your investment needs.
Parallel Wealth has been a solid and dependable company to work with. Dallas is an authentic, honest, and financial planner, who keeps the customer's best in mind. I highly recommend him in all that he does. He will give you his honest opinion, give you the best advice he can, and show you all the options, while not being pushy in anyway. Thanks for fantastic service!
Adam Bornn at Parallel Wealth is a great choice for your financial planning needs. My husband and I know him personally and didn't hesitate to use his services. Recently we needed to update our mortgage insurance and even though he just had a child, he ensured we were taken care of quickly. He has an excellent assistant who seems completely capable of handling the office on the rare occasion that he is away. As it becomes increasingly clear that banks do not have your financial interest at heart, I would strongly recommend using Adam's services at Parallel Wealth.
My wife and I started using Parallel Wealth about 5 years ago. I had been dealing with another financial advisor for years before that and was really happy with him so prior to meeting Adam I was pretty sure we weren’t going to make the switch. After the first meeting with him I realized that he was more willing to work with us on all areas of our finances and not just our investments. He helped us set up a personal budget, dealt with insurance and our business needs and also worked closely together with our accountant to make sure we were getting the most out of investments. We find them to be knowledgeable, accomodating and always available when we need changes or some extra help.
My husband and I have worked with Parallel Wealth and Dallas for about a year now. We have been impressed with the straightforward, easy, and pleasant exchanges we have had. We never knew investing and planning for the future could be so easy! Very happy with their services.
Partnering with investment firms across Canada to provide secure and consistent investment options that meet your investment needs. Our team at Parallel Wealth puts you and your assets at the forefront of all our decisions. We believe investment management and financial planning are two separate and distinct jobs - yet most 'advisors' try to do ...
Find company research, competitor information, contact details & financial data for Parallel Wealth Financial Group Inc. of Surrey, BC. Get the latest business insights from Dun & Bradstreet.
Parallel Wealth Financial Group Inc. is a business providing services in the field of Insurance agency, . The business is located in 22139 44a Ave, Langley City, BC V2Z 1B6, Canada. Their telephone number is +1 604-256-1151. Report Incorrect Data Share Write a Review. DETAILS.
Contact Parallel Wealth Financial Group Inc. Phone: (604) 256-1151. Website: www.parallelwealth.com. Email: info@parallelwealth.com. Address. 22139 44a Ave, Langley City, BC V2Z 1B6, Canada Get Directions. Business Description. Parallel Wealth Financial Group Inc. is located in Langley, British Columbia (city). This business is working in the ...
Parallel Wealth Financial Group Inc. Get to the top of the directory by claiming your business! Parallel Wealth Financial Group Inc. Claim Business. 5.0 1 review. Direction Bookmark. 22139 44a Ave, Langley, British Columbia, V2Z 1B6, Canada (604) 256-1151 www.parallelwealth.com. Suggest an edit ...
Kudos to the Team @ Parallel Wealth Financial Group Inc. 0 0. SM B. 01 March 2022 10:15. I am a DIY investor and we were getting pretty close to retiring. I wasn't 100% sure which account (s) to withdraw from first and in what amounts. I started watching YouTube videos giving information on retiring and that is how I found Adam.
Parallel Wealth Financial Group Inc. reviews 40. Sort by: date highest rated lowest rated most helpful. user. 12 July 2017 4:43. I've been using Adam for 3+ years now, my familyhas been with him longer, and he has done an outstanding job. He listens to his clients and makes sure they are in the right type of investment for them and their goals.
PARALLEL WEALTH FINANCIAL GROUP INC is licensed by Township of Langley, Business Licence Department. The business address is 22139 44a Ave, Langley, V2Z 1B6. The license type OFFICE FOR FINANCIAL PLANNING SERVICES. Business Informatoin. Business Name: PARALLEL WEALTH FINANCIAL GROUP INC : Address: 22139 44a Ave
Parallel Wealth Financial Group Inc is a company that operates in the Financial Services industry. It employs 1-5 people and has $1M-$5M of revenue. The company is headquartered in Langley, British Columbia, Canada. Read More. Headquarters. 22139 44a Ave, Langley, British Columbia, V2Z 1B6, Canada.
ABOUT ME I'm a CERTIFIED FINANCIAL PLANNER® professional in Vancouver, Canada. I am a partner at Parallel Wealth Financial Group Inc. and have been helping Canadians with their Financial ...