Contact and Address
| Category: | Insurance agency, |
|---|---|
| Address: | 15252 32 Ave #307, Surrey, BC V3Z 0R7, Canada |
| Postal code: | V3Z 0R7 |
| Phone: | (604) 560-5595 |
| Website: | http://www.tatefinancial.ca/ |
Hours:
| Monday: | 9:00 AM – 5:00 PM |
|---|---|
| Tuesday: | 9:00 AM – 5:00 PM |
| Wednesday: | 9:00 AM – 5:00 PM |
| Thursday: | 9:00 AM – 5:00 PM |
| Friday: | 9:00 AM – 5:00 PM |
| Saturday: | Closed |
| Sunday: | Closed |
Location & routing
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Tate Financial On the Web
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At Tate Financial, we value our relationships, the integrity of our actions and the care we take with each individual client. About Us. Today's GIC Rates. 1yr GIC. 5.50%. 2yr GIC. 5.53%. 3yr GIC. 5.50%. 4yr GIC. 5.50%. 5yr GIC. 5.50%. Testimonial "I really appreciate the personal approach that I receive from Tate Financial. I know I can ...
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Darrell Tate founded Tate Financial Group, LLC in 1978. The values and principles that he instilled are still alive today with the approach we take to business. Darrell is a 1972 graduate of Texas A&M University and has proudly held his CFP since 1994. Mr. Tate has been in the financial services industry for more than 30 years.
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Tate Financial is an innovative, service oriented leader in the financial services industry with a proven track record of successful and ethical service. Our Mission: At Tate Financial, we measure ...
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Unit 306A, 15252 32 Ave Surrey, BC, Canada V3Z 0R7. Financial Planning. Investment Management. Insurance Services. Retirement Income Specialists. Estate Planning. Inter-Generational Wealth Transfer. Tate Financial is an independent Investment Advisory firm that provides investment, insurance and financial planning services to individuals ...
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Robert L. Tate, CPA, PFS, MS Principal rtate@tategrp. com Michael R. Tate, CPA, PFS Managing Principal mtate@tategrp. com Donna Palmer, CPA, MST
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Tate Financial Company Profile | Management and Employees List
Tate Financial is dedicated to working with their clients to understand their personal and financial goals. We develop sound financial strategies based on individual needs and wants and create successful plans to obtain and help prioritize their objectives. Our process enables you as a client to achieve what is of greatest importance to you.