SERVISS WEALTH MANAGEMENT
| Name | SERVISS WEALTH MANAGEMENT |
|---|---|
| Address | 1605 Pandosy Street, Kelowna, BC V1Y 1P6 |
| Phone | +1-778-484-1435 |
| Email ID | |
| Speciality | Risk, Wealth and Investment Management, Charitable Giving, Registered Education Savings, Retirement Income Strategy, Personal and Corporate Accountants, Term Life Insurance, Business Advisory, Financial, Legacy, Tax, Succession & Estate Planning |
| About | Serviss Wealth Management is one of the largest independent financial planning firms located in Kelowna, BC. They provide innovative financial and business advice you can trust to suit your unique life stage and lifestyle. Dustin Serviss is a certified financial planner, chartered life underwriter, certified health specialist and chartered investment manager at Serviss Wealth Management. Their expert team focuses on integrating your insurance, investments, and business to cover all the bases. They help companies create a solid growth foundation while supporting the requirements of their clients. They have the expertise to help you create a plan that addresses all of your concerns. Their clients find great satisfaction after going through their dashboard process. Serviss Wealth Management takes your relationship with your money to a new level. |
| Website | |
| MORE DETAILS & REVIEWS | |
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