About Cedar Rock Financial Group
Cedar Rock Financial Group is a team of financial planners located in Langley, BC with over 20 years of experience. They specialize in helping clients organize their financial information, protecting their assets, and preparing for retirement. The team takes a personal and straightforward approach to financial planning, getting to know each client's goals and creating retirement plans tailored to their individual needs. Clients have had positive experiences working with the financial advisors, praising their expertise and professionalism. They are incredibly knowledgeable and always take the time to explain complex financial concepts in a way that is easy to understand. They are good at keeping clients informed about their investment accounts and help choose the appropriate investments that suit their needs. The team at Cedar Rock Financial Group is committed to making sure that their clients' retirements are secure and successful. They are dedicated to providing honest advice and helping clients understand their finances and investments. They truly listen to goals and concerns and tailor their advice to fit each unique situation. Overall, Cedar Rock Financial Group is a trustworthy and reliable choice for financial planning, retirement planning, and personal and corporate tax planning.
Approaching retirement can be daunting. We were fortunate enough to be able to work with Cedar Rock financial group. They listened to our financial goals and pointed us in the right direction. Whenever we have questions they are readily available. Yearly we meet whether in person or online and go over the plan and make any adjustments that are required. We appreciate their professionalism and feel very fortunate to be working with Shawn and Jay.
Jay and the team at Cedar Rock have been amazing to work with over the past year. They’re very professional and knowledgeable and have managed our investments better than we could have imagined. We were slightly nervous to move our investments from the bank to a financial firm but now our only regret is not doing it sooner. Thanks for everything Jay! We look forward to continuing this relationship for many years to come. ⭐️⭐️⭐️⭐️⭐️
I invested my money with Jay at Cedar Rock about 1.5 years ago. Finally I have a financial company that cares about my investments. They are responsive and very transparent. I feel safe with them. Also very pleased with my growth outcomes. Would highly recommend.