About Father & Son Financial
Reviews for Father & Son Financial
Write a reviewHours
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
Father & Son Financial is a trustworthy and professional company that offers a wide range of financial services, including insurance (life, critical illness, disability, long-term care), retirement planning, estate and family wealth transfer, corporate life insurance planning, and investment options like RRSP, TFSA, and RESP. The team is known for providing personalized advice by taking the time to understand each client's unique goals, values, and concerns. Clients appreciate the knowledgeable and patient approach, which makes even complex financial decisions easier to understand and navigate. The company fosters a down-to-earth and supportive environment, helping clients feel confident and secure in their financial future. Whether working on home insurance, retirement, or estate planning, Father & Son Financial is highly recommended for reliable, tailored financial guidance.
My experience with Spencer at Father and Son Financial has been wonderful! He is very informative and will take the time to answer any questions. He helped me create a plan for my financial goals and provided insurance options that were within my budget. Great team, with small town values. I highly recommend!
Yes! Great team, great communication, and Spencer is always able and willing to do whatever it takes to maintain a good working relationship with clients. Much appreciated!
Father & Son Financial have helped successfully guide me in a few ways in the financial world. When I was first introduced to this company it was through a great presentation which opened my eyes to ways in which I could approve my own financial life. Also this presentation taught myself and others what we were either not doing at all, or what we were never told to do. They were great speakers and they gave a great first impression. I instantly knew I was going to seek Spencer to guide me through my next steps and I couldn't be happier! Spencer made everything very easy to understand, and I am no longer worried.