Father & Son Financial

Financial Planners

4179 Petrolia Line, Petrolia, ON N0N 1R0
(519) 339-6882

Tips & Reviews for Father & Son Financial

advanced life insurance planning insurance (critical illness, disability, long term care) retirement/investment planning (rrsp, tfsa, resp) guaranteed investment products estate & family wealth transfer planning advanced tax planning

  • Feb 2023

    I highly recommend Father and Son Financial for your insurance and investment needs! Spencer thoroughly takes the time to explain all our options in detail and is very organized. Spencer is a very trustworthy advisor and always has our best interest in mind! We are very thankful and fortunate to be your clients!

  • Feb 2021

    Spencer and Steve are great. They are professional, down to earth and care about the products they sell and people they protect. My family has bought insurance coverage for our family through them and are very satisfied with our portfolio. I highly recommend anyone to work with spencer and Steve.

  • Feb 2021

    Steve Steinman, as our financial advisor, is very knowledgeable, as well as professional, and responsive to any questions we have had with regard to our financial portfolio. Always helpful, always patient, always friendly, we highly recommend him for any investment needs. We have been very pleased with the results, too.

Photos

From Father & Son Financial

INSURANCE (Life, Critical Illness, Disability, Long Term Care), Corporate Life Insurance Planning, Retirement Pension Planning, Estate & Family Wealth Transfer Planning, Corporate Structure Specialist, Retirement/Investment Planning (RRSP, TFSA, RESP) Guaranteed Investment Products

Hours

Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed

Ratings

Google Google: 5/5

Father & Son Financial

4179 Petrolia Line, Petrolia

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