Well Built Wealth - Abbotsford, British Columbia

Adresse: 2420 McCallum Rd #201, Abbotsford, BC V2S 6R9, Canada.
Téléphone: 7787498060.
Site web: wellbuiltwealth.ca
Spécialités: Planificateur financier, Conseil en investissement, Compagnie d'assurance-vie.
Autres données d'intérêt: Rendez-vous en ligne, Services sur place, Entrée accessible en fauteuil roulant, Parking accessible en fauteuil roulant, Toilettes accessibles en fauteuil roulant, Toilettes.
Avis : Cette entreprise a 182 avis sur Google My Business.
Avis moyen: 5/5.

📌 Emplacement de Well Built Wealth

Well Built Wealth 2420 McCallum Rd #201, Abbotsford, BC V2S 6R9, Canada

⏰ Horaires d'ouverture de Well Built Wealth

  • Lundi: 09:00–17:00
  • Mardi: 09:00–17:00
  • Mercredi: 09:00–17:00
  • Jeudi: 09:00–17:00
  • Vendredi: 09:00–14:00
  • Samedi: Fermé
  • Dimanche: Fermé

Well Built Wealth: Un experto en finanzas personales y planificación financiera en Abbotsford, BC, Canada

Adresse: 2420 McCallum Rd #201, Abbotsford, BC V2S 6R9, Canada, permite a los clientes acceder a un equipo de profesionales expertos en finanzas personales y planificación financiera en un entorno cómodo y accesible.

Téléphone: 7787498060, les permettant de contacter les spécialistes de Well Built Wealth pour obtenir un consejo personnalisé sur leurs besoins financiers.

Site web: wellbuiltwealth.ca, offre une plateforme en ligne pour que les clients puissent réserver des rendez-vous, télécharger des documents et accéder à des ressources éducatives utiles.

Spécialités:

Planificateur financier: les professionnels de Well Built Wealth peuvent aider les clients à créer un plan financier personnalisé pour atteindre leurs objectifs financiers à long terme.
Conseil en investissement: les experts en investissement de Well Built Wealth peuvent fournir des conseils personnalisés sur les différentes stratégies d'investissement pour maximiser la valeur de leurs actifs.
Compagnie d'assurance-vie: les agents de Well Built Wealth peuvent aider les clients à choisir les politiques d'assurance-vie les plus adaptées à leurs besoins et à leurs objectifs financiers.

Autres données d'intérêt:

Rendez-vous en ligne: les clients peuvent réserver des rendez-vous en ligne pour rencontrer les professionnels de Well Built Wealth.
Services sur place: Well Built Wealth offre des services personnalisés pour répondre aux besoins des clients en personne.
Entrée accessible en fauteuil roulant: l'entreprise est conçue pour être accessible aux personnes ayant des besoins spécifiques.
Parking accessible en fauteuil roulant: les clients peuvent facilement parcourir l'endroit en fauteuil roulant.
Toilettes accessibles en fauteuil roulant: les toilettes sont conçues pour être accessibles aux personnes ayant des besoins spécifiques.

Avis:

Well Built Wealth a 182 avis sur Google My Business avec une moyenne de 5/5.
Les clients satisfaits déclarent que les professionnels de Well Built Wealth sont compétents, sympathiques et qu'ils offrent des services de haute qualité.

Recommandation finale:

Si vous cherchez un expert en finanzas personales et planificación financiera en Abbotsford, BC, Canada, nous vous recommandons de contacter Well Built Wealth. Visitez leur site web pour réserver un rendez-vous ou pour en savoir plus sur leurs services. N'hésitez pas à contacter-les pour obtenir un consejo personnalisé sur vos besoins financiers.

👍 Avis de Well Built Wealth

Well Built Wealth - Abbotsford, British Columbia
Christopher D.
5/5

We were feeling overwhelmed as we are moving into retirement, with our investments and plans scattered about. After watching retirement planners on Youtube we found Rhys' videos were entertaining, easy to comprehend and honest. The Well Built Wealth strategies aligned with our way of entering into retirement.

Our introduction meeting with Rhys and Tyler brought clarity and hope that we could bring everything together under one Well Built Wealth roof.

We have received a high level of support from Rhys', Tyler and Melanie as we consolidate our investments/portfolios and move toward a more minimal way of managing our finances.

Rhys and Tyler are experts at communicating in an uncomplicated, clear and supportive manner. We highly recommend selecting the team at Well Built Wealth as your best option to create a sense of confidence moving toward or through your retirement plans.

(Bruce and Alison)

Well Built Wealth - Abbotsford, British Columbia
Kathleen V.
5/5

We first came across Well Built Wealth through their YouTube videos, which are not only engaging but, more importantly, incredibly informative. With retirement on our minds, their content prompted us to take a closer look at our plans and book an exploratory meeting—and we’re glad we did.

Moving our financial assets and retirement savings to Just Wealth was a big decision, but Rhys and Tyler made the process straightforward. Seeing the same software they use in their videos applied to our own situation gave us a clearer picture of our long-term prospects. While Rhys is front and centre, Tyler’s behind-the-scenes expertise is just as important—together, they make a solid team that takes a thoughtful, practical approach.

What’s really stood out for us is the ongoing support. Regular check-ins, newsletters, and updates—especially during market fluctuations—have helped us feel confident in our decisions. Their videos may have sparked our interest, but it’s their measured, knowledgeable advice that has earned our trust. If you’re weighing your options for retirement planning, they’re well worth considering.

Well Built Wealth - Abbotsford, British Columbia
Marcus C.
5/5

Rhys and his team made the transition painless. I was very apprehensive of moving my investments from a company I had been dealing with for over 30 years. My fear of the unknown and apprehension was quickly replaced by Rhys and his very experienced talented team. Every step of my new journey was covered with communication and a straightforward approach to investing. They are masters at keeping there clients informed in various ways.

I know longer feel like I’m on this journey by myself. If I have questions Rhys and his team are either an email or phone call way. Yes they still use a phone to communicate.

I can only say that my experience has been nothing but a positive journey. To be able to sit across from Rhys and Tyler gave me the peace of mind to realize I made the correct decision moving my investments.

My only regret is that I didn’t do it sooner.

Thanks Rhys and the team.

Keep up the great work. I would highly recommend going on YouTube and watch Rhys advice on investing.

Well Built Wealth - Abbotsford, British Columbia
Darren S.
5/5

What a great experience!
After watching retirement planning videos on YouTube created by different organizations, Rhys and Well Built Wealth is who I contacted when it was time to build our retirement plan. Those helpful and entertaining videos Rhys and his team create prepared us on what to expect - but those expectations were exceeded in every way. We really enjoyed the delivery presentation meeting, and the plan Tyler and Kaden put together was absolutely perfect. What a great company to work with. I would highly recommend!

Well Built Wealth - Abbotsford, British Columbia
Carmel T.
5/5

After finding Well Built Wealth on YouTube, I really liked Rhys no nonsense approach to financial planning. I signed up for an intro call and had a great conversation with Rhys. This led me to purchasing their fee-for-service option. Working with Tyler and Kaden, we were able to put together a comprehensive retirement plan which has given me so much peace of mind. I would highly recommend Well Built Wealth. They were an absolutely pleasure to work with and I have so much peace of mind going into the next stage of my life.

Well Built Wealth - Abbotsford, British Columbia
Neal T.
5/5

5 stars are truly not enough for this company!!! Rhys and Tyler were absolutely amazing to deal with. They walk you through wealth building step by step, in an unbelievably easy to understand fashion. They help make the average investor much more at ease with their investment decisions. We have been sharing our experience with everyone we know.

Well Built Wealth - Abbotsford, British Columbia
Rick S.
5/5

The entire team at Well Built Wealth was excellent, from our first contact through the delivery of our plan. The team was very responsive and helpful. The session was very understandable, well designed and flexible to some questions and scenarios we asked for.

Thank you to Tyler and Kaden for an excellent session and very helpful plan!

We highly recommend Well Built Wealth's fee-based financial planning session.

Well Built Wealth - Abbotsford, British Columbia
brian W.
5/5

Rhys and his team provided us with an insight to our retirement planning that was clear and concise and allowed us to evaluate multiple options and strategies, including the various tax implications. Their common sense approach, straight talking, and availability to answer our on-going questions, combined with a software package that makes changing and understanding the numbers fairly straightforward, has taken away a lot of the uncertainty we previously felt about our retirement years. We would highly recommend them.

Go up