Jennifer Wallace Insurance & Financial Solutions
at 64 Oxford St., Saint Catharines , L2P 3T6 Canada
As an independent insurance & financial advisor, I specialize in (but am not limited to) helping service-based small business owners protect their success and plan for their future. By working closely to make personal financial protection and business growth plans, my clients have the peace of mind knowing that those "what ifs" are covered, and someone to keep them focused on driving their business forward toward greater success! Services offered include: • The creation and implementation of a goal-based holistic Financial Protection Plan • Retirement Income Planning • Small business startup or growth planning • When applicable, tax and estate planning will be integrated into the Financial Protection Plan and its recommendations and strategies • Cashflow management and debt reduction planning • Mortgage planning and alternatives * • Alternative investment advising (i.e. real estate investment) *refer to mortgage professional for negotiation and placement of financing
Address and contacts of Jennifer Wallace Insurance & Financial Solutions
64 Oxford St.
Saint Catharines , ON L2P 3T6
Canada Email
P: 9053214201 Website
Company Rating
137 FB users likes Jennifer Wallace Insurance & Financial Solutions, set it to 7 position in Likes Rating for Saint Catharines, Ontario in Bank/Financial Service category
Summary
Jennifer Wallace Insurance & Financial Solutions is Saint Catharines based place and this enity listed in Financial Services category. Located at 64 Oxford St. ON L2P 3T6. Contact phone number of Jennifer Wallace Insurance & Financial Solutions: 9053214201
Bank/Financial Service category, Saint Catharines
Suite 200, 20 Corporate Park Dr. Saint Catharines , ON L2S 3W2 Canada
Regardless of any point of life your at, there's always options. Lets figure out your easiest path to Financial Freedom.
75 Corporate Park Dr Saint Catharines , ON null Canada
3973 Glendale Ave. Saint Catharines , ON L0R 2C0 Canada
I apply an Wholistic and Life Planning process for Business owners, families and individuals from all multi generational age groups. We incorporate all the details and aspects of money matters over your entire life's financial model for you to achieve your fullest financial potential.