Jeffry Frison, Financial Consultant - Investors Group

at 101-2001 McCallum Road, Abbotsford , V2S3N5 Canada

1. Financial Planning

Welcome to my Investors Group Financial Services Inc Facebook page about Financial Planning in the Fraser Valley! Have a peak around, enjoy yourself, ask me a question & remember to click LIKE! :)

Description

In case you wondered what I do... 8 Step Wealth Discipline Process: Step 1 - Initial Review Step 2 - Discuss Goals & Understand Client Objectives Step 3 - Written Financial Plan (Draft) & Commitment By Both Parties to Work Together Step 4 - Investment & Tax Planning Step 5 - Insurance & Estate Planning Step 6 - Written Financial Plan (Final) Step 7 - Complete Legal & Tax Updates Step 8 - Financial Planning Review Scheduled

Opening time

• Mondays: 08:30- 16:30
• Tuesdays: 08:30- 16:30
• Wednesdays: 08:30- 16:30
• Thursdays: 08:30- 16:30
• Fridays: 08:30- 16:30

Company Rating

58 FB users likes Jeffry Frison, Financial Consultant - Investors Group, set it to 19 position in Likes Rating for Abbotsford, British Columbia in Bank/Financial Service category

Summary

Jeffry Frison, Financial Consultant - Investors Group is Abbotsford based place and this enity listed in Financial Planning category. Located at 101-2001 McCallum Road BC V2S3N5. Contact phone number of Jeffry Frison, Financial Consultant - Investors Group: 604 853 8111