John Mazziotti, CFP - Investors Group Financial Services Inc.

at 1743 Lansdowne St. W. , Peterborough , K9K 1R2 Canada

Executive Financial Consultant, Investors Group Financial Services Inc.

Address and contacts of John Mazziotti, CFP - Investors Group Financial Services Inc.

place map
John Mazziotti, CFP - Investors Group Financial Services Inc.
1743 Lansdowne St. W.
Peterborough , ON K9K 1R2
Canada
Email
Contact Phone
P: 705-876-1282
Website
http://www.johnmazziotti.com/

Description

At Investors Group Financial Services Inc., we create wealth, retain and secure peace of mind for clients. We will act with integrity and deliver the highest quality service at all times. Bring us your dreams and we’ll help you get there Your written plan will be tailored specifically for you and will reflect your goals and aspirations. It will be reviewed with you regularly and updated or adjusted to reflect major changes in circumstances or life events. The planning process begins with you in mind. •STEP 1: a meeting to discuss your goals and objectives. •STEP 2: a financial review where we gather data and conduct a personal financial review using our comprehensive investment questionnaire and other data-gathering tools and resources. •STEP 3: analyzing data using our own sophisticated, proprietary financial planning and Symphony Strategic Investment PlanningTM asset allocation software to provide potential strategies and recommendations based on numerous scenarios and projections in consultation with you. •STEP 4: preparing your written plan – this is presented with our recommendations and an explanation of projections and how to best get you from here to there. •STEP 5: the implementation of your plan. •STEP 6: regular reviews.

Opening time

  • Mondays: 09:00- 16:30
  • Tuesdays: 09:00- 16:30
  • Wednesdays: 09:00- 16:30
  • Thursdays: 09:00- 16:30
  • Fridays: 09:00- 16:30

Company Rating

27 FB users likes John Mazziotti, CFP - Investors Group Financial Services Inc., set it to 21 position in Likes Rating for Peterborough, Canada in Bank/Financial Service category

Summary

John Mazziotti, CFP - Investors Group Financial Services Inc. is Peterborough based place and this enity listed in Bank/Financial Services category. Located at 1743 Lansdowne St. W. ON K9K 1R2. Contact phone number of John Mazziotti, CFP - Investors Group Financial Services Inc.: 705-876-1282

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