Every time I call the office and have a question regarding my accounts through AFIG, Angela, is always more than helpful. She is friendly, knowledgeable, and prompt with her responses. Most of all, she is always enjoyable to chat with. Thanks Angela!
Bonnie
You, Jenn Dalheimer, are always so pleasant and speedy with any and all questions I pose. You make everything I need done easy and I never feel I am a bother. That is so appreciated!
Sherisse
My wife and I are both young professionals and we got married last year. We felt we knew a lot about money and how to plan for our future. Many of our close friends had been recommending to go see John at AFIG for some time. We both agreed it would be a good idea to get everything we had on the same page using professional guidance. Setting up the appointment was very easy and worked with our busy schedules. The atmosphere is very relaxed but professional. The time spent with John was priceless as he aligned our plan with our goals. Our first trip he was able to figure out a way to get us a $9000 tax return simply by moving some things around. We learned a lot about mortgages, insurance products, and the beauty of owning real estate. John is very personable and can see eye to eye no matter what your level of income. I would recommend making your initial appointment with him sooner than later. We're sure glad we did.
Chris and Courtney
John Trudel and the team at AFIG has been so helpful with getting our finances in order. From the moment we were referred to AFIG, John made sure that we understood our options and helped us organize our priorities and manage our money in a way that made sense for our future. We will continue to work with AFIG and look forward to the next steps in managing our investments. John continues to be a vital resource for us and has also become a friend along the way.
Cristie and Devan
I was glad to leave our feedback just because you really do great job and provide great service. Every time when we have a question, we receive professional answer quickly. Every time if we need to meet, John is ready to go to another city to make it possible. Your finance advices are honest, wise and effective. We are very glad to have business with you. Thank you a lot.
Svetlana
I just want to thank AFIG for helping me set goals and get on track. Not only did John set me up with a plan to get all of my ducks in a row to prepare us to buy our first home, but he made it very easy and reassuring. John explained all of the details about our finances and the steps we needed to make to be in our dream home. I Have constantly referred him as our financial advisor as well as the mortgage specialist Paul Leong who John referred us to. He did an excellent job dealing with us, and getting an incredible rate almost three years ago.
Rene
As an Individual, your Investment needs vary depending on which stage of planning you find yourself in. At AFIG Financial Services Inc., we will provide the investment products suited to your financial needs. We will help you invest for your future while protecting your assets today.
Life is unpredictable, As you progress through life, so do your Insurance needs. Buying a home, having a growing family, changing jobs, or an unexpected family death can affect your financial situation.
Achieving Financial Independence is the ultimate position we strive for you to attain. Financial Independence has many different meanings and must be tailored to your individual ongoing concerns and future goals.
Independent financial advisers are free to align with multiple investment, insurance, and trustee companies, each offering a unique and individualized product. This gives the Independent adviser a wide range of options to advise you from, as well as the freedom to offer the right product for you.