Find A Fee-Based or Fee-Only Financial Planner In Moncton
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Josh McWilliam
BA, CFP®, FMA, EPC, FCSI, CIWM, TEP
Retirement Planning Solutions
I’ve been having a great experience working with Retirement Planning Solutions.
The team is great and Josh has been amazing at breaking things down into easy to understand terms, with quick replies and has been essential in helping me with my retirement planning.
Highly recommend Josh McWilliam!
Sarah McGraw
Bill Lane
CFP®
Discovery Financial Services
Mitchel and the team at Discovery are very thorough and knowledgeable.
For the last decade they have helped guide me through the complexities of financial planning.
Sharon Capson
Philip Sallaj
CFP®, CLU, CH.F.C., CHS
The Planning Group
I had to transfer over a pension from a previous employer.
I got in contact with Justin, he was incredibly knowledgeable and took the time to shine light on stuff that I wasn't sure about.
Everything from the reception to signing the papers went flawlessly.
Thanks again!
Denis Bastarache
Choosing Your Next Fee-Based Advisor or Fee-Only Financial Planner
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