Serviss Wealth Management
Financial-Services
Website
Company Tagline
Providing Innovative Financial and Business Advice You Can Trust to Suit Your Unique Life Stage and Lifestyle.
Industry Category
Business Keywords
Company Description
Serviss Wealth Management is a leading financial services firm dedicated to providing innovative financial and business advice tailored to suit each client's unique life stage and lifestyle. Located in Kelowna, British Columbia, Serviss Wealth Management is committed to offering a straightforward approach to wealth accumulation, preservation, and the generational transfer of assets. The primary address is 702-1726 Dolphin Ave, Kelowna, British Columbia V1Y 7W6, CA.
At Serviss Wealth Management, personalized strategies are designed and implemented to align with individual goals, ensuring comprehensive and effective wealth management. The core values of Serviss Wealth Management revolve around truthfulness, simplicity, and client satisfaction, fostering strong, lasting relationships built on trust and exceptional service.
With a focus on wealth management, investments, and life insurance, Serviss Wealth Management strives to empower clients to achieve their financial aspirations through strategic planning and diligent execution. We invite the manager of Serviss Wealth Management to create a customized and exclusive company showcase and product listing on our platform to further enhance their market presence.
Serviss Wealth Management est une société de services financiers de premier plan qui se consacre à fournir des conseils financiers et commerciaux novateurs, adaptés au style de vie et à l'étape de vie uniques de chaque client. Située à Kelowna, en Colombie-Britannique, Serviss Wealth Management s'engage à offrir une approche simple de l'accumulation, de la préservation et du transfert intergénérationnel de patrimoine. L'adresse principale est 702-1726 Dolphin Ave, Kelowna, British Columbia V1Y 7W6, CA.
Chez Serviss Wealth Management, des stratégies personnalisées sont conçues et mises en œuvre pour s'aligner sur les objectifs individuels, garantissant une gestion de patrimoine complète et efficace. Les valeurs fondamentales de Serviss Wealth Management s'articulent autour de la vérité, de la simplicité et de la satisfaction du client, favorisant des relations solides et durables, fondées sur la confiance et un service exceptionnel.
En mettant l'accent sur la gestion de patrimoine, les investissements et l'assurance-vie, Serviss Wealth Management s'efforce de donner aux clients les moyens de réaliser leurs aspirations financières grâce à une planification stratégique et une exécution diligente. Nous invitons le directeur de Serviss Wealth Management à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer encore sa présence sur le marché.
Key Personnel / Employees
Compare Companies Side by Side
Compare Serviss Wealth Management with 3 companies in Financial-Services
| Comparison Field |
Serviss Wealth ManagementMain Company |
Fortis Lux FinancialView Profile |
Infinity Financial S...View Profile |
COR Financial Partne...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2004 | 2015 | |
|
Company Size
|
— | 51-200 | 51-200 | 51-200 |
|
City
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Kelowna, British Columbia | New York, NY | Kuala Lumpur, Malaysia | San Diego, California |
|
Country
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Canada | United States | Malaysia | United States |
|
Skills & Keywords
Comparing with main company
|
7 Total Skills
Wealth Management
Financial Services
Investments
Life Insurance
Financial Planning
Asset Management
Retirement Planning
|
6 Total
1 Common
5 Unique
Match
14%
Common Skills:
Financial Planning
Unique Skills:
Disability Income Insurance
Estate Planning
Long-Term Care
Protection Strategies
Wealth Accumulation
|
9 Total
1 Common
8 Unique
Match
14%
Common Skills:
Financial Planning
Unique Skills:
Business Insurance
Employees Medical Plans
Medical Insurance
Offshore Banking
Personal Insurance
Personal Savings
+2
|
9 Total
2 Common
7 Unique
Match
29%
Common Skills:
Financial Planning
Retirement Planning
Unique Skills:
Annuities
Business Development
Estate Planning
Financial Advisory
Leadership
Long Term Care
+1
|
4
Total Companies2004
Oldest Founded3
Countries26
Unique SkillsSimilar Companies
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Alternative Company Names
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