Penmore Financial Group Inc

Location :

8800 Dufferin St, Concord, ON L4K 0C5
Added by Jopie, at 16 July 2020

Add email
Add business description
Add website
Add Social Media
Add Products and Services

• L K

  16 May 2021

  Susan McCafferty is the best financial adviser. She will explain in layman’s terms all the TSX words that only a Wall Street person would know. She cares about your investment like it is her own & will advise you accordingly. No investment is too small she treat everyone equal. She’s concerned about your saving for the rainy days & making your money work for you.

  response / report this review
• Recruit King

  04 December 2020

  I highly recommend Kyle Grooms. He is both service oriented and highly knowledgeable in his field which equates to a great business partner. He and his team are very well versed in both group and individual insurance and Penmore also has strong expertise in international global benefits. Kyle is someone that I do not hesitate to introduce to my own clients.

  response / report this review
• Dan

  15 October 2020

  My experience with Daniel Moretto from Penmore is top notch. He is an honest person that genuinely puts helping his clients as his top priority. He is very knowledgeable and is always available when I have questions for him. He always takes the time to check up and sits down to review my financial picture on an annual basis at minimum. I would not trust anyone else with my finances. Your in excellent hands with Daniel.

  response / report this review
• Rebecca-Jane McAllister

  08 August 2020

  Daniel made the process of applying for Disability Insurance as simple and stress free as possible. He always outlined my options, kept me informed throughout the process, and was quick to answer any questions I had. He was very thorough and knowledgeable, always advocating for the best possible coverage for me. I would definitely recommend his services.

  response / report this review
• Ali Khwaja

  23 July 2020

  My family and I have been working with Daniel Moretto for several years now and it has been an extremely positive experience. The number one quality I look for when working with an advisor is integrity and I can confidently say that Daniel has exceeded my expectations.
  
  Daniel took the time to truly understand my financial goals and worked with me to create a plan that was right for me. He has been diligent in setting up frequent touch points and is quick to respond to adjustments in my investment strategy over the years. Daniel has a strong team behind him at Penmore, so rest assured you are in good hands!
  
  I continue to recommend Daniel to my family and friends and would highly recommend him to anyone looking for sound financial advice.

  response / report this review