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Brown Financial

  1. Hamilton
  2. Waterdown Finance

Reviews, get directions and information for Brown Financial

"Full scope financial planning wealth management, wealth protection.Education plans, Retirement income plans, Life insurance and Livings Benefits Critical Illness, Disability, Health & Dental insurance.Tax-advantaged estate planning strategies."
Address: 50 Coreslab Dr, Dundas, ON L9H 0B2, Canada
Phone: (905) 690-5035
State: Ontario
County: Hamilton Division
City: Hamilton
Zip Code: L9H 0B2


Opening Hours

Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

Update Info

related searches: brown financial security, odlum brown victoria, odlum brown kelowna, brown and associates waterdown
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Reviews
Michael Peters is a talented advisor at Brown Financial. He fights for what’s best for his corporate and business clients and the families he works with. I have been impressed by his knowledge when structuring tailored solutions and dealing with complicated cases. Michael recently helped my family with life coverage, overcoming constraints we faced as newcomers to Canada. After exploring multiple options, he found the best solution for us and, along with the Brown Financial team, made the whole process seamless. Michael should be your trusted advisor if you’re looking for a dedicated problem solver who truly cares about his clients!
Michael Peters is obviously highly skilled, very experienced and a wealth of knowledge. However, his caring and compassionate nature sets him apart from other industry professionals. Michael will immediately put you at ease when discussing the difficult topic of disability insurance and expertly tailor his services to meet your specific needs. Michael really treasures his relationships with his clients and truly goes above and beyond to obtain the best, most cost-effective coverage. You really never know when life will throw you a curve ball. If you ever become disabled and your income is disrupted, you will be incredibly grateful for retaining Michael to set up your insurance plan.
Me and my business partner needed a corporate life insurance policy done for our small gym/business FP Fitness. It is a morbid topic, however it needs to be done in order to have full peace of mind. I reached out to Nick Brown and he was able to sit through a zoom call with me and my business partner and we went through everything together including the medical questionnaire. Nick was very patient and explained in detail every single aspect of the policy. If you are looking to get corporate insurance of any kind, I would recommend going to Nick Brown and his team!
Nick Brown's knowledge and advice is invaluable. Life, critical illness and disability insurance can be really heavy topics, but Nick approach it in such a way that you feel deeply comforted knowing what options are out there and how they can work for you and your family. I highly recommend getting in touch with Nick.
Michael Peters is a senior advisor at Brown Financial. He services corporate and business clients, and is extremely knowledgeable of the products that Brown Financial offers, which enables him to create tailored solutions for his clients and their specific needs. His down to earth approach puts you at ease and allows you to gain a comprehensive understanding of the products recommended.
I am very pleased with the service I have received from Nick and his entire team at Brown Financial. I did a thorough search for a Certified Financial Planner to handle my mid size portfolio. I did not want to deal with big banks any longer as they tend to push only their own financial products that mostly charge high MER fees. I found Nick and Brown financial via a search through the CFP database. Nick is extremely knowledgeable and engaging. You never feel rushed and he answers any and all questions and gives solid financial advice. There are always risks when investing in financial markets but Nick is great at explaining them and helping you choose the investments that are right for you and that you feel comfortable with. I would highly recommend Brown Financial for your investment needs.
It’s not always easy to talk about life and critical illness insurance - or about your finances in general. Michael Peters was quick to put us at ease and helped us determine the level of coverage we need in order to maintain a similar lifestyle to the one we currently have - there are a lot of factors to consider that hadn’t even crossed our minds! He walked us through the application process and kept us updated with any news he received along the way. I certainly didn’t think this process would be quick and painless, but with Brown Financial on our side, it really was.
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