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Okanagan Wealth Management Group - Raymond James

  1. Penticton
  2. Penticton Finance

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Okanagan Wealth Management Group - Raymond James
"The Okanagan Wealth Management Group is a professional financial advisory group committed to providing our clients with sophisticated wealth management strategies and efficient wealth creation."
Address: 301 Main St #101, Penticton, BC V2A 5B1, Canada
Phone: (778) 476-1466
State: British Columbia
County: Okanagan-Similkameen
City: Penticton
Zip Code: V2A 5B1


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Reviews
I have been working with Kelly as my financial planner for over 15 years. She is not only pleasant to deal with she is also on the ball and cares. I have had my highest gains with my money in her hands. I would recommend anyone to her.
Wonderful help from confident knowledgeable financial advisor.
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