Adams and Associates Financial Solutions Inc Professional
Aug 14th, 2022 at 10:23 Insurance 258 Bayfield St, Barrie, ON L4M 3B7 30 views Reference: 1016715
Location: 258 Bayfield St, Barrie, ON L4M 3B7
General Information
Sun Life Financial's Melanie Adams is honoured to have been voted Barrie's Favourite Financial Planner for 8 years. Everyone has a vision of what their future will look like. I help create a plan to ensure you have the resources to achieve that vision. Listening to you as an individual, couple or business allows me to capture everything that is important to you. I assist in many ways, including budgeting, debt management, life and health insurance, education, retirement, tax and estate planning.
Products and/or Services
- Health,
- Investments,
- Life,
- Travel,
Products and Services
- Financial Planning,
- Life Insurance,
- Disability Insurance,
- Critical Illness Insurance,
- Long Term Care Insurance,
- Medical & Dental Coverage,
-
- Group Benefit Plans,
- RRSPs,
- Education Savings Plans (RESP),
- Tax Free Saving Accounts (TFSA),
- GICs,
- Annuities,
- Tax Planning,
- Retirement Planning,
- Budgeting,
- Debt Analysis,
- Pension Plans,
- Mutual Funds,
- Business Continuation / Succession Planning,
Specialties
- Financial Planning,
- Life Insurance,
- Health Insurance,
- Investment Planning,
- Estate And Tax Planning,
Languages Spoken
- English,
Opening Information
| 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 |
| After Hour Appointments Available Upon Request. | |
Website: www.sunlife.ca
Facebook: https://www.facebook.com/AdamsAndAssociatesFinancialSolutionsInc/
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Seller Information
Name
Adams And Associates Financial Solutions Inc
Location
Total Listing
Website
About Seller
Sun Life Financial's Melanie Adams is honoured to have been voted Barrie's Favourite Financial Planner for 8 years. Everyone has a vision of what their future will look like. I help create a plan to ensure you have the resources to achieve that vision. Listening to you as an individual, couple or business allows me to capture everything that is important to you. I assist in many ways, including budgeting, debt management, life and health insurance, education, retirement, tax and estate planning.
Products and/or Services
Health,
Investments,
Life,
Travel,
Products and Services
Financial Planning,
Life Insurance,
Disability Insurance,
Critical Illness Insurance,
Long Term Care Insurance,
Medical & Dental Coverage,
Group Benefit Plans,
RRSPs,
Education Savings Plans (RESP),
Tax Free Saving Accounts (TFSA),
GICs,
Annuities,
Tax Planning,
Retirement Planning,
Budgeting,
Debt Analysis,
Pension Plans,
Mutual Funds,
Business Continuation / Succession Planning,
more...
less...
Specialties
Financial Planning,
Life Insurance,
Health Insurance,
Investment Planning,
Estate And Tax Planning,
Languages Spoken
English,
