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De Thomas Wealth Management

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Kelowna, Canada

dethomaswealth.com
Financial consultant· Investment service· Insurance broker· Life insurance agency

De Thomas Wealth Management Reviews | Rating 5 out of 5 stars (2 reviews)

De Thomas Wealth Management is located in Kelowna, Canada on 1658 Commerce Ave #102. De Thomas Wealth Management is rated 5 out of 5 in the category financial consultant in Canada.

Address

1658 Commerce Ave #102

Phone

+1 2504488814

Amenities

Toilets

Accessibility

Wheelchair-accessible entranceWheelchair-accessible toilet

Open hours

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Tania Gustafson

Rocky Taetz truly cares about the client. This was immediately evident when my husband and I went to see him about some investments. Rocky takes the time to explain and answered all our questions and even some we didn't know we had. Since setting up our investment portfolio with Rocky, our three adult kids have also gone to see him and all three were very impressed with the education, time, care and attention he spent with each one. If you're unsure about your investments or your retirement, you need to book an appointment and allow Rocky to shed some light on it for you. Thanks so much Rocky, we really appreciate all you do!

R

Regenerate Scottsdale

Great financial strategies and support.

Top 10 companies in Financial consultant category

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