What We Do For Business Owners - Dustin T. Serviss
Dustin T Serviss, RHUand The Peacock Sheridan Group are a team of Kelowna Financial Advisors who share extensive experience in working with business owners, professionals and high net worth families.
Being process driven financial advisors we are able to help clients clarify and crystallize their financial objectives, as well as life and family goals. We pride ourselves in taking that extra step up front to get to know our clients so an appropriate financial strategy can be recommended and then implemented. With an office located in Kelowna BC we are well positioned to share financial advice throughout the Okanagan.
Dustin has proved as an invaluable source of support and wisdom for my business. I must admit from dealing with previous financial planners in the past I underestimated his thorough approach and expertise. Dustin truly has exceeded every expectation of mine in setting up valuable protection for my business and myself. A detail is never missed and I feel sure that he is always available to offer advice.
I absolutely recommend Dustin‘s Financial Services, he so much more than any financial advisor I have ever met.
Email