“In the years that KW Wakefield Financial have been advising me on my financial affairs, they have always been thoughtful and insightful with regard to my needs, rather than their own. Their investment suggestions have been sensible and fair, and even in the current challenging conditions they have continued to be driven by a desire to serve my best interests. I think of them as friends and business advisors who I can turn to for any number of matters, and be confident of their understanding. I fully expect them to figure in my personal and business financial needs for many years to come.”
“My wife and I have known Kirk Wakefield for over 20 years and during that time we have been very impressed with his competence, not only with his wise and skillful advice, but also his very professional organization. He regularly gets in touch with us and also visits us several times a year to review our situation and to make suggestions on any improvements he thinks he could make. They have a very professional approach, after we meet, they later forward a very detailed report explaining the current situation. We have been more than pleased with KW Wakefield’s service and would highly recommend them.”
Suite 480 - 1140 W. Pender St.