As someone responsible for a large retail operation I’ve become very familiar with financial planning over the years. However, I knew that I needed to find a financial services professional who I could trust with my own money. After a few less than satisfying experiences, I met with Will Britton and haven’t looked back.
From insurance and investment to retirement planning, Will has taken the time to craft a realistic solution that is custom-fitted to my needs. I no longer have to stay awake worrying about my finances. I have a plan and everything is under control – period.
As a business person, I always look for great customer service and Will delivers over and above every time. He takes the time to educate you, shows you options you didn’t even realize you had, and then lets you decide what course to take.
No matter what your financial situation – just starting out or looking for other opinions – you owe it yourself to talk to Will.
I’ve included my email so you can thank me!
Dan Milling
dmilling@gmail.com
Will made planning for today, tomorrow and the future easy. We explained to Will what we had in place already and what our needs were. He was able to lay out the options for us when it came to life insurance, retirement plans, savings plans and more. I can’t deny being rather intimidated by the prospect of trying to figure it all out. Will was able to explain it all in a way that we could make a well educated choice about what best suited our needs based on our current financial situation. I really appreciated the fact that he took one look at our current life insurance and knew he could provide us with a better policy for less money. After going over our current rrsp’s he noticed that our investments were not meeting the risk factors that we expressed interest in. He was able to make the appropriate changes for us. Will makes following the information that is coming at you much easier than it has been in the past. He is available when we need to make changes or have questions. I truly appreciate the time he has taken to help us achieve our goals for the future.
Rebecca and Ron Hannaford
"Will has helped me better understand the world of investing; as a result of working with him, I am comfortable with my future and have a greater understanding of how the economy operates. Will can simplify the most difficult pieces of information and construct a quick solution to any financial problems you are facing. I would recommend his services to anyone - friends, family, and even strangers in need of financial advice."
Troy Gallant
Susan Inwood
Dear Will…Thanks for assessing my overall financial means and goals, and translating an overwhelming big-picture into smaller, more comprehensible chunks. My mind tends to glaze over reading finance terminology, so it was great to have someone I trusted tell me what various documents meant in plain English.
Amy Cadman
Mark Dasilva