Mark Schoeffel, Bba, Cim, CFP

Southwest Mortgage is a health insurance company located in Delta BC dedicated to providing comprehensive coverage and support for individuals and families. With a focus on personalized service they aim to help clients navigate the complexities of health insurance ensuring they find the best plans to meet their needs. Their knowledgeable team is committed to delivering reliable solutions and fostering peace of mind for their customers. Generated from this place's information

Jeffrey J. Greenfeld CFP is an experienced investment advisor and financial planner based in Delta, BC, dedicated to helping families and small businesses navigate their wealth management needs. With a comprehensive range of services including retirement planning, estate planning, and insurance strategies, Jeffrey aims to provide peace of mind and customized solutions to secure financial futures. His team's client-centered approach has garnered positive testimonials, highlighting their expertise in assessing financial needs and implementing effective strategies. From retirement income projections to risk management for small business owners, Jeffrey's commitment to personalized financial advice ensures that clients can confidently focus on their goals while he manages their financial wellbeing. Generated from the website