Southwest Mortgage

Mark Schoeffel, BBA, CIM, CFP is a financial services company based in Delta, BC. Specializing in a range of financial planning services, the company caters to individuals and businesses seeking personalized wealth management solutions. With a focus on building long-term client relationships, Mark Schoeffel, BBA, CIM, CFP offers comprehensive financial advice and strategies to help clients achieve their financial goals. Their expertise and dedication ensure that clients receive tailored financial solutions to meet their unique needs. Generated from their business 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