Business Details
About
Financial PlanningFinancial PlannerInvestment Service
Don Carey Financial provides customized solutions, so you can feel confident about your financial decisions. Don has a unique ability to simplify complex financial challenges and present impactful solutions that will create substantial change. Whether it is planning for retirement, investing your savings or working towards achieving your financial goals, Don Carey is the trusted financial advisor you've been looking for.
Location
Optimize Wealth Management | Don Carey Financial
805 N Christina St N #204, Sarnia, ON
N7V 1X6, Canada
Hours
Reviews
5.0
12 reviews
5 stars
12
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1 star0
- MSMichael SmolinskiAug 3, 20235.0It has been a pleasure working with Don - he has been incredibly kind, helpful, and patient throughout the process of setting up my life insurance policy. I highly recommend working with Don.
- RHRachel HowardJul 19, 20235.0I have nothing but positive things to say about my experience working with Don. He helped me navigate my insurance process in a straightforward manner and was extremely reliable, patient, understanding and trustworthy with his advice. 10/10 would recommend working with Don, you won't regret it!
- DSDebbie SmithSep 20, 20225.0Don has been and continues to be on top of my investments and speaks to me in laymens terms making me confident in my portfolio. I would highly recommend him!
- BRBill RennieOct 6, 20215.0We have been clients of Don for 22 years. In that time he has built an excellent retirement plan for us, with continued growth. In addition, he has also provided plans for our grandchildren's education with maximum returns yearly. Don has simplified the art of retirement/estate planning for the lay person. On a personnel level, he is professional, knowledgeable at all times, and is always a phone call away when needed. We would highly recommend Don to anyone starting out on the journey of retirement planning.