Flanagan & Associates Private Wealth
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Flanagan & Associates Private Wealth, based in Saanich, British Columbia, is dedicated to guiding affluent Canadians towards their financial aspirations. The team of financial professionals at Dumitru Flanagan & Associates is committed to creating tailored wealth management solutions to help clients reach their unique goals.
The firm's proactive and synchronized approach is rooted in experience, ensuring that client plans evolve to reflect changing needs. Offering a comprehensive range of services including retirement, tax, investment, insurance, and estate planning, they aim to deliver an elevated level of advice and resources.
Moreover, Dumitru Flanagan & Associates emphasizes community involvement, supporting various causes and organizations to give back and grow both as individuals and as a team. Through a team-based approach that combines local expertise with national industry knowledge, they strive to provide personalized and tax-efficient financial solutions.
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