Meghan Roney's Colleagues at Simard & Associates Wealth Strategies
Meghan Roney's Contact Details
HQ
845-535-3736
845-535-3736
Location
Windsor,Ontario,Canada
Windsor,Ontario,Canada
Company
Simard & Associates Wealth Strategies
Simard & Associates Wealth Strategies
Meghan Roney's Company Details
We understand your goals and dreams are as individual as you are! Together we create clarity to help our clients attain their goals. We focus on pre- and post- retirement strategies and legacy planning. Our team also specializes in estate and succession planning, as well as transition planning for business ownersOur dedicated staff and team of financial specialists brings understanding to what may seem like a complex process.Working alongside our clients' existing team of professionals, including accountants and lawyers; we draw on our years of experience, knowledge and education to create an individualized wealth strategy.
Frequently Asked Questions about Meghan Roney
Meghan Roney currently works for Simard & Associates Wealth Strategies.
Meghan Roney's role at Simard & Associates Wealth Strategies is Associate Financial Advisor.
Meghan Roney's email address is ***@simardandassociates.com. To view Meghan Roney's full email address, please signup to ConnectPlex.
Meghan Roney works in the Financial Services industry.
Meghan Roney's colleagues at Simard & Associates Wealth Strategies are Mara Derikx, Kathy Simard and others.
Meghan Roney's phone number is 845-535-3736