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
4 stars0
3 stars0
2 stars0
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.
Frequently Asked Questions About Optimize Wealth Management | Don Carey Financial
What services does Optimize Wealth Management | Don Carey Financial offer?
Optimize Wealth Management | Don Carey Financial offers financial planning, investment management, insurance planning, wealth management services, retirement planning, risk management, and estate planning.
Where is Optimize Wealth Management | Don Carey Financial located?
It is located at 805 N Christina St N #204, Sarnia, ON, N7V 1X6, Canada.
What are the business hours for Don Carey Financial?
Don Carey Financial is open Monday to Friday from 9:00 AM to 5:00 PM and closed on Saturday and Sunday.
How can I contact Don Carey Financial?
You can contact Don Carey Financial by phone at +1 519-336-0841 or by email at don.carey@optimize.ca.
What experience does Don Carey have in financial advisory services?
Don Carey has been established since 1990 and is a trusted financial advisor known for simplifying complex financial challenges and creating impactful solutions.
Where can I find more information online about Don Carey Financial?
More information is available on their website: https://optimize.ca/carey-financial.
What nearby professional services can I find around Don Carey Financial?
Nearby professional services include ASHR Legal and Kirby D John, both legal services providers, and Express Employment Professionals Sarnia for employment services.
Are there any wellness or health services near Don Carey Financial?
Yes, ISH Nutrition & Wellness and Alta Health and Performance chiropractic clinic are nearby to support your wellness needs.
Can I visit any cultural or entertainment venues near Don Carey Financial?
Yes, Steppin' Up Dance Company offers dance and art classes, and the Sarnia Christmas Market features arts and crafts for visitors.
Is there convenient accommodation near Don Carey Financial for out-of-town clients?
Clients can stay nearby at Quality Inn or Fairway Towers, both offering comfortable lodging options close to Don Carey Financial.