Changing People's Lives, One Financial Solution at a Time
Who we are
Profile Financial Services has been providing tailored financial planning solutions to individuals and families for over 36 years. We are a team of passionate and experienced professionals driven by a genuine desire to empower our clients and help them achieve their financial goals.
What we do
Our focus is to create custom-made financial plans that align with each client's unique needs and aspirations. We offer a comprehensive range of services tailored to various life stages and financial situations:
Wealth Creation & Management
- Goal-based wealth creation strategies
- Risk mitigation and insurance solutions
- Asset planning and restructuring
- Retirement planning and accumulation
- Succession and estate planning
Personal Risk Management
- Personal risk assessment and mitigation strategies
- Insurance solutions for various situations - from unexpected illness to financial setbacks
Planning for the Future
- Retirement planning and income generation strategies
- Financial legacy planning for loved ones
- Estate planning and succession strategies
Our Approach
We believe in building strong relationships with our clients based on trust and open communication. We take the time to understand your unique circumstances, goals, and anxieties. We then work collaboratively with you to develop a personalized plan that outlines clear goals, strategies, and timelines.
What sets us apart?
- Client-centric approach: We prioritize your needs and goals at every stage of the process.
- Transparency and communication: We provide clear and concise explanations of our processes and recommendations.
- Experience and expertise: Our team of professionals have extensive experience in various financial areas.
- Ongoing support: We are committed to providing ongoing guidance and support as your financial situation and goals evolve.
Our Values
Our core values guide our actions and interactions:
- Integrity: We adhere to the highest ethical standards and act with transparency and honesty.
- Expertise: We maintain our knowledge and skills through continuous professional development.
- Client-centeredness: We prioritize your needs and goals as our top priority.
- Transparency: We provide clear and concise information about our services and fees.
- Collaboration: We work collaboratively with you to achieve your financial goals.
Contact us today and let us be your trusted financial guide!
Exceptional Service and Advice
Reviews highlight the exceptional service and advice provided by Profile Financial Services. Clients praise the prompt and professional responses from financial advisors, including Scott Ungaro, Kelly, Phillip Win, and Kurt Ohlsen.
Trust and Satisfaction
Clients express their trust and satisfaction with the company, citing excellent friendly service, good advice, and a sense of security. Many have been with the company for an extended period, with some clients having been with them for nearly 20 years.
Key Strengths
Reviews highlight the company's strengths in:
- Communications: Clients appreciate the regular updates and keeping them informed about legislative changes.
- Advice: Financial advisors are knowledgeable and provide expert advice, always acting in the client's best interest.
- Trust: Clients trust the company to manage their finances and feel secure with their investments.
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