Theresa Bartley - Investment Planning Counsel
Finance · Canada · 11-50 Employees
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Overview
Headquarters
431 Timothy St, Newmarket, Ontario, L3Y ...Phone Number
(866) 769-5772Website
www.bartleyteam.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Theresa Bartley - Investment Planning Counsel
The Bartley Team offers personalized wealth management services focused on providing human-centered financial advice tailored to client needs. They emphasize flexibility in communication, offering advice through various formats including one-on-one meetings, in-person consultations, or group video calls, irrespective of time zones. Their experienced team collaborates closely with clients to adjust plans based on engagement preferences, ensuring ongoing support and relationship building. They aim to empower clients to achieve their financial goals and enhance the growth of their assets through strategic advice.Explore more
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Type
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Theresa Bartley - Investm...
<$5M
11-50
Private
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The Bartley Team offers personalized wealth management services focused on providing human-centered financial advice tailored to client needs. They emphasize flexibility in communication, offering advice through various formats including one-on-one meetings, in-person consultations, or group video calls, irrespective of time zones. Their experience... Read More
