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ExcelPlan Financial/Investia Financial Services Inc.Financial advisor in Burlington, ON

ExcelPlan Financial/Investia Financial Services Inc. is a financial advisor at 440 Elizabeth St #300, Burlington, ON L7R 2M1, rated 5.0 from 3 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Burlington, ON0 paid placements in any rankingHow we rank

Call (905) 639-8008Website ↗

Key facts

Key facts about ExcelPlan Financial/Investia Financial Services Inc.
Address440 Elizabeth St #300, Burlington, ON L7R 2M1Get directions
Phone(905) 639-8008
Websiteexcelplan.ca
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category

Service area

Serves Burlington and 6 towns within 40 km: Hamilton, Oakville, Ancaster, Milton, Mississauga and Brampton.

Based in Burlington, ONView on map

Opening hours

Opening hours for ExcelPlan Financial/Investia Financial Services Inc.
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about ExcelPlan Financial/Investia Financial Services Inc.

What are ExcelPlan Financial/Investia Financial Services Inc.’s hours?

ExcelPlan Financial/Investia Financial Services Inc. is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does ExcelPlan Financial/Investia Financial Services Inc. serve?

Serves Burlington and 6 towns within 40 km: Hamilton, Oakville, Ancaster, Milton, Mississauga and Brampton. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about ExcelPlan Financial/Investia Financial Services Inc.?

ExcelPlan Financial/Investia Financial Services Inc. has a rating of 5.0 from 3 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact ExcelPlan Financial/Investia Financial Services Inc.?

Call ExcelPlan Financial/Investia Financial Services Inc. on (905) 639-8008. The business is at 440 Elizabeth St #300, Burlington, ON L7R 2M1. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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