Founded in Ottawa, Ontario in 1938 by A. E. "Lon" Campbell, MOORE FINANCIAL is now a 3rd generation family owned and operated independent financial planning firm. Our process helps individuals and business owners make financial decisions with confidence that are always relevant to your current circumstances and expectations.
From Group Benefits and Retirement to Key Person Insurance - With our industry expertise and trusted network of professionals, we can help protect your company - so you can stay focused on what matters. Whether you're five years away from retirement, or already retired we'll help guide you through the steps necessary to secure enough assets for your optimal retirement lifestyle.
From Group Benefits and Retirement to Key Person Insurance - With our industry expertise and trusted network of professionals, we can help protect your company - so you can stay focused on what matters. Whether you're five years away from retirement, or already retired we'll help guide you through the steps necessary to secure enough assets for your optimal retirement lifestyle.
Services
Our goal is to help clients achieve financial success based on their own definition of financial success. We do this by following a 6-step Financial Planning process with clients that helps them see where they are today versus where they want to BE and how we can help them get there.
MOORE FINANCIAL primarily works with people who want to protect their families for today, build wealth for their future and then efficiently maximize the transfer of their hard-earned wealth to the next generation.Born and raised in Ottawa, ON, Jeremy has been the President of Moore Financial since 2010.
MOORE FINANCIAL primarily works with people who want to protect their families for today, build wealth for their future and then efficiently maximize the transfer of their hard-earned wealth to the next generation.Born and raised in Ottawa, ON, Jeremy has been the President of Moore Financial since 2010.
Founded in Ottawa, Ontario in 1938 as a general insurance business by A. E. "Lon" Campbell, MOORE FINANCIAL is now a proud 3rd generation family owned and operated independent financial planning firm. In 1975, initially as a Life Insurance Agent, Michael D. Moore joined his father-in-law, Lon at what was then called, Campbell & Moore Insurance Brokers.
With so many financial options available, it can be difficult to figure out what's right for you. At MOORE FINANCIAL we'll explain your choices and develop a plan tailored for you, so you can make confident financial decisions for your future. Reach out to us for more information or to schedule a consultation.
Help protect your financial security, provide for your loved ones, and save money on routine, and emergency health expenses. Flexcare(R) health and dental insurance plan or FollowMe(R) Health individual insurance plans are ideal for individuals and small businesses, offering flexibility and choice when group benefits come to an end.
During the Financial Planning process we try and review all of the applicable areas from the following: Insurance Planning, Investment Planning, Retirement Planning, Estate Planning and Business Planning which includes Group Benefits & Group Retirement and Executive Compensation. The financial planner explains or documents the services to be provided and defines his or her responsibilities along with the responsibilities of the client.
Reviews (7)
Donna Ldl
Jun 04, 2019
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Gary Stewart
Sep 26, 2016
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Shreyas Ahir
Jul 28, 2015
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Worst customer service. I did my taxes paid the money but i needed to change some IRA elections , Taxes are still not filed i needed to sign the forms for them. I called the m multiple times,email them . I spoke to Vicki multiple times nothing happened. They charge me 500 bucks without filing my taxes.
Stay away from them
Stay away from them
Bill A.
Aug 04, 2014
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Matthew Monihan
Dec 22, 2013
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Winston Doyne
Dec 18, 2013
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Charlie Reinson
Aug 29, 2013
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