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G
3 years ago

Following the misconduct and incomprehensible inco...

Following the misconduct and incomprehensible incompetence on the part of Lesley van der Merwe from Envestpro's insurance brokerage; not to mention Envespro's unwillingness to mitigate the issue, or even respond to my complaints; you can well understand that I do not feel comfortable taking on additional business with Envestpro in future.

T
3 years ago

Customer service is absolutely shocking. No one ev...

Customer service is absolutely shocking. No one ever reply to emails, messages or phone calls. This is very concerning when you invest your money and can't find out what is happening with it.

S
4 years ago

I had a terrible encounter with Envestpro. The sta...

I had a terrible encounter with Envestpro. The staff member I had dealings with was arrogant and outright rude. Please bear in mind no matter who your dealings are with, customer service is paramount.

About Envestpro Financial Services

Envestpro Financial Services is a leading financial services provider that offers comprehensive solutions to individuals, families, and businesses. The company is an affiliate of Liberty Financial Services, which has been in the industry for over 60 years. Envestpro has built a reputation for providing expert investment advice and management services to its clients.

The company's mission is to help its clients achieve their financial goals by providing them with personalized solutions that are tailored to their unique needs. Whether you are an individual looking to invest your savings or a business owner seeking ways to grow your wealth, Envestpro has the expertise and experience needed to help you succeed.

One of the key strengths of Envestpro is its team of highly qualified professionals who have extensive experience in the financial services industry. The team includes certified financial planners, investment advisors, and portfolio managers who work together to provide clients with customized solutions that meet their specific needs.

Envestpro offers a wide range of financial products and services designed to help clients achieve their goals. These include retirement planning, estate planning, tax planning, risk management, investment management, and more. The company's experts work closely with each client to understand their unique situation and develop a plan that meets their specific needs.

One area where Envestpro excels is in investment management. The company's portfolio managers use a disciplined approach based on sound research principles when managing client portfolios. They carefully analyze market trends and economic indicators before making any investment decisions on behalf of clients.

Another area where Envestpro stands out from other financial service providers is in its commitment to transparency and accountability. The company believes in keeping its clients fully informed about all aspects of their investments so they can make informed decisions about how best to manage their wealth.

Envestpro also places great emphasis on education as part of its overall approach towards helping clients achieve success financially. Through regular seminars and workshops conducted by experts within the organization or invited guests from outside it provides valuable insights into various aspects related not only investing but also personal finance such as budgeting or debt reduction strategies etc.,

In conclusion,
EnvestPro Financial Services provides comprehensive solutions for individuals looking for expert advice on managing finances effectively while achieving long-term goals like retirement planning or estate planning; businesses seeking ways grow wealth through strategic investments; anyone interested learning more about personal finance topics such as budgeting techniques or debt reduction strategies etc., With experienced professionals at hand who use disciplined approaches based sound research principles when managing portfolios coupled with transparency & accountability measures taken seriously throughout every step along way - there really isn't much else one could ask from this top-tier provider!

Envestpro Financial Services

Envestpro Financial Services

3.8