Bird Moore Advisory Group of Raymond James Ltd.

Seniors and caregivers in Kelowna, British Columbia can turn to Bird Moore Advisory Group of Raymond James Ltd. for trusted Financial Planning services tailored to the unique needs of aging in place.

Their 5.0-star rating based on 10 reviews reflects a consistent track record of quality service.

Services in this area commonly cover pension optimization, tax planning for seniors, and investment management.

The financial side of aging often catches families off guard. Between home modifications, care costs, and changing tax situations, expert advice can save thousands and prevent painful surprises.

Contact Bird Moore Advisory Group of Raymond James Ltd. directly at (250) 979-2709, visit them online, or stop by their location at 1499 St Paul St Suite 1000, Kelowna, BC V1Y 6P1.

Every family’s situation is different. We encourage you to contact Bird Moore Advisory Group of Raymond James Ltd. directly to discuss how they can help with your specific needs.