Advisorly is here to help you and your clients. We are your one-stop shop for immediate answers, convenience, and claims. Advisorly’s interdisciplinary group of professionals is ready to handle the critical needs of your clients and employees. You have immediate access, 24 hours a day, to our coordinated departments that include nursing, funeral, legal, and taxation. In addition, our insurance claims and finance departments will help deliver your services and products more effectively providing manageable payment solutions. All of this is one call away. Service on the spot, convenience, and savings. For those wanting even more support, our wholesale team offers a specialized insurance solution to fill the gaps created by traditional insurance and employee benefit plans.
| Website | http://www.advisorly.ca |
| Employees | 12 (11 on RocketReach) |
| Founded | 2019 |
| Address | 20621 Logan Ave, Suite 102, Langley, British Columbia V3A 7R3, CA |
| Technologies |
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| Industry | Consumer Services |
| Keywords | Financial Advice, Client Services, Wealth Management, Customer Support, Insurance Claims, Financial Planning, Investment Advice, One Stop Shop, Expert Assistance, Claims Assistance, Retirement Planning, Insurance Solutions, Convenience Services, Professional Services, Employee Benefits, Risk Management, Interdisciplinary Team, Tax Planning, Estate Planning |
| Competitors | Scotiabank, Vanguard, BMO, CIBC, TD, Wealthsimple, Questrade Financial Group, Betterment, Robo Advisor™, RBC Capital Partners +37 more (view full list) |
Looking for a particular Advisorly employee's phone or email?
Jeremy May is the CEO of Advisorly.
11 people are employed at Advisorly.
Advisorly is based in Langley, British Columbia.