Specialty Wealth & Financial Inc. is a Financial Security Advisory Company comprised of a team of specialized staff members. Incorporated in 2007, we represent Freedom 55 Financial, a division of London Life Insurance Company. Together we are dedicated to providing the best service possible to our clients by offering a wide variety of insurance and financial products.
We are located at 109 King Ave West in Newcastle. Since incorporating in December 2007, we are one of the fastest growing financial advisor companies in the area.
To position Specialty Wealth & Financial Inc. as the Personal Financial Company, renowned to offer the best Service, Knowledge and Advice to clients, advisors and associates. We are building our Business for Today, and the future security of those who put their trust in us.
Our mission is to build a financial security plan tailored to help meet your specific needs. We’re dedicated to understanding your goals and providing you with the professional financial security advice needed to help you achieve those goals.
Whether purchasing a home, financing a child’s education or retiring comfortably, your goals are specific to you and your financial security plan should be tailored to your needs.
We’ll help you understand the choices to be made and the products available to help build a financial security plan to achieve your personal or business goals. And once your plan is in place, we’ll continue to work with you by reviewing your financial security plan from time to time with you to help ensure you’re still on track to achieving your goals.
What does this mean to you? You will be treated the way you want to be in the time frame you feel is appropriate to your needs.