about o'farrell financial

Testimonials

Hello Keeley,
I was looking at the recent copy of Snapd and saw a photo of you receiving your award! Congratulations and well deserved! It is never easy balancing a career and a family though you always seem to be calm cool and collected – on the outside at least! You are a terrific role model for your kids. And a further congratulations to your company for their recent award as top notch business! I must agree that you run an efficient and successful business and I am very happy to be a customer.

Heather Howard

It has been a wonderful experience for us to have O'Farrell Financial Services Inc. manage our investment portfolio. The expertise and wealth of knowledge that Mr. Dermid O'Farrell has on income earning insurance policies and the tax saving implications on them has been amazing. We have utmost respect for Mr. O'Farrell and his company. He has proven himself to us by dedicating countless hours studying our financial portfolios and meeting with us to discuss the best ways possible to secure our financial futures. It was with great confidence that we committed our investment portfolios and life savings to be managed by O'Farrell Financial Services Inc. Everyone in this company truly demonstrates professionalism at its best! Knowledge is empowerment, and the service has truly given us the confidence in achieving the financial goals set forth for our family to achieve. Having a keen, knowledgeable, forthright and honest businessman working for us and showing us that his company has a vested interest in our family is most assuring.

Marie and Ian MacNaughton, Martintown, ON

We are pleased with the results of our association with O'Farrell Financial Services Inc. When our handicapped son neared the age of majority, it became important to us to make arrangements now that would protect his future security when we were no longer able to care for his needs. We found the advisors at O'Farrell Financial thorough, friendly, well-informed, willing to listen and hard-working. We feel that we have achieved a package that is right for us with sustainable benefits for our son.

John and Fran Brauneisen, Kemptville, ON

When my husband passed away I had just retired. The need to find reliable financial guidance was extremely important. O'Farrell Financial Services Inc. and their staff, not only treated me like family, but provided the financial assistance I could trust!

Donna Webb, Ingleside, ON

I first met Richard Lewis approximately 2 years ago, when my wife and I had been retired for 8 years. At that time, I wanted to reaffirm that the steps I had personally taken in my investment portfolio would be appropriate for our advanced years.

Richard has met with us several times to discuss these matters and he has proven to us that he has a vested interest in our future. His advice on tax saving implications has been quite helpful as well as other matters of financial guidance and assistance. We were pleasantly surprised in his "no hard pressure" sales approach often used by some investment representatives. Richard was able to bring me peace of mind in how I had been dealing with my investments and to point me in the right direction in other aspects that I may have been missing in my portfolio. He impressed me with his honesty and dedication in caring for our requirements.

John Cowden, Kemptville, ON

As new clients of O`Farrell Financial Services, we are very impressed and pleased with their services. The comprehensive financial advice and personalized services they provide is next to none. Thanks to their innovative planning tools, we are confident that our immediate and future financial objectives will be met.

Marguerite and Yvan Clermont, Ottawa

We have been very happy with the services we have received since we have moved to O'Farrell Financial. Everyone that we have worked with has been very patient & clear in answering all our concerns & questions & we really appreciated this. We have also recouped all the monies we had lost with our previous advisers. This ,too , makes us very happy. Moving to your financial business was definitely a great move for us.

Sincerely, Rene and Noreen Richer

Anything and everything that takes place in business, Keeley has fine tuned for me. It has come to the point, that I do not make a financial business decision without consulting with her first. The best thing that could ever happen to a person is if Keeley takes you on as a client.

Dieter Hardke D.C.

Geoff's handling of our insurance requirements was focused, attentive and upfront. Geoff's sincere desire to be of service at every stage of the process was evident. Patient, knowledgeable and honest, Geoff's approach inspired trust built on the consistent exchange of information - always respectful and always professional. We are in safe hands with Geoff Carter and O'Farrell Financial.

Lissa Constantine, BirdDog Design

On behalf of the Board of Directors and Staff of the Beth Donovan Hospice, I would like to express my heartfelt thanks for the use of your beautiful boardroom for the duration of time which you afforded us this luxury. We enjoyed all of the "comforts of home" in your beautiful building. My heartfelt thanks for the work you do in our community, you exemplify the true meaning of community from the staff you employ to your philanthropy. Wishing you continued success in your endeavours.

Dawn C.L. Rodger, Executive Director of Beth Donovan Hospice

Hi Dermid and Donna Lee,
Thank you for lunch today at Shoeless Joe's. Thank you mostly for guiding us in our financial affairs. You have our confidence and trust. It makes things simple and allows us to enjoy the financial freedom that we've worked so hard to attain.

Rob & Pat

Dermid, I wanted to quickly touch base and say how much of a pleasure it was meeting with you today. I found your level of care for your clients to be remarkable, but more so, I found your enthusiasm and energy to be contagious. As you know, the partners at our firm and I enjoy the commitment that we make to serving our particular community and it's so great to see the commitment and investment that you’ve made in this area as well.  After spending some time with you, I can truly understand why you’ve been so successful in your practice and I can see by your level of commitment to your business and your clients that anyone who comes to you will be in great hands.

Benjamin Mann, CPA, CA - Senior Manager, Collins Barrow WCM LLP, Chartered Accountants

Brockville

56 King Street East
Brockville, ON
K6V 1B1

613.865.8080

Cornwall

108 Second Street East, Unit 103
Cornwall, ON
K6H 0C9

613.935.6254

Kemptville

292 County Road 44
Kemptville, ON
K0G 1J0

613.258.1997

Winchester

510 St. Lawrence Street, P.O. Box 518
Winchester, ON
K0C 2K0

613.774.2456