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Sentry Group | Wealth Partners-Logo

Sentry Group | Wealth Partners

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Address:

Waterloo, California, United States, 95215

Short Description:

A brief description of the company and its unique selling points, as summarized by KeyCrew.

Sentry Group is a diversified financial services firm that provides a range of solutions for individuals, small businesses, and corporations, including wealth management, estate planning, tax and business services, and mortgage financing. With expertise across residential, commercial, and alternative lending, Sentry Group offers a holistic approach to helping clients achieve their financial goals.

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Property Types:

Lists the types of properties this service provider specializes in, such as residential, affordable housing, or senior housing.

  • Affordable Housing
  • Commercial
  • Data Center
  • HOA/COA
  • Hospitality
  • Industrial
  • Land
  • Life Sciences
  • Manufactured Housing
  • Medical Office
  • Mixed-Use
  • Multifamily
  • Office
  • Parking
  • Residential
  • Retail
  • Senior Housing
  • Senior Living
  • Specialty Properties
  • Storage
  • Student Housing
Specialities:

Highlights the companys main areas of expertise and the specific services they offer

  • Estate Planning
  • Portfolio Management
  • Tax Preparation
  • Succession Planning
  • Mortgage Brokerage
  • Bookkeeping Services
  • Corporate Consulting
  • Financial Reporting
Why Choose This Company:

KeyCrews recommendation on why this service provider may be the best fit for your needs.

This company is a splendid solution for individuals, small businesses, and corporations seeking comprehensive financial services. Sentry Group, with its diverse team of experienced professionals, provides a truly transparent and holistic approach to wealth management, estate planning, tax and business services, and mortgage solutions.Sentry Group specializes in multigenerational financial and estate planning, helping families preserve and grow their legacy through every stage of life. With a focus on protecting and investing, the company works alongside trusted investment managers to ensure clients' wealth is actively aligned with their goals.In addition, Sentry Group's tax and accounting professionals collaborate closely with clients' existing advisors to provide personalized strategies and cost-effective solutions. The company's mortgage division offers a range of options, including commercial mortgages, residential mortgages, and alternative lending, catering to diverse financial requirements in the real estate and business sectors.

Awards & Certifications:

  • CFP
  • FMA
  • CEA
  • CPA

People often ask...

What services does the company offer?

The company offers wealth management services including portfolio management, estate planning, and succession planning. They also provide capital advisory, tax and business services, and mortgage capital solutions.

What types of properties does the company work with?

The company works with commercial properties such as office buildings, retail spaces, and warehouses, as well as residential properties.

What geographic areas does the company serve?

The company serves areas from Guelph to Goderich, Ontario, including the Kitchener-Waterloo region.

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