Morgans Financial Limited - Chalk Capital - Toowoomba City, Queensland

Morgans Financial Limited - Chalk Capital: A Comprehensive Overview

Address: 142 Campbell St, Toowoomba City QLD 4350, Australia

Phone: 746391277

Website: morgans.com.au

Specialties:

• Financial planner
• Stock broker

Other Points of Interest:

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Restroom

Opinions and Reviews:

This company has received 29 reviews on Google My Business, with an impressive average rating of 4.9/5. Customers praise the knowledgeable and approachable staff, particularly mentioning Ryan from the Toowoomba office, who has been assisting clients with their Super and finances for over a decade. The team at Morgans Financial Limited - Chalk Capital is known for their expertise, availability, and commitment to customer satisfaction. Clients appreciate the personalized attention and the ease of communication, which has led to numerous referrals from satisfied customers.

Recommendation:

For those seeking a reliable and professional financial planning and stock brokerage service in Toowoomba, Morgans Financial Limited - Chalk Capital is an excellent choice. With their exceptional reputation, comprehensive range of services, and commitment to customer care, this financial institution stands out in the industry. We highly recommend visiting their website to learn more about their services and to get in touch with their team. Experience the difference of a dedicated and knowledgeable team of financial experts who are committed to helping you achieve your financial goals.

👍 Reviews of Morgans Financial Limited - Chalk Capital

Barbara K.

5/5

Ryan from the Toowoomba office has been helping me with my Super and finances for the past 10yrs. I’m extremely happy with what Ryan has done for me over that time. I have recommended him to friends and family. He’s very easy to talk to and always answers any of my questions and available if I have any concerns.

Mia P.

5/5

For anyone who wants excellent financial advice from someone who takes the time to fully explain in an inclusive easy to understand way, Boh is your man. He is truly passionate about managing our finances in a highly trustworthy way. Nothing is too much trouble and we’ve been very successful simply by taking his advice.

Amy F.

5/5

I have been working with Boh for the past 2 years and I couldn't be more impressed with the level of service and expertise he provides. From the very first meeting, Boh took the time to understand my financial goals and tailored a strategy to suit my situation. What I appreciate most is the sense of trust and transparency Boh has cultivated and I highly recommend his services.

Chris

5/5

I’ve been working with Boh for over 10 years, and I couldn’t be happier with the service he provides. Boh consistently goes above and beyond, showing genuine care for how our investments are performing. His advice has always been thoughtful, clear, and tailored to our needs. Highly recommend Boh to anyone looking for a reliable financial advisor.

C &. C. T.

5/5

We have had a long and contentious positive relationship with Morgans, Boh and support staff.
Boh has always displayed a very high degree of care in his interactions and support of our financial needs.
His availability for discussions, his advice and follow up actions have always been prompt, professional and in our interest.
We have a high level of respect and we appreciate his positive personal interactions.

Stan M.

5/5

We have had a very honest and fruitful relationship with Morgans and Boh. He understands our needs and we trust him to make the right decisions for us. He is very good at keeping us within the bounds of our investment strategy.

pandrthomas

5/5

I have had Boh help me manage my SMSF now since 2016. He has always been accessible and reliable. He provides informed and honest advice. He receives feedback in the spirit in which it is intended and works hard to develop a strong working partnership. I have had good returns on my SMSF and importantly I have daily clarity as to how it is performing so we can work together to optimise my returns. I like his straightforward communication style. I will stay with Boh because of his professionalism, strong ethics and strong returns on investment.

Peter H.

5/5

Five Stars for brilliant service from the team at Morgans Financial Services. It suits us to have them come to us and share a meal and discuss all our current and future investments all sitting on the back deck instead of us doing the long commute to Toowoomba.
Not only discussing financial planning but estate planning for the future.
Great people to deal with and would recommend them highly.