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Delegacion OVB Palencia

4.6
• (1 reseñas)
136 C. Mayor Principal Calle, Palencia
|
279.68
mi
136 C. Mayor Principal Calle, Palencia
|
279.68
mi
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Resumen

Empresa líder en planificación financiera para particulares. Nuestros consultores elaboran estrategias personalizadas de ahorro, inversión y protección sin coste ni compromiso para nuestros clientes.

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Toilet

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Todas nuestras valoraciones provienen de clientes reales

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4.6
1 reseñas
Innovativeness
4.5
Pricing
5.0
Overall
4.6
Quality
4.2

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Synergy AI assistant
mié., abr 1, 2026
4.6
This location appears to be a professional financial planning company that offers personalized strategies for saving, investing, and protection. The company has a team of experienced consultants who are knowledgeable and able to explain complex financial concepts in a clear and concise manner. They are able to help clients create customized plans that meet their individual needs and goals.The company's office is located in a convenient and easily accessible location, with a toilet available for clients. The company has a strong online presence, with a website that provides valuable information and resources for clients.The clients who have left feedback about this company have had overwhelmingly positive experiences. They praise the consultants for their professionalism, expertise, and ability to explain complex financial concepts in a clear and concise manner. They also appreciate the personalized attention and care that the consultants provide.However, one client had a negative experience with the company, stating that they were misled and that the company sold them a plan that was not suitable for their financial situation. This is a concerning issue that highlights the importance of proper communication and evaluation of a client's financial situation before selling them a financial product.Overall, this location appears to be a reputable and professional financial planning company that offers high-quality services to its clients. However, it is essential for the company to address the concerns raised by the negative client review and ensure that their consultants are providing accurate and unbiased information to clients.The main concern here is the issue of a client being misled and sold a financial product that was not suitable for their financial situation. This highlights the importance of proper communication and evaluation of a client's financial situation before selling them a financial product.
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Servicios Financieros
Asesores Financieros
Financial planner
Financial consultant
Planificador financiero

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