HELPING YOU GET THERE OUR SERVICES FIND AN ADVISOR
Our Purpose
At Boulay, we empower individuals, businesses, and organizations to achieve financial clarity, navigate financial challenges, and realize their goals. With a deep understanding of diverse needs, our team of experienced professionals provides personalized solutions through tailored strategies and proactive guidance.
Our Expertise
Our comprehensive services span across various areas to address the full spectrum of your financial concerns.
Accounting & Advisory
- Accounting Clarity: Transparently presented financial information for informed decision-making.
- Assurance: Ensure accuracy and compliance through rigorous audits and assessments.
Business Solutions
- Strategic Consulting: Optimizing operations and maximizing profitability.
- Business Succession: Planning for ownership transitions and continuity.
- Business Valuation: Precise assessments for acquisitions, mergers, or financing.
Personal & Retirement Planning
- Retirement Planning: Comprehensive strategies to accumulate and preserve wealth.
- Employee Retirement Plans: Consulting and administration for optimal plan design and performance.
- Estate & Trust Planning: Protecting assets and ensuring legacy.
Wealth Management & Investment Services
- Investment Management: Customized portfolio strategies for growth, preservation, and income generation.
- Tax Optimization: Leverage our expertise for efficient tax planning and compliance.
Client-Centric Approach
We prioritize open communication, collaboration, and transparency throughout the process. Our dedicated professionals take the time to understand your unique goals, concerns, and circumstances. We design customized solutions, keep you updated regularly, and adapt our strategies as your needs evolve.
Experience & Expertise
With over 80 years of combined experience, our team possesses deep knowledge across industries, complexities, and financial situations. We are trusted advisors to individuals, businesses, and public organizations, helping them navigate a rapidly changing financial landscape.
Our Commitment
At Boulay, we are committed to:
- Delivering unparalleled client service and building lasting relationships.
- Providing solutions that drive tangible outcomes.
- Empowering you with clear information and guidance.
- Staying at the forefront of industry trends and regulations.
Poor Customer Service and User-Friendliness
The website of Boulay holds little to no information for account holders, which made it difficult for customers to find what they need. The customer service team is also unresponsive, with no phone number to contact and no clear way to get help. The reviewer had to call multiple times and leave several voicemails, but received no callback. Despite this, the receptionist was unable to assist the reviewer in getting in touch with someone who could help. The reviewer noted that even the person who did answer the phone refused to call them back.
Limited Information and Unhelpful Staff
The website does not provide the necessary documentation for account holders to access the information they need. This can cause frustration and waste of time for the customer. The staff is also unresponsive and unhelpful, which can worsen the situation. The lack of information and poor customer service can lead to a negative experience for the user.
Negative Experience
The experience described by the reviewer highlights the poor customer service and user-friendliness of the website. The lack of information and unhelpful staff can lead to a negative experience for the user.
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