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Financial Planning

Puzzuoli Wealth Management

66Good

10 Eugenie St E, Windsor, ON N8X 2X8, Canada

5.0(31 Google reviews)

Last updated September 2026

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Seniors-first serviceHighly rated (4.5+ on Google)

About

Sterling Mutuals Inc. is an independent dealer and investment firm headquartered in Windsor, Ontario, offering customized financial planning and insurance solutions through a network of independent financial advisors.

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Senior Care Path Summary

Sterling Mutuals helps clients build customized financial plans tailored to their needs, including retirement planning, investment strategy, tax minimization, and asset protection. Their advisors work to provide independent, unbiased advice to help clients reach their financial goals and achieve peace of mind about their investments.

The firm also offers life insurance services through Sterling Insurance Agency Limited to help clients ensure their finances are stable during health challenges and to prepare for the care years. Their advisors can collaborate with accountants and lawyers to implement estate planning and advanced financial strategies.

Editorial summary by Senior Care Path based on verified listing data, last reviewed September 2026.

Conditions & Needs Supported

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Services

Fees & Payment

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Who This Provider Is Best For

  • Clients planning for retirement
  • Families exploring investment and asset protection strategies
  • Seniors preparing for the care years
  • Clients seeking customized financial plans that include estate planning

Languages Supported

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Photo Gallery

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5.0

31 Google reviews

Summary of Google Reviews

Summarized by Senior Care Path from Puzzuoli Wealth Management's Google rating and recent reviews. Confirm specifics with the provider.

Puzzuoli Wealth Management holds an excellent 5.0-star rating across 31 Google reviews. Recent reviewers most often highlight caring, attentive staff and warm, welcoming community.

Most common praise

  • Caring, attentive staff
  • Warm, welcoming community
  • Responsive, helpful communication
ThemesStaff & careAtmosphereCommunication

Most recent reviews

  • Billy Panagiotopoulos

    Billy Panagiotopoulos

    9 months ago · via Google

    My wife and I recently switched over to Anthony and we have been very pleased with his professionalism, transparency, responsiveness, and advising capabilities. He takes time to get to know his clients, understand short and long-term goals, and puts everything into understandable context - a very hard to find trait in this field. All of the staff at his office are awesome as well and it's been a very welcomed changed. I cannot recommend Anthony Puzzuoli enough to anyone looking for a PFA in the Windsor area!

  • Jason Thompson

    Jason Thompson

    a year ago · via Google

    Professional and knowledgeable. I was anxious going in but he made it easy to talk. Definitely recommend. Since investing, my money is growing much faster than with the bank. I’m not comfortable with posting dollar amounts but I can say with RBC I had gained less than 100$ Canadian in 5 months. I’ve gained thousands with Anthony in a shorter time frame. Listen to him and you won’t regret it.

  • Z S

    Z S

    a year ago · via Google

    Anthony has been an absolute pleasure to work with. His dedication to the success of his clientele far surpassed my expectations. I highly recommend Anthony to all of my friends and family. He brings the perfect amount of education and experience to the table, and has helped me out immensely. If you are ready to get your financial life organized, and are seeking a trustworthy, compassionate, and highly skilled professional, please look no further.

Licenses & Registrations

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Verifying professional registration

There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.

Associations & Accreditations

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Location

10 Eugenie St E, Windsor, ON N8X 2X8, Canada

Also serves

  • Windsor, Ontario

Frequently Asked Questions

What services does Puzzuoli Wealth Management offer?

Puzzuoli Wealth Management is a financial planning provider in Windsor, Ontario. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.

How do I book an appointment with Puzzuoli Wealth Management?

Send a request through the form on this page with your name, email and phone. We pass it to Puzzuoli Wealth Management so they can reach you about a time that works, and a Senior Care Path advisor can help you compare financial planners in Windsor. It is free, with no pressure.

Is Puzzuoli Wealth Management verified by Senior Care Path?

This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.

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