First & Main Financial Services Inc : Kate Norris - Sun Life Financial - Airdrie, Alberta

👍 Avis 📌 Carte ℹ️ Informations ⏰ Horaires

Adresse: 120 2 Ave NE #202, Airdrie, AB T4B 2N2, Canada.
Téléphone: 5877754646.
Site web: advisor.sunlife.ca
Spécialités: Planificateur financier.
Autres données d'intérêt: Entrée accessible en fauteuil roulant, Parking accessible en fauteuil roulant, Toilettes accessibles en fauteuil roulant, Toilettes.
Avis : Cette entreprise a 20 avis sur Google My Business.
Avis moyen: 5/5.

📌 Emplacement de First & Main Financial Services Inc : Kate Norris - Sun Life Financial

☎️5877754646

⏰ Horaires d'ouverture de First & Main Financial Services Inc : Kate Norris - Sun Life Financial

Lundi: 09:00–18:00
Mardi: 09:00–18:00
Mercredi: 09:00–18:00
Jeudi: 09:00–18:00
Vendredi: 09:00–18:00
Samedi: Fermé
Dimanche: Fermé

First & Main Financial Services Inc : Kate Norris - Sun Life Financial

First & Main Financial Services Inc, situé au 120 2 Ave NE #202, Airdrie, AB T4B 2N2, Canada, est une entreprise spécialisée dans les services financiers, avec une attention particulière pour la planification financière.

Spécialités

En tant que planificateur financier, Kate Norris et son équipe offrent des solutions personnalisées pour aider les clients à atteindre leurs objectifs financiers. Grâce à leur expertise et leur engagement envers un service exceptionnel, les clients peuvent être assurés que leurs besoins seront satisfaits.

Accessibilité

L'emplacement de First & Main Financial Services Inc est accessible en fauteuil roulant, avec un parking et des toilettes adaptés, ce qui en fait un choix pratique et accueillant pour tous.

Excellent service client

Les clients de First & Main Financial Services Inc ont exprimé leur satisfaction envers l'équipe, en particulier en ce qui concerne le service client. Le professionnalisme, la patience et la volonté de trouver les meilleures solutions d'assurance pour chaque client sont des caractéristiques mises en avant dans les avis.

Processus fluide et transparent

La mise en place des polices d'assurance se déroule sans heurt et de manière transparente. Les explications claires et détaillées, ainsi qu'une attention particulière portée à ce que les clients comprennent tous les avantages de leurs plans, sont grandement appréciées.

Aller au-delà des attentes

First & Main Financial Services Inc et son équipe se démarquent en allant au-delà des attentes de leurs clients. En veillant à ce que les clients se sentent en sécurité et bien informés à propos de leur couverture d'assurance, ils établissent une relation de confiance et un niveau de satisfaction élevé.

👍 Avis de First & Main Financial Services Inc : Kate Norris - Sun Life Financial

First & Main Financial Services Inc : Kate Norris - Sun Life Financial - Airdrie, Alberta

Annie G

5/5

I recently had the pleasure of working with Kate and Scott at SunLife, and from the moment I contacted them, their customer service was outstanding. They were very knowledgeable, patient, and genuinely interested in finding the best insurance solutions for my needs.

The process of setting up my policies was smooth and efficient. They provided clear explanations and made sure I understood all the details and benefits of my plans. What impressed me the most was their willingness to go above and beyond to ensure I felt secure and well-informed about my insurance coverage.

Pete Y

5/5

Recently met with Kate and her team to discuss life insurance. They were very patient and took the time to answer my questions. In the end, I was able to make an informed decision on the coverage I needed.
I would highly recommend First & Main for their services!

Don Luu

5/5

Met Kate and her team. They have a variety of products (financial, investment, insurance) that can meet everyone's financial needs. They are very knowledgeable and will be able to answer any questions. Highly recommended.

Brett Foskett

5/5

First and Main has been a tremendous help to both my wife and me in managing our private health insurance for quite some time now. Additionally, she quickly and easily helped us set up our health spending account for our small business. We're truly grateful for the consistent availability of Kate and her team, always ready to address any questions we may have. If you’re wondering about private health insurance I highly recommend reaching out to First and Main.

Branden Bertin

5/5

“Kate has been my go-to insurance advisor since day 1 back in 2016. She has a high level of knowledge of the products , and takes the time to educate on all of the options available . Kate is reliable and professional and I can count on her to review the insurance plans as often as needed. Highly recommend working with her !”

Cody Harris

5/5

I needed to increase my life insurance policy, and of all the different advisors there are to work with, I don't think I could have gotten a better one. Kate and Genna have been great to work with, and went above and beyond to get the work done. Life insurance is the only product I needed, but I'm sure the same high quality of work applies to all products. I highly recommend going to Kate for any insurance or financial needs!

K h

5/5

My partner and I have been working with Kate for many years. She’s been a wealth of knowledge and always takes the time to explain our options. In the past we’ve found some advisors can be quite dismissive or generic but Kate’s sincere and attentive to her clients. We’ve recommended her time and time again to our friends!

Michael Pugh

5/5

Kate has been my financial advisor going on 5 years now. I have always found her to be knowledgable, professional, and very easy to communicate with. Through both mutual funds portfolio as well as insurance planning, definitely my go-to ! Even for travel insurance when I’m out of the country for work. Being in Airdrie is a huge perk!