Statera Financial Planners - Edmonton, Alberta

👍 Avis 📌 Carte ℹ️ Informations ⏰ Horaires

Adresse: 210 - 13220 St Albert Trail NW, Edmonton, AB T5L 4W1, Canada.
Téléphone: 5878556836.
Site web: staterafp.ca
Spécialités: Planificateur financier.
Autres données d'intérêt: Rendez-vous en ligne, Services sur place, Entrée accessible en fauteuil roulant, Parking accessible en fauteuil roulant, Places assises accessibles en fauteuil roulant, Toilettes accessibles en fauteuil roulant, Toilettes.
Avis : Cette entreprise a 15 avis sur Google My Business.
Avis moyen: 5/5.

📌 Emplacement de Statera Financial Planners

☎️5878556836

⏰ Horaires d'ouverture de Statera Financial Planners

Lundi: 08:00–16:00
Mardi: 08:00–16:00
Mercredi: 08:00–16:00
Jeudi: 08:00–16:00
Vendredi: 08:00–16:00
Samedi: Fermé
Dimanche: Fermé

Conseil financier Statera Financial Planners

La société Statera Financial Planners, située à Edmonton, au Canada, est une entreprise de conseil financier réputée pour fournir des services de planification financière de haute qualité. L'équipe de conseillers financiers de Statera se distingue par leur expertise et leur dévouement en faveur de leurs clients.

Informations de contact

Adresse : 210 - 13220 St Albert Trail NW, Edmonton, AB T5L 4W1, Canada

Téléphone : 5878556836

Site web : staterafp.ca

Caractéristiques et spécialités

Spécialités : Planificateur financier

Autres services : Rendez-vous en ligne, Services sur place

Accèsibilité : Entrée accessible en fauteuil roulant, Parking accessible en fauteuil roulant, Places assises accessibles en fauteuil roulant, Toilettes accessibles en fauteuil roulant, Toilettes

Avis et opinion

Statera Financial Planners a garneré un excellent réputation en ligne, avec 15 avis sur Google My Business et une moyenne de 5/5. Les clients apprécient l'expertise et la disponibilité des conseillers financiers, qui sont toujours à jour sur les tendances du marché. Les clients satisfaits soulignent souvent la capacité de Statera à aider leurs clients à atteindre leurs objectifs financiers, comme la retraite anticipée, grâce à la direction et la guida experte de Greg et de son équipe.

Expérience client

Greg, un des conseillers financiers de Statera, a été la référence pour les clients pendant plus de 25 ans. Ses clients apprécient son expertise et son engagement, qui leur permet de prendre des décisions éclairées sur leurs finances. Grâce à la direction et la guida de Statera, plusieurs clients ont réussi à atteindre leur retraite à un âge avancé, grâce à la planification financière soignée et à la gestion de leurs actifs.

Récommandation

Si vous cherchez un conseiller financier dévoué et expert pour vous aider à atteindre vos objectifs financiers, Statera Financial Planners est une excellente option à considérer. Visitez leur site web pour en savoir plus sur leurs services et leur équipe de conseillers financiers. Contactez-les sans hésitation pour discuter de vos besoins financiers et découvrir comment Statera peut vous aider à atteindre la réussite financière.

Donnez une chance à Statera Financial Planners pour vous aider à atteindre la sécurité financière et à vivre une retraite confortable. Visitez leur site web et contactez-les aujourd'hui pour commencer le processus de planification financière.

👍 Avis de Statera Financial Planners

Statera Financial Planners - Edmonton, Alberta

Sixty-six B.

5/5

I have dealt with Greg at Statera for more than 25 years. He has been great to have as my financial advisor. He is always current on what is happening with the markets and will take the time to educate his clients. I have had some great experiences with Greg and with his direction and guidance was able to retire 6 years ahead of originally planned. the admin group have always been helpful and thorough.
To he succinct, Greg is the reason both my wife and I retired early, comfortably and are able to enjoy a relaxed and stress free retirement. Cant beat that.

Maureen S.

5/5

The staff at Statera are extremely knowledgeable, friendly and efficient. Greg has never let me down with his expertise and advice. Courtney is extremely knowledgeable, helpful and walks me through everything. She answers my questions clearly and precisely and at my level of understanding. If you want to feel confident about your investments and your future, I highly recommend Greg and Courtney.

Barrie H.

5/5

Hard to believe I first became a client of Greg and Rita 30 years ago! Greg’s investment knowledge is second to none, and Rita is always responsive to any inquiries or needs I have. Now, with the addition of Courtney, I know that I have a fully rounded team to help lead me into my retirement phase. I trust this team implicitly. So much so, that my daughter is also a client.

James G.

5/5

Greg, Courtney and the rest of the team at Statera have been fantastic! We have received extremely detailed feedback, sound advice, and stout professionalism. The financial planning and investment management has more than exceeded our expectations. We truly appreciate everything they’ve done for us!

Sharon S.

5/5

I have been a client for a great number of years and have always been pleased. I havent always been happy with the market but always with how Greg has planned for it and gotten me through it. When covid and retirement came I was concerned and had a lot of questions. I have never had to wait long to get my questions answered and have always felt heard. Greg, Rita and Courtney have said “they work for me” but it goes past that. It feels like a friendship, they have my back, I feel comforted in knowing Im going to be ok and its because of this amazing team. They really care and it shows. Im so grateful and recommend Statera highly

Rick C.

5/5

We have been With Greg and Rita for over 20 years and successfully together reach our retirement goals. Statera Financial Planners have added Courtney and Darlene who are very capable, professional and the future of this company.

Janine S.

5/5

I've worked with Greg, Courtney and Rita for many years and trust their advice. I highly recommend Statera to anyone looking for financial planners who put their clients' interests first by listening closely, developing a well-considered plan and discussing it fully to ensure it's the right strategy.

Reg B.

5/5

We have had Greg and latterly Courtney as our trusted financial advisors since we came to Alberta from the UK about 15 years ago. They take care to keep abreast of current financial developments and economic trends so that they can provide personal advice on your financial strategy based on your circumstances and appetite for risk. I strongly recommend using Statera as your financial advisors