WFG Insurance and Securities Agency - Grande Prairie, Alberta

WFG Assurance et Agence de Services Financiers

Adresse : 9914 109 Ave suite 201, Grande Prairie, AB T8V 1R6, Canada.

Téléphone : 5874051879.

Spécialités : Agence d'assurance.

Autres données d'intérêt : Entrée accessible en fauteuil roulant, Parking accessible en fauteuil roulant.

Avis : Cette entreprise a 10 avis sur Google My Business.

Avis moyen : 5/5.

À propos de WFG Assurance et Agence de Services Financiers

WFG Assurance et Agence de Services Financiers est une agence d'assurance et de services financiers située à Grande Prairie, dans l'Alberta, au Canada. L'agence, dont le siège se trouve au 9914 109 Ave, suite 201, propose une gamme complète de services d'assurance et de conseils financiers.

Caractéristiques et services :

• Services d'assurance individuelle et collective
• Planification financière
• Conseils en gestion de patrimoine
• Produits d'épargne-retraite

Accessibilité : L'agence est accessible aux personnes en fauteuil roulant, tanto l'entrée que le stationnement sont adaptés.

Engagement client : Le personnel de l'agence est connu pour sa compétence et son engagement envers ses clients. Les avis en ligne témoignent d'une prestation de service exceptionnelle et d'une compréhension approfondie des besoins financiers des clients.

Exemple d'avis : Stefan et Angela sont des professionnels financiers incroyables Ils sont si attentifs et prennent le temps de comprendre les besoins de leurs clients. Je suis heureux de les recommander à quiconque souhaite mieux comprendre ses finances.

Localisation et contact : Situé dans la région de Grande Prairie en Alberta, l'agence est facilement accessible. Pour les renseignements supplémentaires, les clients peuvent communiquer avec l'agence par téléphone au 5874051879 ou par courriel.

👍 Avis de WFG Insurance and Securities Agency

Kimberley D.

5/5

Stefan and Angela are amazing financial professionals! They are so caring and take the time to understand clients needs. I am happy to recommend them to anyone who wants to gain an understanding into their finances.

Stefan P.

5/5

At the WFG insurance and securities agency we are a comprehensive service provider focused on delivering expert financial planning and life insurance solutions. Our goal is to help clients achieve financial stability and security through tailored financial strategies and robust life insurance coverage. We blend financial education with personalized insurance solutions to meet the diverse needs of individuals and families.
What We Offer:
1. Financial Planning Services:
* Budgeting and Savings: Assistance with creating effective budgets and savings plans to achieve financial goals.
* Investment Strategies: Guidance on investment options and portfolio management to build wealth and secure future financial growth.
* Retirement Planning: Strategies to ensure a comfortable and financially secure retirement, including retirement account management and pension planning.
* Debt Management: Solutions for managing and reducing debt, including strategies for consolidating and paying off liabilities.
2. Life Insurance Solutions:
* Term Life Insurance: Policies offering coverage for a specified term, providing financial protection for dependents in case of an untimely death.
* Whole Life Insurance: Permanent insurance that provides lifelong coverage and includes a savings component that accumulates cash value.
* Universal Life Insurance: Flexible coverage that allows adjustments in premiums and death benefits, with an investment savings component.
* Disability Insurance: Coverage that provides income protection in the event of a disability that prevents you from working.
3. Personalized Consultations:
* Financial Assessments: Comprehensive reviews of your financial situation to identify strengths, weaknesses, and opportunities for improvement.
* Insurance Needs Analysis: Evaluations to determine appropriate life insurance coverage based on individual and family needs.
4. Educational Workshops and Seminars:
* Financial Literacy Workshops: Interactive sessions on budgeting, investing, and financial planning.
* Insurance Awareness Seminars: Educational events focused on understanding different types of insurance and their benefits.
5. Online Tools and Resources:
* Interactive Calculators: Tools to estimate insurance needs, retirement savings goals, and investment returns.
* Resource Library: Access to articles, guides, and FAQs to support informed decision-making.
6. Corporate Solutions:
* Employee Benefits Programs: Customizable insurance and financial planning packages for businesses to offer comprehensive benefits to their employees.
At the Financial and Life Insurance Centre, we are dedicated to providing holistic financial and insurance solutions that cater to the unique needs of our clients, helping them build a secure financial future and protect their loved ones.

Zak C.

5/5

Jonah has been amazing. We have created insurance and investment profiles for my whole family. Nothing but great results with him!

Trinity W.

5/5

I only recommend Angela to my family, friends and even strangers. She actually cares about the person in front of her and doesn't treat you like a number. I love that she does the shopping around for me and only brings me quotes or comparisons for what I need. I don't have to worry about upsells and I never worry that she isn't thinking of my needs first and foremost! 10 🌟 out 5

Corbin G.

5/5

I’ve been working with Jonah for just over a year now and this guy brings such a professional and structured format to his business! I highly recommend to all my friends to sit down with Jonah!

Justin T.

5/5

This team is very helpful and knowledgeable. Highly recommend when it comes to getting your finances in the right direction. The easy family vibe and atmosphere is also awesome!

Austin

5/5

Jonah has been an amazing help with questions regarding finances and is easy to talk to and always willing to help!

Eric V.

5/5

Very helpful in exploring my financial possibilities. I would easily recommend Jonah to anyone looking for guidance.