Marissa Epp - Financial Advisor - Rosthern, Saskatchewan

Marissa Epp est une conseillère financière expérimentée basée à Rosthern, en Saskatchewan, au Canada. Avec une solide expérience dans le domaine financier, elle est connue pour sa capacité à écouter attentivement les besoins de ses clients et à les aider à atteindre leur objectif de santé financière. Son expertise en matière de conseils financiers est reconnue et elle est considérée comme une référence dans son domaine.

Spécialités et services

• Conseil financier

Informations pratiques

• Adresse: 122 1 Ave, Rosthern, SK S0K 3R0, Canada.
• Téléphone: 3063499070.
• Site web: eppfinancial.com.

Accessibilité et commodités

• Parking accessible en fauteuil roulant.
• Toilettes accessibles en fauteuil roulant.
• Toilettes.
• Rendez-vous recommandés.

Opinions et avis des clients

La entreprise de Marissa Epp a reçu 20 avis sur Google My Business, avec une moyenne de 5 sur 5. Les avis sont majoritairement positives et soulignent son écoute, sa connaissance du domaine et sa capacité à répondre aux besoins de ses clients. De nombreux clients ont également souligné la qualité de la relation qu'ils ont entretenu avec Marissa, qu'ils considèrent comme exceptionnelle.

👍 Avis de Marissa Epp - Financial Advisor

Erin W.

5/5

We’ve had the pleasure of working with Marissa for a number of years and cannot say enough about how easy she is to work with, how knowledgeable she is, and how she centres her clients needs and helps to get you focused on the key aspects of financial health and wellbeing. If you’re looking for an exceptional advisor, look no further than her.

Briar G.

5/5

I work in the U.S. and travel a lot internationally otherwise. Marissa has been amazing to work with for my travel insurance and has the best prices and policies I’ve seen. I love getting to do an annual plan and not have to worry about getting coverage for every trip - plus she always reminds me when the end of my current plan is coming due, and makes sure I’m always covered (because there is no chance I’d remember on my own!)

Jordyn S.

5/5

Marissa has been a huge help for our family! She has helped us through many stages of life including building a budget, starting a savings plan, purchasing life insurance policies and setting up RESP’s for each of our children. We are so grateful to have her in our corner!

Louise S.

5/5

Working with Marissa on our family's life insurance has been a wonderful experience. She is the most accommodating and was so helpful throughout the process. Highly recommend her to anyone looking for support with life insurance!

louella F.

5/5

We have worked with Marissa for a good number of years with our investments and life insurance policies! She is so efficient and easy to work with! We feel well advised AND cared for, with her professional manner and warm personality! Marissa is the best !!!

Tifarah M.

5/5

I recently met virtually with Marissa to discuss some investment options including an RESP. Marissa set me on the path that was best for my family and took the time to answer all of my questions and concerns. She is very knowledgeable, and I feel like my money is in great hands with Marissa!

Kathryn D.

5/5

Marissa is a no nonsense individual who takes her role in your life seriously. She is up to date on investments & has all the tools available to answer your questions.

Taylor V.

5/5

Outstanding service. Marissa was exceptional to work with when setting up a plan for my life insurance, it took less than 20 minutes! She was very straight to the point, extremely helpful, and no BS. She truly went above and beyond for me. I would highly recommend consulting in your financial decision making.