Megan Skelly - IG Wealth Management - Lethbridge, Alberta

Adresse: 4079 4 Ave S suite 323, Lethbridge, AB T1J 4B5, Canada.
Téléphone: 4033282600.

Spécialités: Conseiller financier.
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: 4.6/5.

📌 Emplacement de Megan Skelly - IG Wealth Management

Megan Skelly - IG Wealth Management 4079 4 Ave S suite 323, Lethbridge, AB T1J 4B5, Canada

⏰ Horaires d'ouverture de Megan Skelly - IG Wealth Management

  • Lundi: 08:00–17:00
  • Mardi: 08:00–17:00
  • Mercredi: 08:00–17:00
  • Jeudi: 09:00–17:00
  • Vendredi: 08:00–17:00
  • Samedi: Fermé
  • Dimanche: Fermé

Megan Skelly es una consejera financiera altamente calificada y experimentada que trabaja para IG Wealth Management, una empresa líder en servicios financieros. Con sede en Lethbridge, Alberta, Canadá, IG Wealth Management proporciona soluciones financieras personalizadas a clientes de todo el país. Megan Skelly y su equipo trabajan arduamente para ayudar a sus clientes a alcanzar sus objetivos financieros a largo plazo, ofreciendo asesoramiento de inversión, planeación financiera y gestión de patrimonio.

Ubicada en una estratégica dirección en el corazón de Lethbridge, la oficina de Megan Skelly se encuentra en 4079 4 Ave S suite 323, Lethbridge, AB T1J 4B5, Canadá. La oficina está convenientemente ubicada cerca de lugares de estacionamiento y transporte público, lo que facilita el acceso para todos sus clientes. Además, es importante destacar que la entrada y estacionamiento están diseñados para ser accesibles en silla de ruedas, garantizando una accesibilidad total para personas con movilidad reducida.

Para contactar a Megan Skelly y su equipo de IG Wealth Management, se puede llamar al teléfono 403-328-2600 o visitar su página web, aunque en este caso no se proporciona un enlace específico. También está disponible en Instagram para aquellos interesados en seguir sus publicaciones y actualizaciones.

La especialidad de Megan Skelly y su equipo es la asesoría financiera, la cual abarca una amplia gama de servicios incluyendo planificación financiera, inversión, gestión de patrimonio y más. Sus clientes pueden confiar en la experiencia y dedicación de Megan Skelly para ayudarles a tomar decisiones informadas y bien fundamentadas en relación con sus finanzas personales.

Hasta la fecha, IG Wealth Management ha recibido un total de 10 reseñas en Google My Business, lo que demuestra el compromiso y la confianza que sus clientes depositan en la empresa. En promedio, la empresa ha recibido una calificación de 4.6 sobre 5, lo que habla de la alta satisfacción de sus clientes con los servicios y el asesoramiento financiero proporcionados por Megan Skelly y su equipo.

En resumen, Megan Skelly y su equipo en IG Wealth Management ofrecen una amplia gama de servicios financieros personalizados, y están comprometidos en ayudar a sus clientes a alcanzar sus metas financieras a largo plazo. La oficina de Lethbridge ofrece acceso fácil y una atención personalizada, y cuentan con una sólida trayectoria y excelente reputación en el ámbito financiero.

👍 Avis de Megan Skelly - IG Wealth Management

Megan Skelly - IG Wealth Management - Lethbridge, Alberta
Ashley F.
5/5

Megan is a pleasure to work with. She is patient, kind and very helpful in determining how she can help you meet your goals. I never felt rushed or that she was too busy to help out. She was flexible to our unique needs and is honest regarding options that are available. In the past I always felt that if I didn't have a certain amount to invest then I wasn't wanted. Megan understands that wealth is grown over time and some clients may be starting out but creating those relationships now is important. If you are looking for honest advice on investments or life insurance, you need to talk to Megan.

Megan Skelly - IG Wealth Management - Lethbridge, Alberta
Kate P.
5/5

Megan has been a dream to work with. Megan has the experience, knowledge, and interpersonal skills to be exactly what I need! Megan keeps me informed, helps me make decisions, and has changed my financial future significantly. As a busy professional and mom she meets me when I need and is easy to talk to, with no judgement or pressure. She keeps in touch, during Covid she has helped us make some great strategic choices. The best part is that I trust her and she saves me time, money, and energy.

Megan Skelly - IG Wealth Management - Lethbridge, Alberta
Patricia O.
5/5

Megan is a gem. She is kind, caring, professional and very knowledgeable. Her advice is honest and she easily tailored her suggestions to our unique circumstances. As someone not managing wealth so much as debt (and being somewhat embarrassed to share the details), she treated us with more respect than I expected. We look forward to meeting regularly with Megan in the future.

Megan Skelly - IG Wealth Management - Lethbridge, Alberta
N G.
5/5

When I talk to others about their experiences with their financial planners I just smile and say, well, you might want to consider talking to Megan. I feel well connected, respected and taken care of. I trust her and she delivers on the bottom line but she goes beyond that and discusses other pertinent topics that are important to the broader picture, all the while taking into account my personal objectives, personality and lifestyle.

Megan Skelly - IG Wealth Management - Lethbridge, Alberta
Kathy P.
5/5

I applaud Megan's knowledge, insight and commitment in advising myself as a client. I feel very secure in her thoroughness and the financial advice given, going forward into retirement. Her wealth of knowledge in this area and the time committed to our portfolio is most impressive! Thanks, Megan.

Megan Skelly - IG Wealth Management - Lethbridge, Alberta
Lorne G.
5/5

If you are looking any financial advise, life insurance, financial planning, Megan is the obvious choice to go with, so visit her or give her a call.

She'll take the overwhelming burden of financial options you have available to you, off your mind and clarifies which options are the best for you, which will put you at ease.
She is very considerate of your opinion and wouldn't pressure you into making any decisions.
She'll work with your schedule, so say if you can't leave the house for a meeting, because you're watching the kids, she'll stop by with that much needed coffee, even well past 5pm!

So if you need life insurance, need help figuring out your retirement plan, or how to start saving for that vacation with or away from the kids.

Give Megan a visit or give her a call.

Megan Skelly - IG Wealth Management - Lethbridge, Alberta
Bill S.
5/5

Megan does an excellent job of explaining the different options available for investing. She lays out an easy plan to follow to meet your retirement needs. She is very friendly and is an excellent listener.

Megan Skelly - IG Wealth Management - Lethbridge, Alberta
Lynette H.
5/5

Megan is great. She is very knowledgeable, informative, and conscientious of your particular situation. She built a plan specifically for me to reach my goals! Thanks Megan!

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