Statera Financial Planners - Edmonton, Alberta

Statera Financial Planners: Un Conseiller Financier de Confiance

Situé à l'adresse prestigieuse de 210 - 13220 St Albert Trail NW, Edmonton, AB T5L 4W1, Canada, Statera Financial Planners se distingue comme un planificateur financier de premier choix. Avec un numéro de téléphone facile à atteindre au 587-855-6836 et une présence en ligne forte via leur site web staterafp.ca, cette entreprise offre des services financiers personnalisés adaptés aux besoins de chaque client.

Caractéristiques et Accès

Statera Financial Planners se démarque par ses engagements envers l'accessibilité et l'expérience client. L'entreprise offre des rendez-vous en ligne et des services sur place, garantissant un confort maximal pour ses clients. De plus, l'entrée est entièrement accessible en fauteuil roulant, et le parking le est également, ce qui rend l'accès facile pour tous. Les installations sont équipées de toilettes accessibles en fauteuil roulant, assurant une expérience inclusive pour tous.

Spécialités et Avis

Avec des spécialités en planification financière, Statera se concentre sur la création de plans financiers durables qui permettent à ses clients de réaliser leurs objectifs financiers. L'avis moyen laissé sur Google My Business est très positif, avec une moyenne de 5 sur 5. Les nombreux avis, notamment celui de quelqu'un qui a bénéficié des conseils de Greg pendant plus de 25 ans, témoignent de l'expertise et de la réactivité de l'équipe. Ils mettent en avant une guidance éducative qui a permis à plusieurs clients de retraiter confortablement et même en avance sur les plans initiaux.

Recommandation Finale

Si vous recherchez un planificateur financier compétent et engagé envers la satisfaction de ses clients, Statera Financial Planners est sans doute la bonne option pour vous. Que vous cherchiez à planifier votre retraite, à gérer vos investissements ou simplement à obtenir des conseils financiers personnalisés, cette entreprise offre une gamme complète de services. Pour une expérience optimale, nous vous recommandons vivement de prendre rendez-vous via leur page web staterafp.ca. N'attendez plus pour construire une future financière sereine et prospère avec des professionnels de confiance.

👍 Avis de Statera Financial Planners

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