Sun Life- Blackfalds - Blackfalds, Alberta

Sun Life - Blackfalds est une agence de conseil financier située à Adresse : 5009 Parkwood Rd, Blackfalds, AB T0M 0J0, Canada. Cette institution financière offre une gamme de services, dont les polices d'assurance-vie, qui sont illustrés par l'excellente expérience partagée par un de ses clients.

Caractéristiques et Informations de Contact

L'agence dispose d'un numéro de téléphone accessible : 4036000300. Vous pouvez également visiter leur site web à l'adresse suivante : sunlife.ca. Les clients apprécient particulièrement les services en ligne, les conseils en personne et l'accessibilité de l'agence, qui est conçue pour être accessible aux personnes en fauteuil roulant.

Opinions et Médias

Les clients donnent à Sun Life - Blackfalds un avis moyen impressionnant de 5/5 sur Google My Business, basé sur 31 avis. Plusieurs témoignages soulignent l'excellence des services offerts par Serena Rohrer, le consultant financier en question. Un client mentionne notamment : "We had a great experience with Serena. She thoroughly explained the options to us about life insurance for my husband. She went step by step over the requirements we needed and worked within our budget to ensure our family would be taken care of in case of his passing."

Malgré les recommandations positives, il est toujours utile de noter que les services peuvent varier et qu'il est toujours recommandé de contacter directement l'agence pour discuter de vos besoins spécifiques.

Localisation et Facilités

Sun Life - Blackfalds se trouve à une adresse très accessible avec des parkings adaptés aux personnes en fauteuil roulant et des toilettes accessibles. Ces aménagements démontrent l'engagement de l'entreprise envers la inclusivité.

👍 Avis de Sun Life- Blackfalds

FABULOUS O. F. C. W. E. B. T.

5/5

We had a great experience with Serena. She thoroughly explained the options to us about life insurance for my husband. She went step by step over the requirements we needed and worked within our budget to make sure our family would be taken care of if my husband passed away. Not once did I feel like we were being up sold or given products we didn't need or couldn't afford. Serena was very knowledgeable anf pleasant. We have numerous policies through this office and definitely highly recommend Serena and her team to everyone.

Abra A.

5/5

My husband and I are so grateful and lucky enough to have Serena in our lives not only as a financial advisor with life insurance, but now as a friend also. We have called on Serena for financial advice, document changes and quotes and her response is always immediate, consistent, friendly and professional. Serena puts her whole heart into her career and is extremely genuine. We feel safe and at ease knowing she has our best interests in mind. Thank you Serena for helping us navigate our future and ensuring we are comfortable with our plans.

Lisa W.

5/5

I was referred to Serena for investments so I gave her a call and left a message. She called me back while she was on holidays to set up an appointment upon her return. As someone who doesn't know the first thing about investments speaking with Serena allayed my doubts. She was patient and walked me through the process and answered the many questions I had. Jeff was also very helpful in having candid conversation about life insurance for my family. I will definitely be going back to speak to him. Both were superb and reassuring without any feeling of being pressured.

Jennifer M.

5/5

We used Serena at Sunlife Financial when we set up our life insurance for our mortgage. Serena explained the process throughly and when we were finished I felt well informed on all the processes. I would recommend Serena to anyone and will defiantly use in the future for any of my personal financial insurance needs.

Sheldon's W.

5/5

Serena is very knowledgeable, patient, understanding and she truly has a passion and enjoys helping others set, and understand ones needs and goals. We are so very pleased for our newfound business relationship with her and her team! If you haven’t learned anything about getting set up to secure yourself a great future, we strongly suggest having a chat with Serena! You won’t regret that decision.
Sheldon & Angela

Dan T.

5/5

Serena is great! As this was our first time getting life insurance we had no idea what to expect or to ask. She guided us every step of the way, gave us tons of useful information and answered all of our questions. We also brought in our 2 young boys and she gave them things to colour with and even had them enjoying the experience. I cant recommend her enough. Thanks Serena and crew at Blackfalds Sunlife!

Sheila T.

5/5

My advisor is extremely knowledgeable, and was able to answer all my questions with accuracy. She makes me feel like I am an important client to her and treats me with the utmost respect.I am very satisfied with her advise and what she has done for me. Her office staff, Shanaya, made me feel very welcome, and were also able to answer most of my questions over the phone a few times without having to book an appointment. Very happy with Serena overall,and will see her for all my financial needs.

Ryan T.

5/5

The front staff was very nice and respectful. Serena was great. She helped me make informed decisions about where to invest with my RRSP.
I also have a TFSA, Critical illness insurance and life insurance with Serena. I couldn't be happier with Serena looking after my money.