Statera Financial Planners - Edmonton, Alberta

Statera Financial Planners

Statera Financial Planners est une entreprise de planification financière située à Edmonton, dans l'Alberta, au Canada. Avec une expérience vaste et des services de qualité, Statera Financial Planners est le partenaire financier idéal pour vous aider à atteindre vos objectifs financiers.

Spécialisés en planification financière, Statera Financial Planners offre une variété de services pour répondre à vos besoins uniques. Les services comprennent des consultations financières, la planification de l'épargne, l'investissement et bien plus encore. Le personnel expérimenté de Statera Financial Planners est là pour vous accompagner chaque étape du chemin vers la réussite financière.

Les services de Statera Financial Planners sont accessibles en ligne et sur place pour la commodité de leurs clients. L'entreprise est également accessible aux personnes en fauteuil roulant, avec des places assises et des toilettes adaptées. Un parking accessible en fauteuil roulant est également disponible sur place.

Statera Financial Planners a reçu de nombreuses critiques positives, avec une moyenne de 5 étoiles sur 5 sur Google My Business. Les clients louent l'expertise, la gentillesse et l'efficacité du personnel, et recommandent vivement les services de Statera Financial Planners.

Adresse : 210 - 13220 St Albert Trail NW, Edmonton, AB T5L 4W1, Canada.

Téléphone : 5878556836.

Site web : staterafp.ca.

👍 Avis de Statera Financial Planners

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.

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.

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.

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.

Marc M.

5/5

The team at Statera Financial have met all of our financial needs with extreme professionalism and expert advice. Their expertise has assisted us in meeting all our financial goals.