Serena Rohrer assumes the role of a financial advisor. With a dedicated approach, she collaborates closely with you to gain a comprehensive understanding of your distinct circumstances and aspirations. Leveraging this insight, Serena Rohrer guides you in making well-informed financial decisions. This encompasses strategies to cultivate savings, safeguard your assets against unforeseen circumstances, and establish a robust financial foundation for the times ahead. Serena Rohrer's mission revolves around supporting Canadians in attaining lifelong financial security, paralleled by improved overall well-being. A key facet of her practice involves crafting personalized, all-encompassing solutions that holistically address your health and financial stability throughout your life. By assessing your financial situation, she tailors a pragmatic strategy that aligns with your objectives, promoting a tangible path to achieving these aspirations.
UNIQUE FACTS:
• Personalized, Holistic Solution
• Online Appointments
• Onsite Services.
3 Best Financial Services in Red Deer, AB
Expert recommended Top 3 Financial Services in Red Deer, Alberta. All of our Financial Advisors actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence.
SERENA ROHRER - SUN LIFE REVIEWS
Hi,I had the delightful pleasure of meeting with Serena and I knew immediately that I wanted to become a client of hers. From the first email to introduce myself to the face to face meeting I was so relaxed and knew that I made the right decision. Serena is extremely friendly and courteous and answered all of my questions and doubts. Her knowledge of what she felt was in my best interest blew me away. She is fantastic at her position and I would recommend her to anyone that is looking for guidance. I came away from my appointment actually smiling and knowing that I was and will be taken care of to the utmost degree. Thank you.
Serena is a wonderful person to deal with. Both in business and as a human. On top of her busy work schedule she finds time to support animal rescue. Both with donations and volunteering. Truly a great person. Highly recommend her to anyone.
It’s very nice to meet Serena today. She is amazing and make me feel comfortable and explain everything so clear. If you looking for the life insurance I absolutely recommend Serena Rohrer she did an amazing job and she’ll get back to you ASAP through the email and phone or text!!! Thank you Serena you are so professional . Thank you foe getting don’t for me so quickly.
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IG Wealth Management holds a prominent position, ranked among the top financial service enterprises in Red Deer. Leading the helm as the regional vice president is Dave Nuth. The firm boasts a specialization in extending expert financial planning and advisory services, recognizing the intricate interplay between various financial facets. This interconnectedness emphasizes how decisions in one area can influence opportunities or challenges in another. Through a personalized and comprehensive approach, IG Wealth Management underscores the importance of understanding these intricacies. This approach is designed to empower individuals with a heightened sense of visibility and control over their financial matters. The firm's dedication to providing transparent and effective financial guidance ensures clients receive tailored solutions that are aligned with their specific needs and circumstances.
UNIQUE FACTS:
• Online Appointments
• Onsite Services
• Certified Staffs.
Specialty:
Contact:
Working Hours:
Fri: 8:30am - 3pm
Sat & Sun: Closed
TBR® Inspection Report:
IG WEALTH MANAGEMENT REVIEWS
Having begun an intership at Investors Group in January, I have nothing but good to say about the organization. I could go on at length, but I will keep this brief. As an intern, I have been welcomed into the organization, and included in various aspects and team building activities within the company. They are very goal orriented as an organization, and as such, there is little if any present office politics. Everyone is there to achieve something, and will work together as needed no reach the best results for the organization, and for each member of the teams.
We have dealt with them for two mortgages so far and the rates received and support from the staff was excellent. In addition, we have had good experiences with our investments with them and have RRSPs, an RESP, and non-registered investments with them.
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Integrated Financial Services Inc. comprises a dedicated team of investment experts who excel in insurance and asset management. With a robust track record spanning two decades, the firm has been catering to clients' financial needs for over 20 years. Leading the way is Glen Pangle, serving as the President and Life Insurance Advisor at Integrated Financial Services Inc. His role involves providing you with financial security through a diverse array of financial products and services customized to your precise requirements. The firm distinguishes itself through its commitment to offering sound and transparent financial advice, a commitment that is deeply rooted in education, knowledge, and hands-on experience. A comprehensive suite of financial tools and resources is at your disposal, effectively making Integrated Financial Services Inc. your singular destination for holistic financial support. Committed to client satisfaction, Integrated Financial Services Inc. extends complimentary consultations to ensure their offerings are seamlessly aligned with your financial aspirations.
UNIQUE FACTS:
• 100+ Years of Combined Experience
• Trust, Reliability, Empathy, Prudence, and Innovation
• Online Appointments
• Onsite Services.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
INTEGRATED FINANCIAL SERVICES INC. REVIEWS
I switched to Integrated because I never received information from the banks and even when I would ask, it was not forthcoming. Integrated Financial has always made a point of informing me of what is going on with my investments and the market. They are very easy to work with and extremely knowledgeable. I highly recommend them.
Integrated Financial has always made a point of informing me of what is going on with my investments and the market. They are very easy to work with and extremely knowledgeable. I highly recommend them.
Can't say enough good things about Bill McTaggart - my husband and I would not be ready for retirement without his help! We really appreciate his knowledge, expertise and how great he is to deal with! His team is awesome as well - 5-star customer service always! ????
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