3 Best Financial Services in Red Deer, AB

"Serena Rohrer is a financial advisor at Sun Life who will work closely with you to fully understand your situation and goals. Based on your needs, she helps you make informed financial choices to build your savings, protect what you save against unexpected events, and prepare financially for the future. You can rest assured knowing you’re in capable hands when working with her. She works hard to meet your needs and help you build a personalized, holistic solution that will help you achieve lifetime health and financial well-being. Sun Life continues building that trust through their unwavering commitment to clients. They are dedicated to helping their clients achieve lifetime financial security and live healthier, brighter lives. You can contact her to book an appointment. Whether you’re just starting, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short- and long-term goals.

"Kevin Stevens holds the Certified Financial Planner Designation (CFP®), which is the only internationally recognized financial planning designation. As a distinguished Wealth Advisor, he brings extensive experience, knowledge, and education in wealth management to the table. He provides personalized and holistic financial solutions to my clients, tailored to their unique needs and goals. Kevin also holds the Fellow of the Canadian Securities Institute designation (FCSI®). With a deep understanding of the financial landscape and a commitment to putting his clients’ interests first, he strives to build long-term relationships based on trust, transparency, and exceptional service. You can contact him today to schedule a consultation and take the first step towards a brighter financial future.