Here's The Rundown: Serena Rohrer is a financial advisor at Sun Life Financial in Red Deer. She will work closely with you to fully understand your situation and goals. Based on your needs, she will help 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 Financial 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. Contact her to book an appointment.
3 Best Financial Services in Red Deer, AB
Expert recommended Top 3 Financial Services in Red Deer, Alberta. All of our Financial Advisors actually undergo a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!
TOP 3 SERENA ROHRER - SUN LIFE REVIEWS
Serena was a very good choice for us to plan our future in regards to the insurances. She was thorough and explained the products in great depth. She was very accommodating and helped us make a decision with open options to change or increase the services. I would definitely recommend my friends and anyone reading this review to ask for Serena Rohrer at Sunlife in Red Deer. We feel safe and content about our future.
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.
We met Serena and immediately ,she showed us great knowledge and interest , making us feel real positive and secure working with her . She explained every step with great patience and provided us with many options sharing her experience! . We definitively recommend her.
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These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here's The Rundown: IG Wealth Management is one of the leading financial services companies in Red Deer, AB. Trevor Krall is the firm's director and executive financial consultant. As a Division Director, he mentors a team of financial advisors and administrative assistants, serving an extensive network of clients. He personally coaches them to become professionals in the financial field and build successful careers in helping Canadians with financial strategies. The team at IG Wealth Management is committed to providing superior service standards and developing lasting relationships with clients and individuals. IG Wealth Management offers quality financial planning guidance and the right solutions for their clients' needs. They are dedicated to building strong communities across Canada.
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Fri: 8:30am - 2:30pm
Sat & Sun: Closed
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TOP 3 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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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Integrated Financial Services Inc. Integrated Financial Services Inc.](https://threebestrated.ca/images/IntegratedFinancialServicesInc-RedDeer-AB.jpeg)
Here's The Rundown: Integrated Financial Services Inc. is an independent financial consultant in Red Deer, Canada. Glen Pangle is the president and advisor of the firm. Over the years in the business, he has earned his CLU (Chartered Life Underwriter) designation and many industry awards for excellence in his field. He works hard to stay current on tax issues and changes relevant to the insurance and investment field. Glen Pangle specializes in helping successful individuals and small business owners achieve wealth accumulation and preservation objectives. The team at Integrated Financial Services Inc. is also well-prepared to work with business owners' group benefit plan needs through their in-house affiliation with Integrated Benefit Consultants. Their process helps you confidently make financial decisions that are always relevant to your current circumstances and expectations.
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Sat & Sun: Closed
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TOP 3 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.
Help others: Click Here to send review or send us your review to reviews@threebestrated.ca. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.