Prairie Lily Financial - Prince Albert, Saskatchewan

Prairie Lily Financial

Adresse: 2345 10 Ave W Suite 2016, Prince Albert, SK S6V 7V6, Canada.

Téléphone: 8887885459.

Site web: prairielilyfinancial.com.

Especialités

Conseiller financier.

Autres données d'intérêt

Rendez-vous en ligne, Services sur place, Entrée accessible en fauteuil roulant, Parking accessible en fauteuil roulant, Toilettes accessibles en fauteuil roulant, Toilettes, Rendez-vous obligatoire, Rendez-vous recommandés.

Avis

Cette entreprise a 19 avis sur Google My Business.

Avis moyen: 4.9/5.

Caractéristiques

Conseiller financier expérimenté avec une grande connaissance du marché financier. Services personnalisés pour répondre à vos besoins spécifiques. Assistance personnalisée pour la planification de votre retraite, la gestion de votre patrimoine et la prise de décision financière.

Ubicación

Prince Albert, SK S6V 7V6, Canada.

Informations recommandées

Si vous cherchez un conseiller financier à Prince Albert, Prairie Lily Financial est une excellente option. Les clients satisfaits déclarent avoir bénéficié d'une assistance personnalisée et d'une connaissance approfondie du marché financier. Les services offerts incluent la planification de la retraite, la gestion du patrimoine et la prise de décision financière.

👍 Avis de Prairie Lily Financial

Glenda P.

5/5

I am so thankful that I was pointed in Shannen’s direction. She has so much knowledge and has provided exceptional service. With her assistance I have been able to save on a budget and have watched my investments grow. Retirement planning/preparation was made easy. She is always available to answer my questions. I highly recommend Shannen!

Terry R.

5/5

Shannen has always been helpful and knowledgeable. She always takes the time to make sure the client understands before the appointment is over. She is very good about returning calls. We do prefer in- person visits, even though she encourages Zoom Meetings but we usually don't have any problems scheduling an in-person appointment.

M K. C.

5/5

Shannen's expertise dealing with our financial needs (my sister & I) when I retired was & is great! We were advised on what health plan's to pick, and our financial investments going forward. Shannen was recommended to my by my boss at the time. She listened well & I immediately felt comfortable with Shannen. It's been 5 years now I'm very pleased with their service. Shannen & Prarie Lily Financial are trustworthy & a pleasure to deal with.
Cheers.

Angelito C.

5/5

I like the way Shannen present and explain about finances. It’s easy to understand that even my teenage kids grasp it. She is thoughtful remembering special occasions like holidays sending cards and also do follow up for updates.

Jodi H.

5/5

I've been working with Shannen for over 10 years. She is comprehensive and professional. She does an excellent job of explaining everything in terms I can understand.

Lois M.

4/5

We have dealt with Shannen for many years and always appreciate our annual reviews and newsletters we receive.

Beverly B.

5/5

Shannen is amazing and really takes her time to explain how things work and ensure that I am understanding everything that is happening with my investments.

Sandra L.

5/5

The newsletters have valuable information and helps make sense of financial markets. I value Shannen’s financial advice