Villalobos Insurance & Financial Solutions inc
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Details & Description
Denise Villalobos Certified Financial Planner. Working in the finance industry since the late ninety’s and as an Advisor with Sunlife for over 13 years, offering a wealth of experience. Offering a full suite of investment options, including: • Mutual Funds • Segregated Funds • GIC’s (including redeemable) • Annuities (fixed term or life options) • Group Pensions Plan; set up and maintenance Offering a full suite if insurance protection, including: • Life Insurance • Critical Illness • Health Plans • Group Benefits • Disability Insurance If you are looking for someone who will take the time to sit with you and explain the what and why’s, of what you are doing, how the accounts work, what happens once you retire or how it helps or affects you today. As a wholistic advisor Denise makes planning for your financial future or retirement uncomplicated, while also protecting yourself and your family from the unexpected. more... See more text

Features

  • Group Pension,
  • Disability Insurance,
  • Financial Planning,
  • Life insurance,
  • Term Insurance,
  • Health & Dental Plans,
    • Critical Illness,
    • Whole Life,
    • Group Benefits,
    • Participating Whole Life,
  • more...
  • less...

Service Areas

  • St Albert,
  • Westlock - Evansburg,
  • Edson - Hinton,
  • Morinville - Bon Accord,
  • Virtual,
  • I will be in Edson the first Thursday of each month - Weather permitting,
    • Jasper,
    • Spruce Grove - Stoney Plane - Devon,
    • Fort Saskatchewan - Sherwood Park,
    • Edmonton and surrounding Area,
  • more...
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Products and Services

  • Personal Health & Dental plans,
  • Life Insunrace,
  • Critical Illness,
  • wholistic advice,
  • RRSP/LIRA,
  • TFSA,
    • FHSA,
    • grow wealth,
    • investments,
    • Mutual Funds,
    • Whole Life & Term Insurnace,
    • budget,
    • RESP,
    • LIF/RIF,
    • retirement savings / planning,
    • Group Benefits,
    • savings,
    • Sun Life Certified Financial Planner,
    • Disability,
    • Annuities & GIC's,
  • more...
  • less...

Brands Carried

  • Sun Life,

Languages Spoken

  • English,
Location
110-200 Carnegie Dr, St. Albert, AB T8N 5A7
Useful Information

Opening Hours *Holiday hours

Monday
Tuesday
Wednesday
Thursday
Friday
Wednesday – flex day - once a month at south side office, or if I need to meet clients at their home
Monday -virtual
First Thursday of Every Month in Edson
Friday - virtual
Tuesday - in office meetings or Virtual
Thursday - in office meetings or virtual
Wednesday – flex day - once a month at south side office, or if I need to meet clients at their home
Monday -virtual
First Thursday of Every Month in Edson
Friday - virtual
Tuesday - in office meetings or Virtual
Thursday - in office meetings or virtual
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    Denise has been handling my financial portfolio for the last 15 plus years and I could not be more satisfied. She is clear, concise and has always looked out for my best interests. A wonderful lady with a great sense of humour. A true professional in every sense.

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