Megan Skelly - IG Wealth Management - Lethbridge, Alberta

Adresse: 4079 4 Ave S suite 323, Lethbridge, AB T1J 4B5, Canada.
Téléphone: 4033282600.

Spécialités: Conseiller financier.
Autres données d'intérêt: Entrée accessible en fauteuil roulant, Parking accessible en fauteuil roulant.
Avis : Cette entreprise a 10 avis sur Google My Business.
Avis moyen: 4.6/5.

📌 Emplacement de Megan Skelly - IG Wealth Management

Megan Skelly - IG Wealth Management 4079 4 Ave S suite 323, Lethbridge, AB T1J 4B5, Canada

⏰ Horaires d'ouverture de Megan Skelly - IG Wealth Management

  • Lundi: 08:00–17:00
  • Mardi: 08:00–17:00
  • Mercredi: 08:00–17:00
  • Jeudi: 09:00–17:00
  • Vendredi: 08:00–17:00
  • Samedi: Fermé
  • Dimanche: Fermé

Megan Skelly est une conseillère financière hautement qualifiée affiliée à IG Wealth Management, l'un des plus importants cabinets d'investissement du Canada. Elle propose des services de planification financière personnalisés pour répondre aux besoins spécifiques de ses clients, en leur offrant une orientation et des recommandations basées sur des années d'expérience et de formation.

Pour faciliter l'accès à ses services, Megan Skelly a choisi d'établir son bureau dans un local accessible en fauteuil roulant, situé au 4079 4 Ave S suite 323 à Lethbridge, dans la province de l'Alberta, au Canada. Ce choix témoigne de son engagement envers l'inclusion et la diversité, permettant à un large éventail de clients de bénéficier de son expertise.

Le cabinet de Megan Skelly est doté d'un parking accessible en fauteuil roulant, ce qui facilite la vie de ses clients ayant des mobilités réduites. De plus, l'établissement a reçu un certain nombre d'avis positifs sur Google My Business, avec une moyenne de 4.6/5, ce qui démontre le niveau de satisfaction de ses clients et le professionnalisme de son service.

Voici quelques-unes des spécialités de Megan Skelly :
- Conseiller financier
- Planification financière
- Gestion d'actifs
- Conseils en investissements

Pour toute information complémentaire ou pour prendre un rendez-vous, vous pouvez les contacter par téléphone au 403-328-2600 ou via leur site web.

👍 Avis de Megan Skelly - IG Wealth Management

Megan Skelly - IG Wealth Management - Lethbridge, Alberta
Ashley F.
5/5

Megan is a pleasure to work with. She is patient, kind and very helpful in determining how she can help you meet your goals. I never felt rushed or that she was too busy to help out. She was flexible to our unique needs and is honest regarding options that are available. In the past I always felt that if I didn't have a certain amount to invest then I wasn't wanted. Megan understands that wealth is grown over time and some clients may be starting out but creating those relationships now is important. If you are looking for honest advice on investments or life insurance, you need to talk to Megan.

Megan Skelly - IG Wealth Management - Lethbridge, Alberta
Kate P.
5/5

Megan has been a dream to work with. Megan has the experience, knowledge, and interpersonal skills to be exactly what I need! Megan keeps me informed, helps me make decisions, and has changed my financial future significantly. As a busy professional and mom she meets me when I need and is easy to talk to, with no judgement or pressure. She keeps in touch, during Covid she has helped us make some great strategic choices. The best part is that I trust her and she saves me time, money, and energy.

Megan Skelly - IG Wealth Management - Lethbridge, Alberta
Patricia O.
5/5

Megan is a gem. She is kind, caring, professional and very knowledgeable. Her advice is honest and she easily tailored her suggestions to our unique circumstances. As someone not managing wealth so much as debt (and being somewhat embarrassed to share the details), she treated us with more respect than I expected. We look forward to meeting regularly with Megan in the future.

Megan Skelly - IG Wealth Management - Lethbridge, Alberta
N G.
5/5

When I talk to others about their experiences with their financial planners I just smile and say, well, you might want to consider talking to Megan. I feel well connected, respected and taken care of. I trust her and she delivers on the bottom line but she goes beyond that and discusses other pertinent topics that are important to the broader picture, all the while taking into account my personal objectives, personality and lifestyle.

Megan Skelly - IG Wealth Management - Lethbridge, Alberta
Kathy P.
5/5

I applaud Megan's knowledge, insight and commitment in advising myself as a client. I feel very secure in her thoroughness and the financial advice given, going forward into retirement. Her wealth of knowledge in this area and the time committed to our portfolio is most impressive! Thanks, Megan.

Megan Skelly - IG Wealth Management - Lethbridge, Alberta
Lorne G.
5/5

If you are looking any financial advise, life insurance, financial planning, Megan is the obvious choice to go with, so visit her or give her a call.

She'll take the overwhelming burden of financial options you have available to you, off your mind and clarifies which options are the best for you, which will put you at ease.
She is very considerate of your opinion and wouldn't pressure you into making any decisions.
She'll work with your schedule, so say if you can't leave the house for a meeting, because you're watching the kids, she'll stop by with that much needed coffee, even well past 5pm!

So if you need life insurance, need help figuring out your retirement plan, or how to start saving for that vacation with or away from the kids.

Give Megan a visit or give her a call.

Megan Skelly - IG Wealth Management - Lethbridge, Alberta
Bill S.
5/5

Megan does an excellent job of explaining the different options available for investing. She lays out an easy plan to follow to meet your retirement needs. She is very friendly and is an excellent listener.

Megan Skelly - IG Wealth Management - Lethbridge, Alberta
Lynette H.
5/5

Megan is great. She is very knowledgeable, informative, and conscientious of your particular situation. She built a plan specifically for me to reach my goals! Thanks Megan!

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