Villalobos Insurance & Financial Solutions inc
5/5
Opening at 10:00 am
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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 15 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. See more text

Features

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

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

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

  • Sun Life,

Languages Spoken

  • English,
Useful Information

Opening Hours *Holiday hours

Monday
Tuesday
Wednesday
Thursday
Friday
Monday -virtual
Tuesday - 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
Thursday - in office meetings or virtual
Friday - virtual
First Thursday of Every Month in Edson
Monday -virtual
Tuesday - 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
Thursday - in office meetings or virtual
Friday - virtual
First Thursday of Every Month in Edson
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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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