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Reviews, get directions and information for Sun Life Financial

"Your local Sun Life Financial agent-Serena Rohrer and Team.Life Insurance, Critical Illness Insurance, Disability Insurance, Group Benefits and Investments offered by Sun Life Financial Investment Services"
Address: 5001 Broadway Ave, Blackfalds, AB T0M 0J0, Canada
Phone: (403) 600-0300
State: Alberta
County: Division No. 8
City: Blackfalds
Zip Code: T0M 0J0



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Reviews
We had a great experience with Serena. She thoroughly explained the options to us about life insurance for my husband. She went step by step over the requirements we needed and worked within our budget to make sure our family would be taken care of if my husband passed away. Not once did I feel like we were being up sold or given products we didn't need or couldn't afford. Serena was very knowledgeable anf pleasant. We have numerous policies through this office and definitely highly recommend Serena and her team to everyone.
Serena is very knowledgeable, patient, understanding and she truly has a passion and enjoys helping others set, and understand ones needs and goals. We are so very pleased for our newfound business relationship with her and her team! If you haven’t learned anything about getting set up to secure yourself a great future, we strongly suggest having a chat with Serena! You won’t regret that decision. Sheldon & Angela
We used Serena at Sunlife Financial when we set up our life insurance for our mortgage. Serena explained the process throughly and when we were finished I felt well informed on all the processes. I would recommend Serena to anyone and will defiantly use in the future for any of my personal financial insurance needs.
Serena and her staff were great. They took the time to make sure we had the right coverage for our family
I was referred to Serena for investments so I gave her a call and left a message. She called me back while she was on holidays to set up an appointment upon her return. As someone who doesn't know the first thing about investments speaking with Serena allayed my doubts. She was patient and walked me through the process and answered the many questions I had. Jeff was also very helpful in having candid conversation about life insurance for my family. I will definitely be going back to speak to him. Both were superb and reassuring without any feeling of being pressured.
Jeff and Serena are great. Together they were valve to help with all aspects of my financial future
I was referred to Serena by a friend and man am I glad that he sent me her way!! She knows her stuff when it come to investment and insurances, is super easy to deal with and has a very positive attitude. If you are looking to maximize your investments she is your girl!
Jeff helped our business get group benefits, he made the process incredibly easy, pulled a bunch of quotes to get us the best price, and still follows up frequently to make sure everything is going well with our plan. Jeff also came to our shop to get everyone signed up, saving us a ton of time. Definitely recommend!
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