About Statera Wealth Management
Reviews for Statera Wealth Management
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Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 2PM
Saturday: ClosedSunday: Closed
Statera Wealth Management is a highly praised financial services firm, known for its easy and honest team of professionals. Clients express great satisfaction with the service provided, the communication throughout the process, and the team's willingness to go above and beyond to address their financial needs. With a long-standing relationship with clients, Statera Wealth Management is a trusted partner for managing personal and family finances.
We started using Statera Wealth right before my husband retired. They have found ways to make our retirement money go farther than we imagined. We have been so pleased with how they have helped us find the best paths to retirement. Not only are they highly skilled with our finances, they are also easy to work with and genuinely interested in us. They treat us like we are very important to them. I would highly recommend them!
When we first started with Statera, we had no idea about financial planning. We are both retired and thought it was time for us to plan out our later years.
They put us at ease from the very beginning. We have been with them for a couple of years now and we couldn’t be happier. Their advice has left us feeling very secure with our finances.
Our only regret is that we didn’t begin to use Statera earlier.
I couldn't be more pleased with Statera Wealth Management. I have been with Statera for six years from the final stages of planning my retirement and right into retirement. I am so impressed by the knowledge and thoughtfulness of the entire staff at Statera. From Joely's kind happy voice and demeanor every time she answers the phone to Annie, Jordan and Tony's expert advice and quick help. Tony has done a fabulous job managing my portfolio. Jordan has helped me as well. Annie has gone above and beyond the call of duty to help me several times. I feel like the staff at Statera know me and truly care about me. What a rare thing to find when doing business these days. Thanks...read full review