This profile has not been claimed by the business owner or representative.
to update business information, get appointment requests, engage visitors with web chat, and more!
Statera Wealth Management
- Financial Services
- Saint George, UT
About this business
Location details
107 S 1470 E #101, # 101, Saint George, UT, 84790, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I always wanted to retire at 62, but wasn't sure if I could. Tony and company said "Let's make it happen!" They helped us with a plan including getting someone to help with the gap of health insurance until medicare kicked in. They are one big family with us being a part of it.
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 hel... read more
Their better than family :-))
Frequently asked questions about Statera Wealth Management
How is Statera Wealth Management rated?
Statera Wealth Management has a 4.8 star rating with 33 reviews.
When is Statera Wealth Management open?
Statera Wealth Management is open now. It will close at 5:00 p.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com