Statera Financial LLC - Walpole, Massachusetts
Address: 713 East St, Walpole, MA 02081.
Phone: 747776646.
Website: staterafinancial.com
Specialties: Financial planner, Life insurance agency.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Statera Financial LLC
⏰ Open Hours of Statera Financial LLC
- Monday: 8 AM–6 PM
- Tuesday: 8 AM–6 PM
- Wednesday: 8 AM–6 PM
- Thursday: 8 AM–6 PM
- Friday: 8 AM–6 PM
- Saturday: 9 AM–1 PM
- Sunday: Closed
Introduction to Statera Financial LLC
Statera Financial LLC is a reputable financial planning firm located at 713 East St, Walpole, MA 02081, providing a wide range of financial services to clients throughout the area. The company can be contacted via phone at 747776646 or by visiting their website at staterafinancial.com.
Specialties and Services
With a focus on financial planning and life insurance agency, Statera Financial LLC offers expert advice and guidance to help clients achieve their financial goals. The company's team of experienced professionals works closely with each client to develop personalized strategies tailored to their unique needs and circumstances.
Points of Interest and Accessibility
- Online appointments are available, making it easy for clients to schedule meetings at a time that suits them
- The firm offers onsite services, providing a convenient location for face-to-face consultations
- Statera Financial LLC boasts wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom, ensuring that all clients can access the services they need
- Appointments are recommended to ensure that clients receive the personalized attention they deserve
Reviews and Opinions
With an impressive average opinion rating of 5/5 based on 2 reviews on Google My Business, Statera Financial LLC has earned a stellar reputation among its clientele. Clients consistently praise the company's knowledgeable and personable staff, as well as the comprehensive range of services offered.
One satisfied customer noted, "I have been working with Dave Moses for a few years now. He is personable and knows his stuff. He has been so helpful to my family in planning for our futures and I love that he can help with life insurance, 529s, financial planning." Another client shared, "Dave provides great advice and products to help us meet our goals."
👍 Reviews of Statera Financial LLC
