Statera Financial Planners

My family and I have been with Greg and Rita and now Courtney since Greg and Rita opened their doors of business. Now as we work on estate planning around the complexities of disability planning for our family member for later on, the amazing support from Courtney, is so supportive and assuring, they take the weight of it all off of the parents shoulders and help guide us through it all from RDSP, Wills and estate planning they are beyond fantastic and plan to stay with them for many more years to come! Thank you Courtney and Greg and Rita and Darlene!

I have dealt with Greg at Statera for more than 25 years. He has been great to have as my financial advisor. He is always current on what is happening with the markets and will take the time to educate his clients. I have had some great experiences with Greg and with his direction and guidance was able to retire 6 years ahead of originally planned. the admin group have always been helpful and thorough. To he succinct, Greg is the reason both my wife and I retired early, comfortably and are able to enjoy a relaxed and stress free retirement. Cant beat that.

The staff at Statera are extremely knowledgeable, friendly and efficient. Greg has never let me down with his expertise and advice. Courtney is extremely knowledgeable, helpful and walks me through everything. She answers my questions clearly and precisely and at my level of understanding. If you want to feel confident about your investments and your future, I highly recommend Greg and Courtney.

Hard to believe I first became a client of Greg and Rita 30 years ago! Greg’s investment knowledge is second to none, and Rita is always responsive to any inquiries or needs I have. Now, with the addition of Courtney, I know that I have a fully rounded team to help lead me into my retirement phase. I trust this team implicitly. So much so, that my daughter is also a client.

Greg, Courtney and the rest of the team at Statera have been fantastic! We have received extremely detailed feedback, sound advice, and stout professionalism. The financial planning and investment management has more than exceeded our expectations. We truly appreciate everything they’ve done for us!