Andrea Flatla Financial Advisor/broker
- 4 client reviews (5.0★ average)
Care that adapts as needs change.
Retirement planning and investment growth.
Accommodates work schedules for meetings and follows up proactively
Reflects how complete and verified this listing is on ABSeniors — review volume, recency, website review, office, and funding info. Not a quality rating of the provider.
Who this may be right for.
Good fit for
- Retirement planning and investment growth
- Seniors transitioning from another financial advisor
Ask first if
- In-home care
A calmer first step.
Brief phone conversation
Share what is happening, who needs care, and whether the need is urgent or exploratory.
Care needs and schedule review
Discuss mobility, memory, safety, meals, personal care, household help, and preferred visit times.
Caregiver matching
The team looks for fit based on care level, personality, language preferences, and comfort.
Start small, adjust as needed
Many families begin with shorter visits, then adjust the plan as the senior becomes comfortable.
Serving Brooks families.
Brooks, AB
In their own words.
“Andrea is absolutely amazing!! Has helped ne get my finances in order and helped with a retirement plan. I couldn't be happier. I highly recommend her.”
“Andrea is very knowledgeable and easy to talk to. Clearly presented how we could adjust our budget to reach short and long term financial goals.”
Excerpts from public Google reviews. See all reviews on the provider's Google listing.
Compare with similar Brooks providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| Andrea Flatla Financial Advisor/broker · this provider | 4 | 5.0 | — |
| Western Financial Group Inc. - Canada's Insurance Broker | 59 | 4.4 | — |
| Stringam Law | 18 | 4.6 | — |
| Waive Law | 17 | 4.3 | — |
| Lance Kenneth Vanberg: Primerica - Financial Services | 14 | 5.0 | Tax & Financial Planning |
| Robertson Susan Law Office | 9 | 2.7 | — |
Based on Google review counts and ABSeniors data for legal & financial in Brooks. Verify current details with each provider.
Let ABSeniors rank your top matches.
Answer six quick questions about your situation and we'll score every legal & financial provider in Brooks — then show you the ones to call first, with the reasons why.
Get my top matches →Questions families actually ask.
Does Andrea Flatla help with retirement planning? +
Yes, multiple reviewers note that Andrea has helped clients develop retirement plans and set both short and long-term financial goals. She is described as knowledgeable and clear in presenting strategies.
Can Andrea accommodate clients who work full-time schedules? +
Reviewers confirm that Andrea accommodates clients' work schedules when arranging meetings and comes well-prepared. She also follows up after meetings to check on progress.
Is Andrea Flatla a good option for someone switching from another financial advisor? +
At least one reviewer switched to Andrea after many years with a large firm and reported better investment returns in a shorter time frame. She is noted for strong communication and attention to accounts of all sizes.
Is this your business?
Claim this listing to add photos, description, and your website.