Financial Health Associates
Financial Health Associates offers retirement and estate planning alongside investments and insurance strategies through certified financial planners. They provide life, health, disability, and critical illness insurance planning in Lethbridge.
- Emphasis on tax & financial planning
- Free initial consultation
- 9 client reviews (5.0★ average)
Strong fit for tax & financial planning.
Financial Health Associates offers retirement and estate planning alongside investments and insurance strategies through certified financial planners. They provide life, health, disability, and critical illness insurance planning in Lethbridge.
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.
What they're known for.
Summarized from the provider's own website. Verify specifics when you contact them.
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 Lethbridge families.
Lethbridge, AB
In their own words.
“Today we had super good experience with this company, the agent Ellie Orsten was super quick and very friendly. Thank you so much for help and 100% we will work with her again !!!”
“GOOD INFORMATION FOR REVIEWING. THANKS”
“Knowledgeable and great people with very effective programs. Highly recommend!”
Excerpts from public Google reviews. See all reviews on the provider's Google listing.
Compare with similar Lethbridge providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| Financial Health Associates · this provider | 9 | 5.0 | Tax & Financial Planning |
| LETOURNEAU LLP | 375 | 4.8 | Wills & Estates |
| Stringam Law | 237 | 4.4 | — |
| Low & Company LLP | 227 | 4.8 | Wills & Estates |
| Advantage Financial Services Inc | 184 | 5.0 | Tax & Financial Planning |
| Huckvale LLP | 99 | 4.6 | Wills & Estates |
Based on Google review counts and ABSeniors data for legal & financial in Lethbridge. 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 Lethbridge — then show you the ones to call first, with the reasons why.
Get my top matches →Questions families actually ask.
What types of financial services does Financial Health Associates offer? +
Financial Health Associates offers a range of services including life insurance, critical illness insurance, disability insurance, group health plans, retirement planning with investments, and debt management. The firm serves both individual clients and business owners. Multiple advisors on staff specialize in different areas of financial health.
Who are the advisors at Financial Health Associates? +
Reviewers mention several advisors by name: Ellie Orsten specializes in life insurance, critical illness, disability insurance, and group health plans; Judy Schrempf focuses on retirement goals and investments; and Lacey Klassen handles investments and debt management planning.
Can Financial Health Associates help business owners with group benefits? +
Yes, at least one reviewer noted that Ellie Orsten reviewed their company's extended health insurance plan and found an alternative that maintained the same staff benefits while reducing costs. The team is described as accommodating when working through complex business owner needs.
Is this your business?
Claim this listing to add photos, description, and your website.