Lance Kenneth Vanberg: Primerica - Financial Services
Lance Kenneth Vanberg is a Primerica Financial Representative in Brooks, Alberta, offering term life insurance, investments, mutual funds, mortgage loans, and financial needs analysis. He provides personalized investment strategies and financial planning services to help clients
- Emphasis on tax & financial planning
- Free initial consultation
- 14 client reviews (5.0★ average)
Strong fit for tax & financial planning.
Lance Kenneth Vanberg is a Primerica Financial Representative in Brooks, Alberta, offering term life insurance, investments, mutual funds, mortgage loans, and financial needs analysis. He provides personalized investment strategies and financial planning services to help clients with income protection, retirement, debt solutions, and education funding.
Ask about Will documentation services — reviewers found the process seamless and stress-free
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.
Who this may be right for.
Good fit for
- Financial independence planning and education
- RDSP management for individuals with disabilities
Ask first if
- Team includes multiple advisors (e.g., Maricel, Ayesha) who handle specific areas like wills and financial planning
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.
“Lance is a wealth of knowledge and very easy to talk to about any financial needs you may have. He has done a fantastic job helping me with my financial needs and I highly recommend him to everyone I know.”
“Lance and his team have been taking care of my RDSP for years now and they've always done right by me.”
“Kudos for having Maricel Agsolid in your team. She is very knowledgeable and knew exactly what to discuss and make a point. The explanation is very clear from start to finish. Thank you!”
Excerpts from public Google reviews. See all reviews on the provider's Google listing.
Compare with similar Brooks providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| Lance Kenneth Vanberg: Primerica - Financial Services · this provider | 14 | 5.0 | Tax & Financial Planning |
| Western Financial Group Inc. - Canada's Insurance Broker | 59 | 4.4 | — |
| Stringam Law | 18 | 4.6 | — |
| Waive Law | 17 | 4.3 | — |
| Robertson Susan Law Office | 9 | 2.7 | — |
| Andrea Flatla Financial Advisor/broker | 4 | 5.0 | — |
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.
What types of financial services does Lance Vanberg's Primerica office offer? +
Reviewers mention services including RDSP management, Will documentation, life insurance quotes, and general financial planning. The team focuses on educating clients on how to achieve financial independence.
Is the office a good fit for someone new to financial planning? +
Multiple reviewers highlight that the team takes time to explain everything clearly from start to finish, making it comfortable for people who are unfamiliar with financial products. Clients note they felt listened to and received plans tailored to their individual situations.
Can Lance's team help with Will and estate documentation? +
Reviewers confirm that Will documentation services are available through the office, with at least one client describing the process as seamless and stress-free. The team is noted for being thorough and professional during this process.
Is this office suitable for individuals managing an RDSP? +
At least one long-term client specifically mentions the team has managed their RDSP for years and has consistently done right by them, suggesting experience with Registered Disability Savings Plans.
Is this your business?
Claim this listing to add photos, description, and your website.