Brightview Financial Services
“Brightview was easy to work with and their competitive rates made it an easy choice to sign with them as our benefits provider.”
Best Financial Advisors near Beaumont, AB
1 of these firms is based in Beaumont; the others serve Beaumont from Edmonton (20 km).
1 open weekends · 14 rated 4.5+ · 1 shows a licence
Data verified October 21, 2026
Voyage Financial Services
“He gave us lots of good details information about my life insurance.”
World Financial Group
“He gave great explanations of the different kinds of investment opportunities available to me, and also gave a very personal approach that helped me make optimal decisions that worked best for my financial wellbeing.”
McGuire Financial Group
“Would recommend to others looking at different ways to manage their finances and how you can build a better system for yourself.”
Blackburn Davis Financial
“They respond quickly to any questions that we have with detailed and easy to understand answers.”
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KWB Accountants & Advisors
“KWB has been a trusted accountant and financial advisor for our firm.”
The 15 firms listed for Beaumont, AB offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: Beaumont, AB
The 15 firms on this page are rated from 4.0 to 5.0 across 853 reviews; 3 have 50 or more reviews and 14 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (95%), responsiveness (75%) and quality (64%). The topics that come up most in reviews of the firms on this page are "knowledge" and "expertise". 1 is open on Saturdays. The services the firms on this page list most often on their websites are financial planning (4), insurance (3), investments (3), business planning (2) and retirement planning (2). 1 shows a licence on its website. Domain records put 5 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 4 offer a free initial consultation. We have a website on file for all 15 of the firms on this page; 12 publish a contact page and 10 list a public email. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Beaumont offer a free first meeting?
4 of the 15 firms listed here offer a free introductory meeting. Expect a conversation about your situation, the firm's approach and its compensation, rather than recommendations. Bring your statements anyway, since it makes the discussion concrete.
Yourwealth Advisory / iA Private Wealth
“) Jawad is knowledgeable and provides excellent investment advises, and is a great listener.”
Bespoke Book
“I am very happy with the accounting services at Bespoke bookkeeping.”
Grow Your Wealth Financial Planning
“No matter what time it is, or what your question is, he will respond promptly.”
Rick Fairley - Retirement Planner & Life Insurance Advisor
“After our first visit with him, we couldn't stop talking about how happy we were to have finally involved a professional in our finances and how happy we were to have met Rick!!”
Abacus Wealth Management
“I highly recommend and rate both him and Abacus Wealth!”
Nobrega Financial
“You've been so great to work with, and your advice and expertise has been priceless.”
Stephen Sicoli
“I would recommend Stephen to anyone looking for help with financial services!”
Aspire Investments & Insurance
“Lucas is very knowledgeable, understands our investment needs, and is quick to keep us informed and help us adjust to changing markets to meet our goals.”
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Cathcart Financial
“Goes above and beyond to k le his client and develop the proper strategy to build wealth for his client.”
Why these companies made our list
What clients say about firms near Beaumont
- “They are very professional, responsive to queries, and take the time to explain what is happening with our portfolio and why.” — client of Blackburn Davis Financial
- “Our portfolio has grown beyond expectations. The team is personable and responsive.” — client of Yourwealth Advisory / iA Private Wealth
- “Very knowledgeable and willing to help, even setting up in person meetings to answer my questions and go over my retirement plan.” — client of Aspire Investments & Insurance
Excerpts from public reviews of the firms listed on this page.
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