Bedford, NS

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Bedford, NS
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Best Financial Advisors in Bedford, NS

Handpicked from 39 vetted & reviewed Financial Planning & Wealth Management firms in the Bedford area, discover the top 5 elite providers among the selected group of 24 finalists.

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Trinity Wealth Partners

Trinity Wealth Partners

(14)
Investments, Debt Planning, Estate Planning
“All the staff at Trinity Wealth Partners are very professional and knowledgeable regarding all aspects relating to the investment world.”
Licensed, BBB Accredited
1148 Bedford Hwy, Bedford, NS B4A 1B8
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Wealth Creation Made Simple

Wealth Creation Made Simple

(24)
  • Team
  • Knowledge
  • Management
“I have watched this progression grow and with their guidance and invaluable advice have been able to not think about it ,get on with my life and enjoy knowing my interests are in trusting hands.”
647 Bedford Hwy suite 101, Halifax, NS B3M 0A5
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J G Burke Investments & Financial Planning Limited

J G Burke Investments & Financial Planning Limited

(5)
“Both Greg and Amber and very knowledgeable, responsive to inquiries and make you feel like you are a person and that you matter to them - that you are not just a number or an account.”
In Business Since 2021
200 Waterfront Dr #210, Bedford, NS B4A 4J4
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AEG Financial Services

AEG Financial Services

Accounting, Restructuring, Insurance
“At AEG Financial, we understand that no matter what stage of life you happen to be in, you want to protect and provide for your family. Whether you're just starting out or you're thinking about retirement, we can help you plan for today and tomorrow.”
30 Damascus Rd #210, Bedford, NS B4A 0C1
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Robert Sidney CFP

Robert Sidney CFP

(1)
“He and his team have always been responsive, extremely well-informed, and innovative.”
In Business Since 2000
1550 Bedford Hwy Suite #810, Bedford, NS B4A 1E6
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
98 (100)
Minimum Reputation Rank
97.6 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Assante Financial Management

Assante Financial Management

1687 Bedford Hwy Suite 1, Bedford, NS B4A 1G1
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Wiltshire Financial Management

Wiltshire Financial Management

(12)
  • Retired
  • Financial Advisor
  • Questions
“His experience has provided us with good advise that corresponds well with our particular needs, and guidance on such items as planning for retirement, investments, and questions related to CPP, insurances and management of financial resources.”
237 Brownlow Ave Unit 100, Dartmouth, NS B3B 2C6
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National Wealth Management

National Wealth Management

(3)
Financial Planning, Health Insurance, Travel Insurance
“We started financial conversations with Todd when I was in my early 40's and now in my 60's, the money and security is there to make things easier.”
1959 Upper Water St #407, Halifax, NS B3J 3N2
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EB Wealth

EB Wealth

(3)
Succession Planning, Financial Planning, Wealth Management
“Great knowledge, hard won experience and a tremendous and responsive working relationship.”
84 Chain Lake Dr, Halifax, NS B3S 1A2
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First Wealth Advisors

First Wealth Advisors

(1)
“I learn so much when I work with them and they have helped me increase the fuel to my wealth building fire.”
237 Brownlow Ave Unit 100, Dartmouth, NS B3B 2C6
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Halifax Debt Freedom

Halifax Debt Freedom

(50)
  • Financial
  • Understanding
  • Family
“I would recommend 4 pillars to anyone that have financial difficulty to consider 4 pillars, right form the first day, Dave and all the staff at 4 pillars were amazing, friendly and understanding, and not for one second I felt judged for my financial ...”
Free Initial Consultation
50 Eileen Stubbs Ave unit 130, Dartmouth, NS B3B 0M7
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Gordon Stirrett Wealth Management

Gordon Stirrett Wealth Management

(28)
  • Team
  • Confidence
  • Future
“While I ultimately chose Gordon Stirrett WM based on their massive billboards stationed throughout the HRM, I now enjoy a much greater appreciation for their standing as the premier financial planning team in the region.”
In Business Since 1998
1741 Lower Water St Suite 210, Halifax, NS B3J 0J2
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Eastport Financial Group

Eastport Financial Group

(25)
  • Team
  • Family
  • Understand
“As committed Christians, it's truly unique for my wife and I to have kingdom oriented conversation around our personal finances with our financial advisors, who truly understand and provide guidance for generating wealth not only for personal gain bu...”
In Business Since 2005
371 St Margarets Bay Rd suite 201, Halifax, NS B3N 1J8
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Equis Group Benefits

Equis Group Benefits

(10)
Group Retirement Plans, Disability Insurance, Critical Illness Insurance
“We have been using Equis for our group benefits for many years and have always been happy with their proffessionalism and responsiveness to our needs.”
In Business Since 2008
Free Initial Consultation
Purdy's Wharf Tower 1, 1600-1959 Upper Water Street, Halifax, NS B3J 3N2
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Allan Marshall & Associates

Allan Marshall & Associates

(10)
“Don't get me wrong it sucks to file for bankruptcy or a consumer proposal but if you gotta do it, she's the one to meet and I know now it's something common these days- responsible people with good careers are falling victim to inflation, lay offs,...”
Licensed
Free Initial Consultation
Evergreen Place, 530 Portland St Suite 208, Dartmouth, NS B2Y 4V6
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Worthy Financial

Worthy Financial

(9)
Online Financial Planning, Financial Coaching, I Want To Be A Homeowner
“Our experience with Worthy Financial left us feeling absolutely worthy, and like we truly have someone in our corner rooting for us every step of the way as we figure out our futures in these "unprecedented times".”
1959 Upper Water St Tower 1, Suite 1301, Halifax, NS B3J 3N2
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Solveyourdebts.com

Solveyourdebts.com

(2)
“They helped me pay down my debt, while giving budgeting advice the whole way.”
In Business Since 2001
Licensed, BBB Accredited
Metropolitan Place, 99 Wyse Rd Suite 102, Dartmouth, NS B3A 4S5
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Healy Financial Planning

Healy Financial Planning

(2)
“Just finished our (not quite annual) review and am impressed with the organization (of our data), the information given, the full presentation and the follow up from the Healy staff.”
Free Initial Consultation
Family Business
5657 Spring Garden Rd Suite 501, Halifax, NS B3J 3R4
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Himmelman & Associates Financial Advisors

Himmelman & Associates Financial Advisors

(9)
  • Team
“Brian and his team take the time to ensure you are making an educated decision with your investment - coming up with a game plan for both the short and long term and weighing out all possibilities.”
1444 Dresden Row, Halifax, NS B3J 3T5
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Damsel Financial Coaching

Damsel Financial Coaching

(3)
  • Budgeting
  • Feel
  • Financial Goals
“Danielle made me feel very comfortable and not judged, so I was able to be open and honest with her about my situation and how I would like to move forward with tackling my debt while also making sure all of my other bills and plans for travel are co...”
In Business Since 2018
106 Driftwood Crescent, Dartmouth, NS B2V 1S7
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April Stroink, Money Coach

April Stroink, Money Coach

Small Business Finance, Health and Wellness Business Finance, Personal Finance
“As a Money Coach who specializes in helping health and wellness professionals, I wanted to share with you my thoughts on paying taxes. Yes, you read that right…I believe paying taxes is a good thing. Why, you might ask?Paying taxes means that your he...”
2371 Agricola St, Halifax, NS B3K 4B7
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Atlantic Wealth Management

Atlantic Wealth Management

What We Deliver, How We Do Things
Metropolitan Place, 99 Wyse Rd unit 1030, Dartmouth, NS B3A 4S5
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Mercier Mediation & Financial Services

Mercier Mediation & Financial Services

Free Initial Consultation
33 Ochterloney St #145, Dartmouth, NS B2Y 4P5
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The Moore Wealth Group

The Moore Wealth Group

(3)
“When I started my own company in 2011, I turned to Dave Moore and The Moore Wealth Group for his services to help set up my company's health plan, disability and life insurances.”
71 Portland St, Dartmouth, NS B2X 1H5
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Retirement Planning and Investment Management Services in Bedford, NS Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 354 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 354 cost profiles.

Why these companies made our list

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Wealth Management Advisors near Bedford

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