Bedford, NS

Popular Cities

Bedford, NS
Join as a Pro

Best Financial Advisors in Bedford, NS

The highest-rated Financial Planning & Wealth Management companies out of 39 vetted & reviewed in the Bedford area.

View Profile
Wealth Creation Made Simple

Wealth Creation Made Simple

(25)
  • Team
  • Financial Management
  • Matter
“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
i
View Profile
Trinity Wealth Partners

Trinity Wealth Partners

(14)
  • Family
“All the staff at Trinity Wealth Partners are very professional and knowledgeable regarding all aspects relating to the investment world.”
In Business Since 2013
Transparent Fees & Pricing
1148 Bedford Hwy, Bedford, NS B4A 1B8
i
View Profile
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
i
View Profile
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
i
View Profile
Assante Financial Management

Assante Financial Management

1687 Bedford Hwy Suite 1, Bedford, NS B4A 1G1
i
View Profile
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
2 Ralston Ave Suite 100, Dartmouth, NS B3B 1H7
i
View Profile
Gordon Stirrett Wealth Management

Gordon Stirrett Wealth Management

(30)
  • Team
  • Retirement
  • 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
i
View Profile
Eastport Financial Group

Eastport Financial Group

(25)
  • Team
  • Family
  • Community
“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
Transparent Fees & Pricing
371 St Margarets Bay Rd suite 201, Halifax, NS B3N 1J8
i
View Profile
Solveyourdebts.com

Solveyourdebts.com

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

Wiltshire Financial Management

(12)
  • Retired
  • Options
  • Financial Advisor
“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
i
View Profile
Allan Marshall & Associates

Allan Marshall & Associates

(11)
  • Afraid
  • Company
  • Well-Being
“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
Evergreen Place, 530 Portland St Suite 208, Dartmouth, NS B2Y 4V6
i
View Profile
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
i
View Profile
National Wealth Management

National Wealth Management

(6)
Financial Planning, Health Insurance, Travel Insurance
“I have had an exceptional experience with National Wealth Management, and their engagement and investment in their clients' success are outstanding.”
1959 Upper Water St #407, Halifax, NS B3J 3N2
i
View Profile
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
i
View Profile
Starboard Wealth Planners

Starboard Wealth Planners

(3)
Services, Savings, Retirement
“They have made me feel confident about my choices and how to easily move towards my financial goals.”
2371 Agricola St, Halifax, NS B3K 4B7
i
View Profile
Damsel Financial Coaching

Damsel Financial Coaching

(6)
  • Budgeting
  • Business
  • Expenses
“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
i
View Profile
Atlantic Wealth Management Limited

Atlantic Wealth Management Limited

(1)
What We Deliver, How We Do Things
“What impressed me the most was their ability to tailor a comprehensive wealth management plan specifically to my needs and future goals (house purchase)!”
In Business Since 2006
Metropolitan Place, 99 Wyse Rd unit 1030, Dartmouth, NS B3A 4S5
Featured

“We give where we live” is the corporate motto of the Atlantic Wealth Management team and its President & CEO Chris Valardo. Through their generous commitment of 💯 meals each month for the next six months, Margaret’s House guests will be treated to the finest from local restaurants in downtown Dartmouth!nnStarting us off today was Jeff from Celtic Corner who provided a great hot lunch of all-dressed hamburgers, fries and coleslaw. Our guests were simply delighted! We’re so appreciative of this outstanding collaboration. ❤️❤️nn(L-R) Jeff McLatchy, Karen Goudie, Chris Valardo and Daphne Arsenault.nn#margaretshouse #atlanticwealthmanagement #celticcorner #dartmouthlove...

i
View Profile
Mercier Mediation & Financial Services

Mercier Mediation & Financial Services

Free Initial Consultation
33 Ochterloney St #145, Dartmouth, NS B2Y 4P5
i
View Profile
April Stroink, Money Coach

April Stroink, Money Coach

Small Business Finance, Health and Wellness Business Finance, Personal Finance
“At Profit Con last year my friend, Mike Michalowicz asked me if I would speak to his community about how I overcame cash flow struggles in business last year. I immediately tensed up, “No, I don't want people to know how miserable my business was doi...”
2371 Agricola St, Halifax, NS B3K 4B7
i
View Profile
The Moore Wealth Group

The Moore Wealth Group

(3)
  • Investments
“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
i
View Profile
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
i
View Profile
Adam Smith Financial Advisor

Adam Smith Financial Advisor

(1)
“I would strongly recommend contacting him if you need financial advice.”
In Business Since 2018
1959 Upper Water St #1600, Halifax, NS B3J 3N2
i
View Profile
Richard McKenster Financial Planning

Richard McKenster Financial Planning

(1)
“Very professional and comfortable environment.”
6021 Young St #201, Halifax, NS B3K 2A1
i

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
Embed on your site

Your Embed Code

Click to copy
Successfully copied!
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

Is this page useful? Yes
No
Is there anything wrong with this page?

Wealth Management Advisors near Bedford

Popular in Bedford

, NS
Back To Top