Wealth Creation Made Simple
“Everything was explained very well, they care about you as a person and a customer, and I felt much more secure about my financial future by the end of my appointment.”
Best Financial Advisors near Bedford, NS
3 of these firms are based in Bedford; the others serve Bedford from Halifax and Dartmouth.
2 open weekends · 21 rated 4.5+
Data verified October 21, 2026
Book onlineBook
Trinity Wealth Partners
“They put us at ease while navigating the complex world of financial investing and planning.”
Robert Sidney CFP
“He and his team have always been responsive, extremely well-informed, and innovative.”
Assante Financial Management
Gordon Stirrett Wealth Management
“Hands-down the best customer service of any financial institution I have ever dealt with.”
Eastport Financial Group
“Excellent support and advice based on taking the time to understand our family and building an ongoing relationship”
The 24 firms listed for Bedford, NS 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: Bedford, NS
23 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 189 reviews; 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (82%) and quality (73%). 2 are open on Saturdays. 1 lists staff certifications (CFP). Domain records put 9 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 23 of the firms on this page; 19 publish a contact page; 22 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Bedford take financial planning bookings online?
3 of the 24 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.
Solveyourdebts.com
“They helped me pay down my debt, while giving budgeting advice the whole way.”
Book onlineBook
Worthy Financial
“Timothy worked with me in a such flexible and patient way to organize my finances and make a plan to meet my financial goals, which felt to overwhelmingly out of reach prior to.”
Wiltshire Financial Management
“I am now retired and was able to get a financial wellness check before I retired which has given me a lot more confidence moving forward financially since I retired in December.”
Healy Financial Planning
“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.”
National Wealth Management
“I am learning a lot and, also, confident and relieved that I have a financial advisor who is watching out for my best interests.”
Himmelman & Associates Financial Advisors
“I have used their services for several years and have not been disappointed.”
Starboard Wealth Planners
“They have made me feel confident about my choices and how to easily move towards my financial goals.”
Damsel Financial Coaching
“Danielle Abbott introduced me to practical and sustainable budgeting strategies that not only helped me save more but also allowed me to enjoy life without feeling financially restricted.”
Book onlineBook
Atlantic Wealth Management Limited
“What impressed me the most was their ability to tailor a comprehensive wealth management plan specifically to my needs and future goals (house purchase)!”
April Stroink, Money Coach
The Moore Wealth Group
“Very professional and highly knowledgeable in all current and future states of the industry and has helped our investments grow beyond our expectations.”
Book onlineBook
First Wealth Advisors
“I learn so much when I work with them and they have helped me increase the fuel to my wealth building fire.”
Richard McKenster Financial Planning
Granville Group Insurance & Financial
“They are easy to deal with”
Adam Smith Financial Advisor
“I would strongly recommend contacting him if you need financial advice.”
Book onlineBook
Assante Hydrostone
Foxgrove Benefit Consulting
R&R Wealth
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
