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Trenval Business Development Corp
- Funding
“Trenval has been instrumental in helping all of my businesses get started in the beginning, grow during the good times and pivot during the tough times.”
Best Financial Advisors in Belleville, ON
24 firms listed · 8 in Belleville · 2 open weekends · 18 rated 4.5+
Data verified October 18, 2026
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Heidi Blondin Financial
“I left with more knowledge and tools that I can use to enhance my financial security and well-being.”
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Wilkinson & Company
“Great team!”
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Roche
“Elaine always provides the best service year after year and always a phone call away.”
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Forward Finances
“I transferred from another company where I was making peanuts in return on investments and I am finally seeing some great results.”
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Riley Financial
“A through explanation of investments and financial planning was covered. Our representative Wendy was fantastic, by giving so much time, care and expertise in a most comprehensive manner, established a positive rapport from the start and reached out ...”
The 24 firms listed for Belleville, ON 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: Belleville, ON
8 of the 24 firms we list are based in Belleville; the other 16 serve Belleville from towns including Kingston (64 km), Batawa (17 km) and Frankford (17 km). 21 of the firms on this page have a rating, from 4.0 to 5.0 across 126 reviews; 18 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (89%), responsiveness (82%) and quality (61%). 2 are open on Saturdays. 10 have ten or more years of experience, the longest 30 years. 1 offers payment plans; 2 offer a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. We have a website on file for 20 of the firms on this page; 17 publish a contact page; 15 list a public email and 2 take bookings online. 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.
Why are financial advisers outside Belleville listed here?
8 of the 24 firms are in Belleville itself. The rest come from other towns within 75 km. Registration category and provincial coverage matter more than proximity. Distances are straight-line.
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Tipper Financial Services
“Knowledgeable, trust worthy financial planners who take time to explain to you and present options as to the best way to invest in your future.”
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IPC Investment Corporation - Lise Allin
“Lise and her team exemplify the very best in customer service and wealth strategies.”
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Kingfisher Financial
“I appreciate Brent's knowledge first approach and his ability to offer insights in to your full financial picture.”
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Christian Jaehn-Kreibaum - Raymond James
“I have referred several clients to Christian over the years, all of whom have been thrilled with his professionalism, attention to detail, and ultimately their results compared to their previous advisor.”
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Clearwater Services
- Knows
- Family
“In the short amount time that you and I have known each other you have helped me out tremendously by educating me, by understanding my own finances ...”
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Wendy Kellar, Financial Services
“I take pride in keeping my practice up to datein an ever-changing industry, including learning what government programs, employee benefit programs, pension benefits and other new opportunities are available. I began volunteering with Advocis (The Fin...”
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Lighthouse Wealth Management
“A particular aspect I like is that they provide general information on their personal investments as a measure against what we/they are doing with our investment … it is nice to have a comparison despite the different levels of risk that we might be ...”
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Paula Meier Associates
“The whole staff is great.”
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Financial Solutions Napanee
“Very helpful and don't mind answering questions 100% recommend Will continue to bring my”
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Your Office
“Very patient and kind, easy to work with 👍 …”
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Dvern & Lehr
“The biggest advantage credit unions offer is a greater return on investment for money you've deposited in a savings account. Because credit unions aren't trying to make a profit, they funnel more money back to you. If your primary concern is getting ...”
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Cobourg Tax and Accounting
- Accountant
- Business
- Season
“He worked with me on my taxes, as Mike also helped one of my moms co-workers, the man was totally efficient, took me in right away, solved all my issues on the same day.”
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Parasol Financial Solutions
“Shawna is honest, professional and knowledgeable!”
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Hall & Associates CPA Professional Corporation
“Deanna and her team offer a wide range of services that have helped our business run more effectively and everyone at the office is supportive and willing to help, no matter how big or small the question!”
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Kingston Financial
“Most importantly, Steve had instilled in us a sense of confidence in being able to go forward with all the requirements of the aforementioned probate process.”
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Caldwell Wealth & Estate Advisory
“We appreciate a comfortable environment where the expert works his magic, but is able to present it in not only a professional way, but also in context we understand!!”
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Park Place Financial
“From the first time I met Dylan, it was evident that he cared deeply about what he was doing, and that he was going beyond the 9-5 hours in terms of staying up to date with the financial markets, and the best ways to take care of his clients.”
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Goldhar & Associates
“Excellent service, clear and concise, they are a good choice if you are in this situation”
Retirement Planning and Investment Management Services in Belleville, ON Cost Estimates
Minimum cost
$1227
Maximum cost
$10424
National Average
$3679
Avg Per Hour Rates
$368
$2453
$6745
Fair price range is based on 403 cost profiles
Why these companies made our list
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