Best Financial Advisors in Belleville, ON

Handpicked from 53 vetted & reviewed Financial Planning & Wealth Management firms in the Belleville area, discover the top 5 standout choices among the selected group of 24 finalists.

Roche

Roche

(2)
“Elaine always provides the best service year after year and always a phone call away.”
In Business Since 2014
Bell Blvd, Belleville, ON K8P 5H3
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Quinte Business Accounting Services

Quinte Business Accounting Services

(28)
Bookkeeping, Taxes, Quickbooks™
“I have dealt with Quinte Business Accounting for several years with respect to our income tax and also the income tax for my daughter and son in law's estate income tax and they certainly know their business.”
In Business Since 2014
365 N Front St Unit 15B, Belleville, ON K8P 5A5
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Trenval Business Development Corp

Trenval Business Development Corp

(17)
  • 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.”
In Business Since 2011
Offers Financing Options
284B Wallbridge Loyalist Rd, Belleville, ON K8N 5E2
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Heidi Blondin Financial

Heidi Blondin Financial

(1)
Registered Education Savings Plans, Investments, Registered Retirement Savings Plans
“I left with more knowledge and tools that I can use to enhance my financial security and well-being.”
In Business Since 2013
390 1/2, Front St, Belleville, ON K7N 2Z8
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Forward Finances

Forward Finances

(2)
“I transferred from another company where I was making peanuts in return on investments and I am finally seeing some great results.”
In Business Since 2017
16 Kipling Dr, Belleville, ON K8N 4Z5
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
98.8 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
Riley Financial

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 ...”
In Business Since 2011
164 Moira St E, Belleville, ON K8P 2S6
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IPC Investment Corporation - Lise Allin

IPC Investment Corporation - Lise Allin

(1)
“Lise and her team exemplify the very best in customer service and wealth strategies.”
1 Catharine St, Belleville, ON K8P 1K8
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Bridge To Wealth

Bridge To Wealth

“Insurance products, including segregated fund policies, are offered through Bridge To Wealth, and Jeanette Molloy, Paul Halloran, Matt Mawer, Julie Obstfeld, Paul Mawer, and Sara Hitchlock offer mutual funds, referral arrangements, and GICs through Q...”
In Business Since 2012
415 Maitland Dr, Belleville, ON K8N 4Z5
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Executor Plus

Executor Plus

“For executors or estate representatives who want total peace of mind including everything in the Complete package, plus an additional jurisdiction, additional notarized documents, additional representation hours and asset liquidation by an Estate Pro...”
In Business Since 2021
56 Cavendish Dr, Belleville, ON K8N 4Z4
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Tipper Financial Services

Tipper Financial Services

(1)
Individual, High Net Worth, Business
“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.”
In Business Since 2009
Family Business
340 Pinnacle St Suite 101, Belleville, ON K8N 3B4
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Loyalist Investment Centre

Loyalist Investment Centre

In Business Since 2012
100 Bell Blvd Suite 315, Belleville, ON K8P 4Y7
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Clearwater Services

Clearwater Services

(7)
  • Knowledge
  • 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 ...”
Serving Belleville Area
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Wendy Kellar, Financial Services

Wendy Kellar, Financial Services

“Life can be complicated. I help you sort through the details and map a plan to help you meet challenges, develop a vision, and achieve your goals.”
In Business Since 2014
Serving Belleville Area
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A&E Tax and Accounting

A&E Tax and Accounting

In Business Since 2000
Serving Belleville Area
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Lighthouse Wealth Management

Lighthouse Wealth Management

(8)
Companies & Products We Represent, Holistic Wealth Management, How we Are Paid
“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 ...”
In Business Since 2002
Serving Belleville Area
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Forgrave Financial Services

Forgrave Financial Services

“Forgrave Financial, formally Waters Financial, have been serving the Trent Hills and surrounding area since 1965. With over 50 years of experience, their team is dedicated to help design your “retirement and estate financial plan” based on your desir...”
In Business Since 2013
Free Initial Consultation
Serving Belleville Area
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Financial Solutions Napanee

Financial Solutions Napanee

(1)
“Very helpful and don't mind answering questions 100% recommend Will continue to bring my”
In Business Since 2014
Serving Belleville Area
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Lennox & Addington Financial Centre

Lennox & Addington Financial Centre

Serving Belleville Area
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Dvern & Lehr

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 ...”
In Business Since 2013
Serving Belleville Area
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Life Value Financial

Life Value Financial

“At Life Value Financial, the three areas of Cash Flow Planning, Income and Asset Protection, Wealth Creation and Preservation are all elements of a single concept we refer to as Lifestyle Protection Planning (the Plan). Income is the driving factor f...”
In Business Since 2014
Serving Belleville Area
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Steve Syrett, Financial Planner

Steve Syrett, Financial Planner

(3)
Health Insurance, Life Stages, Business
“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.”
In Business Since 2017
Coupons & Offers
Freedom 55 Financial, 623 Fortune Crescent Suite 300, Kingston, ON K7P 0L5
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Kccu Wealth Solutions

Kccu Wealth Solutions

(1)
“They look out for your needs and take care of all of your financial goals!”
In Business Since 2017
795 Gardiners Rd, Kingston, ON K7M 7E6
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Parasol Financial Solutions

Parasol Financial Solutions

(4)
“Shawna is honest, professional and knowledgeable!”
In Business Since 2019
Free Initial Consultation
Transparent Fees & Pricing
820 Development Dr, Kingston, ON K7M 5V7
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Michael McKale BA, Pfp, CFP Parasol Financial , Investa

Michael McKale BA, Pfp, CFP Parasol Financial , Investa

(4)
“Thank you Mike, Cindy and Barb for going the extra mile!”
In Business Since 2019
Free Initial Consultation
Transparent Fees & Pricing
820 Development Dr, Kingston, ON K7M 5V7
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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
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Average Cost $3679
Minimum cost $1227
Maximum cost $10424
Avg Per Hour Rates $368

Fair range $2453 to $6745 is based on 403 cost profiles.

Why these companies made our list

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