Bowmanville, ON

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Bowmanville, ON
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Best Financial Advisors near Bowmanville, ON

1 of these firms is based in Bowmanville; the others serve Bowmanville from towns including Whitby (21 km), Oshawa (13 km) and Clarington (7 km).

1 open weekends · 18 rated 4.5+ · 2 show a licence

Data verified October 16, 2026

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On Point Wealth & Risk Management

On Point Wealth & Risk Management

“Insurance products, including segregated fund policies, are offered through On Point Wealth and Risk Management Inc., and investment Representatives Steve Code, Ben Deith, Chris Stoyko, Stephen Brumm and Peter Killam offer mutual funds and referral a...”
29 Scugog St, Bowmanville, ON L1C 3H7
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Harmer Wealth Management Corp.

Harmer Wealth Management Corp.

(50)
  • Happy
  • Team
  • Feel
“Please, if you are considering refinancing your mortgage, buying a first home, investments, and so on, do not hesitate to contact Chad and his team at Harmer Wealth Management.”
In Business Since 2019
Offers Financing Options
Transparent Fees & Pricing
Licensed
Serving Bowmanville Area
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Financial Planner I B G Financial Corp. I the Max Financial

Financial Planner I B G Financial Corp. I the Max Financial

(43)
  • The Future
  • Family
  • Financial Services
“He takes the time to really know his clients which gives me and my family every confidence that not just our financial goals are well understood but also our comfort level.”
158 Centre St S, Oshawa, ON L1H 4A4
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Larmond Risk Management Insurance

Larmond Risk Management Insurance

(19)
  • Financial
  • Team
  • Family
“I was picking between two brokers and ultimately decided to work with Chad as I felt he would provide me a more comprehensive assessment of my insurance needs, including identifying products and features that I may not be aware of, and I am glad I ma...”
Family Business
187 King St E Suite 101, Oshawa, ON L1H 1C2
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Unique Accounting Services

Unique Accounting Services

(13)
  • Questions
“I quickly learned that Mohamed is very happy to share his knowledge and no matter how busy he is, he always makes the time to talk, always calling me back promptly and we always have a good laugh!”
In Business Since 2015
Free Initial Consultation
909 Simcoe St N #200, Oshawa, ON L1G 4W1
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Johnathan Pollock - Thompson & Pollock Wealth

Johnathan Pollock - Thompson & Pollock Wealth

(11)
  • Advisor
  • The Future
  • Concepts
“My wife and I are so pleased to be dealing with a financial advisor that not only has intense passion for what he does, Johnathan is very good at explaining it to us on our path to a comfortable retirement”
In Business Since 2022
179 King St E Second Floor, Oshawa, ON L1H 1C2
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The 24 firms listed for Bowmanville, 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: Bowmanville, ON

20 of the 24 firms on this page have a rating, from 4.2 to 5.0 across 212 reviews; 1 has 50 or more reviews and 18 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (94%) and quality (79%). 1 is open on Saturdays. 2 show a licence on their websites. 8 have ten or more years of experience, the longest 28 years. 2 offer payment plans; 4 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; 20 publish a contact page; 16 list a public email and 3 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.

Do any financial advisers listed for Bowmanville offer a free first meeting?

4 of the 24 firms listed here offer a free introductory meeting. Expect a conversation about your situation, the firm's approach and its compensation, rather than recommendations. Bring your statements anyway, since it makes the discussion concrete.

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Geraci Financial Group

Geraci Financial Group

(2)
“Tony and his team offer excellent service and are very professional.”
Free Initial Consultation
105 Consumers Dr, Whitby, ON L1N 1C4
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Sage Advice Financial

Sage Advice Financial

(5)
“If you are looking for a mortgage agent who truly cares about her clients and goes above and beyond to help them achieve their homeownership goals, look no further than Missy @ Finance Hero Whitby.”
Licensed
101 Mary St W Unit 101A, Whitby, ON L1N 2R4
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Donald R Dasti & Associates

Donald R Dasti & Associates

(1)
“Great costumer service”
In Business Since 1998
Free Initial Consultation
125 Mary St E, Whitby, ON L1N 2P3
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Inclusive Law Port Perry

Inclusive Law Port Perry

(5)
“Something that lawyers often fall short on as they can be terrific at protecting people legally but it can come at the cost of the relationships involved (be it personal or business).”
Serving Bowmanville Area
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Lake Front Financial

Lake Front Financial

(1)
“Beautiful beach and park”
In Business Since 2010
Free Initial Consultation
737 Stone St, Oshawa, ON L1J 1A4
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KFB Financial Services

KFB Financial Services

(1)
“I recently contacted KFB for financial advice relating to mortgages and debt and the team was extremely helpful and knowledgeable walking me through some options and explaining the pros and cons.”
In Business Since 2005
326 Dundas St E 2nd floor, Whitby, ON L1N 2J1
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The Pension Specialists

The Pension Specialists

(1)
“Went to figure out what to do about investing my pension after my employers went out of business.”
604 Brock St S, Whitby, ON L1N 4K9
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Christopher Simpson, CIM

Christopher Simpson, CIM

(6)
  • Portfolio
  • Results
  • Team
“"This award recognizes and celebrates the new generation of highly motivated and talented young professionals whose drive, dedication, personal and professional qualities and accomplishments have brought distinction to the investment/financial indust...”
66 Baldwin St Suite 204, Whitby, ON L1M 0L6
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The Money Cafe Corporation

The Money Cafe Corporation

“Recommendation Our financial planning decisions are made after we conduct a thorough analysis of our client's financial status. Once this analysis is complete, discussed, and accepted, we move into the product recommendation phase, which is 100% gear...”
306-22 King St W, Oshawa, ON L1H 1A3
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Roche Financial Group

Roche Financial Group

(1)
“But better safe than sorry for accuracy”
15+ Years Experience
946 Simcoe St N, Oshawa, ON L1G 4W2
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Copetti & Co

Copetti & Co

(3)
  • Team
“Professional and knowledgeable Kim and team are always available to help especially coordinating CRA, setting up and managing corporate governance and business financial advice.”
601 Brock St S, Whitby, ON L1N 4L1
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Insch Wealth Management

Insch Wealth Management

(2)
“Jackie and Stephen were incredibly helpful when we needed to coordinate the release of RRSP/investment funds for a down payment on our first home.”
In Business Since 2007
Serving Bowmanville Area
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Ken Huggins

Ken Huggins

(1)
“This is your guy!”
305 Brock St N, Whitby, ON L1N 4H8
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Annex Financial Services

Annex Financial Services

(1)
“Great service.”
326 Dundas St E, Whitby, ON L1N 2J1
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The Living Benefits Group

The Living Benefits Group

“The Living Benefits Group is small enough to deliver personalized attention, yet large enough to serve the complex and diverse needs of our clients through a unique network of knowledgeable and experienced experts in Tax and Estate Planning, Corporat...”
In Business Since 2004
Offers Financing Options
310 Byron St S #4, Whitby, ON L1N 4P8
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Jeff Salter Aligned Capital Partners

Jeff Salter Aligned Capital Partners

“I have been dealing with Greg for many years and very happy with his service.”
In Business Since 2011
Transparent Fees & Pricing
[email protected], 400 Dundas St W Suite 205, Whitby, ON L1N 2M7
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Greg Salter Cfp,rrc Apex Investments

Greg Salter Cfp,rrc Apex Investments

“Dear friends, We hope this letter finds you well. Since our last correspondence, we have witnessed the failure of a few small U.S. banks, including Silicon Valley Bank (SVB) and uncertainty lingers about the U.S. and European banking systems. Some in...”
Transparent Fees & Pricing
400 Dundas St W #203, Whitby, ON L1N 8Y8
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White R J Financial

White R J Financial

(1)
“Great professional and awesome service.”
226 Beatrice St W, Oshawa, ON L1G 7M9
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HomeWealth Management AdvisorsOntarioBowmanville, ON

Retirement Planning and Investment Management Services in Bowmanville, ON Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 395 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 395 cost profiles.

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Financial Advisors near Bowmanville

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