Cambridge, ON

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Cambridge, ON
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Best Financial Advisors in Cambridge, ON

The highest-rated Financial Planning & Wealth Management companies out of 62 vetted & reviewed in the Cambridge area.

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Elliott Financial Consultants

Elliott Financial Consultants

(1)
“He listens to us and then creates a financial plan that suits our family.”
20 Bella St, Cambridge, ON N3C 2M7
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Accotax CPA Professional Corporation

Accotax CPA Professional Corporation

(44)
Financial Advisory Services, Bookkeeping, Accounting
“Very professional and awesome experience working with Pushpinder and his team for all accounting services for business and personal including bookkeeping, payroll and tax filings.”
Free Initial Consultation
900 Jamieson Pkwy Unit 12, Cambridge, ON N3C 4N6
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Gateway Tax & Financial Services

Gateway Tax & Financial Services

(29)
Insurance, Mortgages, Tax Returns
“My mom passed last year and they were very empathetic and made me aware of what I was eligible to claim regarding my taxes as I was a primary caregiver at my home.”
65 Cambridge St, Cambridge, ON N1R 3R8
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Davlyn Financial Services

Davlyn Financial Services

(26)
Estate Planning, Retirement Income Planning, Insurance
“David was able to help me invest my money with ease, he simplified things well for me to understand and were always honest with the ups and downs of investing.”
In Business Since 2008
1730 Bishop St N #3, Cambridge, ON N1T 1N5
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Vancea Financial Group

Vancea Financial Group

(28)
  • Advice
  • Family
  • Goals
“My husband and I have been investment clients of Vancea Financial Group, specifically with Dino Ferrera, for many years now after leaving CIBC due to constant personnel switches.”
In Business Since 2006
70 Cooper St, Cambridge, ON N3C 2N4
Featured

Meet Alyson! She joined Vancea Financial Group in 2011, first as an assistant to Mike Vancea, and later transitioning to an advisor. In 2023 she passed her Qualified Associate Financial Planner exam, and is currently working toward her Certified Financial Planner designation. Alyson began her career in finance and investments over twenty-five years ago, after completing a BA and MA in Canadian History at the University of Victoria. 😀nnAn active volunteer in her community, Alyson has a special interest in arts and heritage, and has served on many boards and committees. From 2010 through 2018 Alyson served as Trustee for the City of Stratford on the Avon Maitland District School Board. Her current volunteer commitments include the boards of Professional Artists Lodge (PAL) and INNERchamber, as well as several social justice causes. In 2019 Alyson began to study Martial Arts with Foley's Family Karate. She currently holds the rank of Yonkyu (Purple belt), and is working towards a Black Belt.🥋nnShe lives in Stratford with her partner, Mark. Their children are now all adults, and they were excited to welcome their first grandchild in 2022.

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Arete Financial

Arete Financial

(31)
  • Goals
  • Financial Advisor
  • Knowledge
“As an Estate Planning lawyer, I have known many financial planners, but I am truly impressed by the skills and acumen which Rav exercises in ensuring that his clients' objectives and needs are met.”
CFP Certified
310 Queen St W, Cambridge, ON N3C 1G7
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Biggerpiggybank.com

Biggerpiggybank.com

(10)
Mortgage Renewals, Debt Consolidation, First Time Home Buyers
“Peter has always been such a pleasure to deal with, he's professional, timely and always does what's best for the clients current and future financial needs.”
In Business Since 2009
Transparent Fees & Pricing
141 Ainslie St N, Cambridge, ON N1R 3P4
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Steenbergen Financial Services

Steenbergen Financial Services

(1)
“I have worked with Bill Steenbergen for more than 10 years in both personal and corporate level, health, travel, company benefits etc, Bill is very professional and knowledgeable, one of the bests in the business.”
2 Water St N, Cambridge, ON N1R 3B1
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Pinnacle Consultants

Pinnacle Consultants

“From their early years specializing in SR&ED, Pinnacle Consultants Inc. (PCI) has gained an enviable reputation for preparing strong, detailed, scientific reports that are integrated with solid financials. For over two decades the Pinnacle team has s...”
In Business Since 2004
34 Water St N, Cambridge, ON N1R 3B1
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Steward Group

Steward Group

(2)
“I spoke with Andrew and Alex and they were both kind, good natured and gave great advice to help me reach my goals for me and my family.”
Family Business
135 George St N #203, Cambridge, ON N1S 5C3
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BJK Financial Group / Investia Financial Services

BJK Financial Group / Investia Financial Services

Insurance Analysis, Retirement Planning, Portfolio Analysis
“Sit down with our advisors and we can discuss how to plan your estate to mitigate or possibly even eliminate any probate fees on your estate. The earlier we talk, the better, but we can help at any stage. Just don't leave it too long, if you die with...”
Transparent Fees & Pricing
310 King St E unit c, Cambridge, ON N3H 3M8
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Bradley Financial

Bradley Financial

(1)
“I would not hesitate to recommend Bradley Financial to anyone looking for investment, estate planning or life insurance guidance/advice.”
Free Initial Consultation
1315 Bishop St N Suite 170, Cambridge, ON N1R 6Z2
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Kinzie Financial Services

Kinzie Financial Services

“The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their ...”
In Business Since 2015
Free Initial Consultation
25 Struck Ct #6C, Cambridge, ON N1R 8L2
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Cowan Asset Management

Cowan Asset Management

Manufacturing Insurance, Transportation Insurance, Not-For-Profit
“Protect your people, customers, the things you own and your revenue. Combine Group Benefits and custom insurance needs with Cowan and save.”
705 Fountain St N, Cambridge, ON N1R 5T2
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Bigger Piggy Bank Wealth

Bigger Piggy Bank Wealth

“We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about financial planning, the more likely you are to reach your financial goals, and we're here to help you do that...”
In Business Since 2018
Free Initial Consultation
574 Champlain Blvd, Cambridge, ON N1R 7V2
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Silver Compass Financial

Silver Compass Financial

“We provide customized solutions that consider your complete financial picture on an independent basis to enable you to make well-informed financial decisions. You can expect us to be professional and interested in every aspect of your life because yo...”
Free Initial Consultation
55 Ainslie St N, Cambridge, ON N1R 3J3
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Bradley Gaskin Marshall Financial Services Limited

Bradley Gaskin Marshall Financial Services Limited

“Providing security and protection for employees is a critical component in maintaining the health and prosperity of any business. Through the Cambridge Chamber of Commerce, member companies have the opportunity to offer one of the most comprehensive,...”
In Business Since 1998
18 Cambridge St, Cambridge, ON N1R 3R7
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Stewart Financial Services

Stewart Financial Services

“You are parents with young adults who need your help to navigate through this world of expensive education, ridiculous home prices and difficult job markets; you are empty-nesters taking a breath, discovering that you have saved $5 by age 50 with ret...”
In Business Since 2017
Franklin Office Suites, 800 Franklin Blvd Building C, Unit 9-10, Cambridge, ON N1R 7Z1
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Cole Gary Financial Services

Cole Gary Financial Services

Types of Investments, Mutual Funds, Investment Accounts
“Like the cube, proper portfolio construction requires forethought, dedication and practice. Each, and every move affects the other components. Unlike the cube however, portfolio construction also requires education, a determination to stay current on...”
In Business Since 1999
123 Wallace Dr, Cambridge, ON N1T 1K7
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Northbridge Consultants

Northbridge Consultants

“Domestic and international competition is forcing Canadian businesses to develop new or improved products, increase productivity and expand sales in global markets. Financing for innovation or growth has always been a challenge for many companies in ...”
In Business Since 2002
100 Pinebush Rd, Cambridge, ON N1R 8J8
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Noble Wealth Financial

Noble Wealth Financial

(4)
  • Team
“So happy to have found such a great team to help me reach my financial goals.”
Family Business
In Business Since 2010
Free Initial Consultation
123 Pioneer Dr unit 208, Kitchener, ON N2P 2A3
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Opus Wealth Advisors

Opus Wealth Advisors

(6)
  • Team
“As clients for over 25 yrs, we're still continually impressed by and grateful for the impeccable level of client care and expertise we get from the entire team at Opus Wealth Advisors.”
In Business Since 2014
745 Bridge St W Unit 3, Waterloo, ON N2V 2G6
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GE Solutions

GE Solutions

(3)
“Great accountant had him for years excellent great guy”
14 Peachwood Ave, Kitchener, ON N2B 1S9
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Grey Silo Wealth

Grey Silo Wealth

(1)
“Wonderful service!”
155 Frobisher Drive J-103 & J-104, Waterloo, ON N2V
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Retirement Planning and Investment Management Services in Cambridge, ON Cost Estimates

Minimum cost
$1240
Maximum cost
$10538
National Average
$3720
Avg Per Hour Rates
$372
$2480
$6819
Typical price range is based on 494 cost profiles
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Average Cost $3720
Minimum cost $1240
Maximum cost $10538
Avg Per Hour Rates $372

Typical range $2480 to $6819 is based on 494 cost profiles.

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Wealth Management Advisors near Cambridge

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