Accotax CPA Professional Corporation
“Pushpinder will patiently answer all the questions, queries and take time to think about your needs and address them in the best way possible, giving wise counsel and solid advice.”
Best Financial Advisors in Cambridge, ON
15 firms listed · 14 in Cambridge · 2 open weekends · 8 rated 4.5+ · 2 show a licence
Data verified October 21, 2026
Davlyn Financial Services
“He is very thorough, responds quickly, explains everything at my level and always wants to be sure I understand.”
Arete Financial
“I would never have been able to start my own business if Chris was not in my corner guiding me every step of the way”
VFG Wealth
“Dino, Debbie, and the rest of the staff go above and beyond to establish and maintain personal relationships and trust.”
Gateway Tax & Financial Services
“Had a bit of a mess to sort out, so I called and Rob got me to drop off what I had, and he prepared my returns for me.”
Caissa
“Kevin and his team are second to none and I wouldn't hesitate to recommend them to anyone who is looking for a top notch accounting firm to handle their business needs.”
The 15 firms listed for Cambridge, 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: Cambridge, ON
14 of the 15 firms we list are based in Cambridge; the other one serves Cambridge from Guelph (18 km). 11 of the firms on this page have a rating, from 4.0 to 5.0 across 339 reviews; 2 have 50 or more reviews and 8 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "knowledge" and "communication". 2 are open on Saturdays and 1 on Sundays. 2 show a licence on their websites and 1 lists staff certifications (CFP). Domain records put 8 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers payment plans; 4 offer a free initial consultation and 2 are family- or locally-owned. We have a website on file for all 15 of the firms on this page; all 15 publish a contact page; 9 list a public email and 1 takes 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 Cambridge listed here?
14 of the 15 firms are in Cambridge itself. The rest come from other towns within 20 km. Registration category and provincial coverage matter more than proximity. Distances are straight-line.
Elliott Financial Consultants
“He listens to us and then creates a financial plan that suits our family.”
The Steele Group Financial
“If you're looking for strong financial performance and planning advice that you can count on, the Steele Group is a terrific choice.”
Kinzie Financial Services
“I have been a client at Kinzie for a couple of decades and have always received valuable professional service in management of our investment portfolio.”
Steward Group
“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.”
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Silver Compass Financial
Bigger Piggy Bank Wealth
Bradley Gaskin Marshall Financial Services Limited
Cole Gary Financial Services
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David Pipe
“Super organized, prompt with communication, very supportive in explaining terms and procedures-- a pleasure to work with.”
Why these companies made our list
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