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Services Financiers BMA
“With the help of BMA, we defined achievable goals both personally and in business.”
Best Financial Advisors in Chambly, QC
The highest-rated Financial Planning & Wealth Management companies out of 65 vetted & reviewed in the Chambly area.
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Investissement KM
“The owner is very human, smiling, polite, if you wish to invest your agent, or other projects, this man has the required professional qualities and professional training.”
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Myriad Private Wealth With Ia Private Wealth - Joseph Alfie
Corporate Planning, Retirement Planning, Investment Planning
“Not only is he able to present to them the right solution for their needs, he is extremely knowledgeable about changes in the economic environment and keeps me updated on a consistent basis.”
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Sekure Payment Experts
“Amanda Jessica Motter is my POC at Sekure merchant service and she is very excellent and always trying to help customer with loyalty, patients and with low cost.”
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Stratéginc Groupe Financier
- Meeting
- Trust
- Planning
“I wanted to take a few minutes to write to you about how Pascal Dion was able to listen to me and advise me to develop my investments, thank you very much.”
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Émergence Cabinet de Services Financiers Inc.
- Financial
- Explanation
- Sympathetic
“Thank you Keven, thank you for everything I enjoyed working with you it was a real pleasure knowing you, thank you again for the help you gave me I really appreciate it.”
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Rothenberg Wealth Management
- Google Account
- Business
- Patience
“Mylène was very informative and helpful as she took the time to explain each investment in my portfolio and the best strategies that I can benefit from.”
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Taco Finance
- Quality
- Knowledge
- Reality
“) in order to improve my finances with the best means for me and they took the time to explain everything to me in detail to be sure that I don't miss anything.”
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Finexia
Aspects Juridiques, Succession, Placements
“I highly recommend Finexia for their expertise, their professionalism, their ability to develop personalized financial strategies and their human side.”
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Lacasse Financial Services
- Monetary Investment
- Questions
- Trust
“Following this collaboration, I decided to entrust him with the financial planning of my business and I am very satisfied with the performance and the services provided.”
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Services Financiers Avie Financial Services
- Heart
- Questions
- Professionalism
“She helped me throughout the whole mortgage application process, she always works in her customer's interest to find the best deal on the market, it is really a pleasure to work with Aliona.”
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Mathieu Marcil, Pl.fin.
Planification Pour Entreprises, Tarification, Planification Financière
“Exceptional quality as far as I'm concerned - he knows his field well and will be able to offer you advice that matches the specifics of your financial situation.”
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TÙS Gestion de Patrimoine
- Adaptive Expertise
- Future
- Merger
“If you are looking for an advisor who listens, who is professional and who really cares about your development, look no further, Enrique is the advisor you need!”
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Reei.ca
- Disabled
- Children
- Empathy
“It was exceptional, very satisfactory customer service +++”
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Services Financiers Conseils J & M Inc
- Family
- Interest
- Hands
“Excellent service, attentive to our needs with excellent advice, all with professionalism and respect for the customer Positive Responsiveness, Professionalism”
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Mylène Lapointe - Planificateur Financier Indépendant
Investissements et Retraite, Coach Financier, Optimisation Financière
“Mylène is always available to answer questions, she is extremely keen to help me set goals and above all she always has good advice on how to achieve them.”
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DV Consultation S.e.n.c.r.l
Plan D'affaires et Budget, Évaluation D'entreprises, Modélisation
“Thanks to his listening and good advice, Guillaume was able to answer my questions and guide my file.”
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Gestion de Patrimoine Villeneuve
Immobilier, Planification de la Retraite, Assurances
“Although this was only the free preliminary meeting, he took the time to answer all my questions, in clear and simple language and even showed me tools that I did not know (for taxes and for make a personal budget).”
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AEC Financial Group - National Bank Financial
- Finances
- Team
- Professional
“Professional team that not only takes the time to listen to your financial needs but goes above and beyond to make sure you are truly part of the decision making process!”
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Lumos Services Financiers
- Insurance
- Monetary Investment
“I purchased my life insurance policy with Lumos in addition to letting them manage my personal investments and I am very satisfied with the results and the service provided, a modern and professional team.”
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ImpÔt MontrÉal - DG
- Price
“He was also patient and educational (we had a lot of questions from beginners because we were first time in Quebec) and his relevant advice allowed us to optimize our tax return.”
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Les Services Financiers Dupont
Tax-Efficient Strategies, Investments Strategies, Investment Accounts Held by Corporations
“He takes good care of his customers.”
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Deslauriers Groupe Financier
- Elle
- Service
- Understanding
“Excellent service, always available and easy to reach.”
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Unia Finances Inc.
- Insurance
- Reality
- Service
“Unia Finances is a service with committed, dynamic people with the constant concern for a personalized and human approach for each client or group of people.”
Retirement Planning and Investment Management Services in Chambly, QC Cost Estimates
Minimum cost
$1213
Maximum cost
$10311
National Average
$3640
Avg Per Hour Rates
$364
$2426
$6672
Typical price range is based on
288 cost profiles
Why these companies made our list
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