Best Financial Advisors in Chatham, ON

The highest-rated Financial Planning & Wealth Management companies out of 59 vetted & reviewed in the Chatham area.

Daniel E. Loney, Cpa, CA

Daniel E. Loney, Cpa, CA

(1)
Personal Tax, Corporate & Small Business, Financial Planning
“The only part that was a bit complicated was the parking space but that can definitely be ignored thanks to all the other benefits provided”
Offers Financing Options
In Business Since 2001
Remote Consultations Available
192 St Clair St, Chatham, ON N7L 3J6
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Optimize Wealth Management

Optimize Wealth Management

Financial Planning, Insurance, Portfolio Management
“We are the next generation in premier wealth management. We judge our success and value based on how well your financial goals are achieved, not ours, which is clearly shown below by our growth just last year. We provide our clients with personalized...”
In Business Since 2000
403 Queen St #3, Chatham, ON N7M 2H8
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Balance Wealth Management Group

Balance Wealth Management Group

(1)
“Balance Wealth provided me with a life insurance policy to secure my business acquisition financing.”
In Business Since 2016
101 Keil Dr S Unit 4, Chatham, ON N7M 3H2
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Maple City Financial

Maple City Financial

6 Forest St, Chatham, ON N7L 1Z7
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Utley Financial Group

Utley Financial Group

3 William St S #3, Chatham, ON N7M 6B3
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Toma Accounting

Toma Accounting

(30)
  • Small Business
  • Questions
  • Knowledge
“Not only does Steve break it down for me in terms which I can understand, he also outlines various options to consider before outlining which option he believes would work best for my specific situation.”
In Business Since 2022
Serving Chatham Area
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MBI Financial

MBI Financial

(1)
Investments, Clients With Disabilities, Education Planning
“Great personal attention and expertise to set up a TFSA.”
CFP Certified
In Business Since 2015
Transparent Fees & Pricing
Serving Chatham Area
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Tiessen Financial

Tiessen Financial

“Mutual funds are offered through Manulife Securities Investment Services Inc. Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Insurance products and services are offered through Tiessen Financial Services Inc. Ban...”
In Business Since 2014
Serving Chatham Area
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Moe Mailloux Financial Services

Moe Mailloux Financial Services

(4)
“Customer Service is fantastic really can't ask for more.”
In Business Since 2005
Serving Chatham Area
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Financial Planner at BMO

Financial Planner at BMO

(4)
“He provided a great explanation in our recommended strategy to ensure that we both understood the advice and the best steps for our financial situation.”
Serving Chatham Area
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Jeff Krieger - Omac Mortgages

Jeff Krieger - Omac Mortgages

(30)
  • Home
  • Job
  • Knowledge
“My wife and I have worked with Jeff twice now for our purchases and appreciated his knowledge and guidance through the process of obtaining the right mortgage for us.”
Transparent Fees & Pricing
In Business Since 2011
Free Initial Consultation
217 Wharncliffe Rd S 2nd Floor, Unit A, London, ON N6J 2L2
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Mortgage Intelligence - Rasha Ingratta & Associates

Mortgage Intelligence - Rasha Ingratta & Associates

(28)
  • Home
  • Solution
  • Job
“After much thought, we decided to borrow from our mortgage to do some renovations and Rasha was the one to get us a much better interest rate, consolidate any debt, and got us a home equity line of credit for the future.”
Licensed
In Business Since 2006
Transparent Fees & Pricing
Offers Financing Options
3385 Dougall Ave #200, Windsor, ON N9E 1S8
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Choice Wealth Management

Choice Wealth Management

(30)
  • Taxes
  • Understand
  • Investment
“I was anxious at first to be giving my savings 'away' but Matt made me feel extremely safe and secure, I genuinely knew he had my best interest at heart.”
In Business Since 2020
420 Carrie St, Strathroy, ON N7G 3E2
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Pedlar Financial - Sterling Mutuals

Pedlar Financial - Sterling Mutuals

(17)
  • Investing
  • Market
“Through our conversations you can certainly tell he cares about his clients and he's a wealth of knowledge when it comes to the explaining the complex investment markets.”
Transparent Fees & Pricing
In Business Since 2021
443 Exmouth St Unit 5, Sarnia, ON N7T 5P2
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BMO Nesbitt Burns

BMO Nesbitt Burns

(1)
Investment Management and Advice, Banking and Borrowing, Wealth Planning
“Nyc environment”
Transparent Fees & Pricing
Coupons & Offers
In Business Since 1992
Remote Consultations Available
3100 Howard Ave, Windsor, ON N8X 3Y8
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Gary Corriveau, CFP

Gary Corriveau, CFP

(10)
Chip Reverse Mortgage, Insurance, Banking
“Putting these important components in the same place has made them all work together in a more efficient manner to create the stability I need today while saving for tomorrow.”
Free Initial Consultation
In Business Since 2018
1785 Wonderland Rd N, London, ON N6G 5C2
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Fowler Financial Group

Fowler Financial Group

(9)
The Life Balance Program, The Foundation Program
“Barry has always presented the facts in a clear, uncomplicated manner which has allowed us to make the best decisions for our needs based on our level of investments.”
In Business Since 2000
5161 Tecumseh Rd E, Windsor, ON N8T 1C3
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Van Alphen Associates and

Van Alphen Associates and

(3)
“Very responsive and professional in their business approach”
Free Initial Consultation
In Business Since 2021
Locally Owned & Operated
1601 Wyandotte St E, Windsor, ON N8Y 1C8
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Mortgage Network London

Mortgage Network London

(3)
Private Mortgages, Debt Consolidation, Construction Financing
“Roger and Nathan are both very helpful and experienced.”
Offers Financing Options
In Business Since 2018
321 Springbank Dr, London, ON N6J 1G5
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Maclean Investment Group

Maclean Investment Group

(3)
Insurance Solutions, Pension and Retirement Planning, Investment & Portfolio Management
“My wife and I recently updated our life insurance and Josh laid everything out for us and was available anytime we had questions.”
CFP, CFP Certified
In Business Since 2017
Family Business
633 Wellington St, London, ON N6A 3R8
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IPC Investment Corporation - Kelly Ireland

IPC Investment Corporation - Kelly Ireland

(10)
  • Team
  • Taxes
  • Family
“Working tirelessly, day and night, I have heard nothing but great things about this firm; They have been doing my taxes for about 10 years now, and I recommend them to everyone.”
In Business Since 2015
3039 Walker Rd, Windsor, ON N8W 3R4
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The Finucci Janitis Allen Group of RBC Dominion Securities

The Finucci Janitis Allen Group of RBC Dominion Securities

(9)
  • Team
“I was reffered to the Finucci Janitis Group of RBC Dominion Securities by a family member.”
In Business Since 2000
148 Fullarton St Suite 1900, London, ON N6A 5P3
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Creighton & Associates

Creighton & Associates

(4)
  • Family
“Compared to my previous financial planner, David is very approachable and available to provide advice and work for your needs at any opportunity necessary.”
Remote Consultations Available
In Business Since 2017
293 Oxford St E, London, ON N6A 1V3
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Practical Planner - Financial Planning ~ Tax Preparation

Practical Planner - Financial Planning ~ Tax Preparation

(3)
Tax Preparation and Accounting, Financial Planning
“Michael responds promptly to questions via email and diligently asks for information to ensure that the corporative and personal tax returns are filled correctly.”
In Business Since 2017
1570 Adelaide St N, London, ON N5X 2L7
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Retirement Planning and Investment Management Services in Chatham, ON Cost Estimates

Minimum cost
$1237
Maximum cost
$10511
National Average
$3710
Avg Per Hour Rates
$371
$2473
$6801
Average price range is based on 463 cost profiles
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Average Cost $3710
Minimum cost $1237
Maximum cost $10511
Avg Per Hour Rates $371

Average range $2473 to $6801 is based on 463 cost profiles.

Why these companies made our list

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