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Velvet Financing
“Excellent place to go when everyone else turns their back on you due to tough situations that have happened like Covid.”
Best Financial Advisors in Chatham, ON
The highest-rated Financial Planning & Wealth Management companies out of 59 vetted & reviewed in the Chatham area.
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Daniel E. Loney, Cpa, CA
“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”
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Balance Wealth Management Group
“Balance Wealth provided me with a life insurance policy to secure my business acquisition financing.”
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Harbour Planning Group
“Hpg is an independently owned financial planning firm located in the heart of Chatham, Ontario. Our team is dedicated to building genuine, long-lasting relationships with clients. We strive for our clients to understand their financial situation so t...”
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Optimize Wealth Management
Financial Planning, Loans & Mortgages, 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...”
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Maple City Financial
“Amazing people Faith in humanity reinforced”
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Utley Financial Group
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Toma Accounting
- Future
- Entrepreneurs
- 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.”
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MBI Financial
Investments, Clients With Disabilities, Education Planning
“Great personal attention and expertise to set up a TFSA.”
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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...”
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Moe Mailloux Financial Services
“Go see Evan — best guy, and he can take care of whatever you need.”
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Haldenby Financial Group - Investia Petrolia
Becoming A Client, Products and Investments, Wealth Plan
“Have my grandchildren's education account with this company.”
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Financial Planner at BMO
“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.”
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Choice Wealth Management
- 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.”
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Horizon Financial Group
Employee Benefits, Critical Illness, Executives
“Go the distance to ensure you leave with a solid understanding of where your money is going.”
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Jeff Krieger
- Home
- Stress
- Information
“This is not the first time that Jeff has helped us with the process of approval or renewal, it's always an easy process as he takes care of every single detail and answers all our questions in a timely manner.”
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Mortgage Intelligence - Rasha Ingratta & Associates
- Rate
- Compassion
- Business
“Marie Pellegrino not only went the extra mile to ensure we got the best rate possible for my wife and I, but she always took the time to make sure our questions were answered and explained what our options were every step of the way from pre-approval...”
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Wharncliffe Auto Group
- Finance
- 5 Star Dealers
- Family
“Had a easy time with the sales team.”
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Pedlar Financial - Sterling Mutuals
- Investor
- Intelligent
- Markets
“Amazing service provider and great person to work with if your wanting to invest with someone I highly recommend Pedlar Financial Positive Responsiveness, Quality, Professionalism, Value”
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Gary Corriveau, CFP
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.”
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Mortgage Architects - Dan Balch & Associates
Renewing/Transferring Your Mortgage, Refinancing, Mortgage Calculator
“First I wanted to say huge thank you to Dan Balch “the mortgage man” for helping us through the mortgage process.”
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The Tax Stop
- Priced
“It was nice to speak to an actual accountant rather than them being hidden in the back like at most other places.”
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Ford City Financial
Bookkeeping, Small Business, CRA Account Management
“Always a pleasure to deal with and very helpful and informative and great customer service.”
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Van Alphen Associates and
- Business
“Very responsive and professional in their business approach”
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
Why these companies made our list
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