Concord, ON

Popular Cities

Concord, ON
Join as a Pro

Best Financial Advisors in Concord, ON

The highest-rated Financial Planning & Wealth Management companies out of 35 vetted & reviewed in the Concord area.

View Profile
Dankanych Law Group

Dankanych Law Group

(22)
  • Team
  • Office
  • Price
“He is a very resourceful and responsible individual, not only he is very proficient in his field but he is also multilingual and was able to explain everything to me.”
1750 Steeles Ave W #201, Concord, ON L4K 2L7
i
View Profile
Kapur Financial Group

Kapur Financial Group

(1)
“They will help you understand about the mortgage market and they are knowledgeable in what they do.”
Emergency Services
Free Initial Consultation
In Business Since 2014
9131 Keele St, Concord, ON L4K 0G7
i
View Profile
Penmore Financial Group

Penmore Financial Group

(31)
  • Future
  • Family
  • Knowledge
“I left our meeting feeling very well educated on the different types of policies and services available and he recommended what would be best for me long term.”
3301 Langstaff Rd, Concord, ON L4K 4L2
i
View Profile
Brash Financial

Brash Financial

(5)
For Business, Travel Insurance, Segregated Fund Policies
“I find that Miles has a unique combination of a very wide knowledge of products, combined with remarkable people skills that enable great success for his Clients.”
1700 Langstaff Rd Suite 1001, Concord, ON L4K 3S3
i
View Profile
Litvin Muir

Litvin Muir

(3)
  • Company
  • Team
“He has repeatedly shown to be beyond knowledgeable and even passionate about helping companies recover money spent on taxes.”
Free Initial Consultation
30+ Years Experience
1950 Hwy 7, Concord, ON L4K 3P2
i
View Profile
Sage Advisory Corp

Sage Advisory Corp

Testimonials
“At Sage Advisory Corp., we blend time-tested strategies with leading-edge approaches that take advantage of new products, new rules and new thinking. Extensive technical knowledge and fresh creative insight enable us to recommend sophisticated insura...”
In Business Since 2018
1700 Langstaff Rd #1001, Concord, ON L4K 2X2
i
View Profile
Greenview Financial Centre

Greenview Financial Centre

(1)
“This is family business we establish here 2015”
In Business Since 2006
3100 Steeles Ave W #512, Concord, ON L4K 3B8
i
View Profile
Jess Saunders: Mortgage & Financial Services

Jess Saunders: Mortgage & Financial Services

(6)
“Unlike other agents, in our industry, she always follows-up and on top of everything- which is very important especially when you are dealing with pressing mortgage files.”
Transparent Fees & Pricing
In Business Since 1997
Concord, ON
Featured

🏠🔍 Here are 5 indicators that you might be ready to apply for a mortgage! 🔑nn1️⃣ You have a stable income, a good credit score, and your debt is under control. n2️⃣ You're considering a change, like starting a family or relocating to a new city.n3️⃣ You have long-term financial plans, like building equity or saving for retirement. n4️⃣ You understand your budget and financial priorities. n5️⃣ You're fed up with rent hikes and dealing with landlords. nn🔥 If these points sound like you, it might be time to start the mortgage application process! Reach out to your Mortgage Alliance Professional today to find the best mortgage for your needs.

i
View Profile
Raptor Financial Group

Raptor Financial Group

“Raptor Financial team was extremely helpful in purchasing the necessary equipment for my job. With such low interest rates, I was able to complete my financing quickly and without any issues. As an outcome, I would recommend Raptor Financial Group be...”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2021
60 Pippin Rd, Concord, ON L4K 4M8
i
View Profile
Brendan Bawn - Financial Advisor

Brendan Bawn - Financial Advisor

(5)
  • Needs
  • To Choose
  • Financial Planning
“Brendan brings a wealth of knowledge at his disposal along with experience from working with industry workers in my field to choose the right services that suit their needs.”
7077 Keele St Unit 200, Concord, ON L4K 0B6
i
View Profile
MB Financial

MB Financial

“Past providers lack of sincerity made it difficult to trust them, their lack of clarity made it difficult to understand what I was investing in, and their lack of prompt service made it difficult to get answers to my questions. MB Financial is differ...”
Family Business
In Business Since 2016
128 Adesso Dr, Concord, ON L4K 3C3
i
View Profile
Sterling Mutuals

Sterling Mutuals

Insurance, Income Tax, Retirement
“DEVELOP A PLAN AND MAKE THE CHANGES IN YOUR LIFE HAPPEN. IMPLEMENT, MONITOR AND REVIEW”
100 Bass Pro Mills Dr, Concord, ON L4K 5X1
i
View Profile
Custom Financial Services

Custom Financial Services

Retirement Planning, Insurance Solutions, Investments
“Custom Financial Services Inc. 8760 Jane St., Suite 306A Concord, Ontario   L4K 0E8”
8760 Jane St Suite 306A, Concord, ON L4K
i
View Profile
Budovitch Legacy Planning

Budovitch Legacy Planning

“A big part of our success comes from the rapport we've built with clients and our Concierge Service, which provides a personal level of service and analysis that simplifies a world where one wrong move could cost you millions. We will verify your inv...”
Family Business
1700 Langstaff Rd Suite 1001, Concord, ON L4K 3S3
i
View Profile
Marric Financial Services Corp.

Marric Financial Services Corp.

“At Marric Financial, we recognize that many small firms and individual business owners can save money by partnering with a well-trusted financial services firm.”
In Business Since 2015
160 Cidermill Ave Unit 10, Concord, ON L4K 4K5
i
View Profile
Vision Financial Partners

Vision Financial Partners

“For over 30 years, our approach of partnering with insurance and investment advisors has empowered them to offer a second opinion on their complex cases, build custom solutions for their corporate and high net worth clients, and collaborate with acco...”
1700 Langstaff Rd Suite 1001, Concord, ON L4K 3S3
i
View Profile
Blumenfeld Woznica & Co

Blumenfeld Woznica & Co

Wealth Management, Condominiums, Medical Practices
“Our Firm Client services at Blumenfeld Woznica & Co.are completedwith a tailored approachby the firm'shighly experienced partners and managers. Acrossall levels, we work with you to understand your unique situations and regulatory requirements.With a...”
Transparent Fees & Pricing
3+ Years Experience
3300 Steeles Ave W, Concord, ON L4K 2Y4
i
View Profile
Wallach Professional Corporation

Wallach Professional Corporation

“Established in 1990 as Wallach & Associates, our commitment was to provide our clients with a broad range of high quality accounting services. Today our name may have changed, but our philosophy has remained the same.”
In Business Since 2004
150 Spinnaker Way, Concord, ON L4K 4M1
i
View Profile
Alpha Oasis

Alpha Oasis

(50)
  • Questions
  • Family
  • Financial Services
“Bose and her team have always been quick, responsive and havr helped education over the past 20 years to be better informed of my financial and insurance needs.”
Free Initial Consultation
In Business Since 2002
304-80 Corporate Dr, Scarborough, ON M1H 3G5
i
View Profile
Sawaya CPA - Tax & Accounting Services

Sawaya CPA - Tax & Accounting Services

(50)
  • Corporate
  • Information
  • Tax Return
“They were not only able to consult with me the day of my inquiry, but also able to deliver information in a way that I was able to process as someone who has little to no understanding of accounting.”
Free Initial Consultation
4141 Yonge St #302, North York, ON M2P 2A8
i
View Profile
Kothai Accounting l Accounting and Advisory Services

Kothai Accounting l Accounting and Advisory Services

(38)
  • Pricing
  • Gentleman
  • Knowledge
“He patiently answered all my tax questions and went above and beyond in making me understand the entire process as well as educating me on a few concepts.”
In Business Since 2020
7205 Goreway Dr B2, Mississauga, ON L4T 2T9
i
View Profile
Amlb Cpas and Consulting

Amlb Cpas and Consulting

(26)
CFO Advisory, Financial Planning, Doctors & Dentists
“Lastly, Ally provides REAL insights into my business financials and makes pertinent recommendations about running a leaner and more profitable business.”
Remote Consultations Available
Serving Concord Area
i
View Profile
Wealth & Estate Financial Canada

Wealth & Estate Financial Canada

(30)
  • Insurance
  • Knowledge
  • Family
“If you want the best consultancy advise for your queries regarding insurance, wealth , financial control and growth for your savings, you must visit wealth and estate and talk to Seema Sharma.”
In Business Since 2017
218 Export Blvd Suite 411, Mississauga, ON L5S 0A7
i
View Profile
Flip My Life

Flip My Life

(26)
Insurance, Investments, Business Financial Planning
“Sarah's expertise, professionalism and her honest opinion on various services and products is the reason why I have been doing business with her for years.”
In Business Since 2018
95 Mural St 6th Floor, Richmond Hill, ON L4B 3G2
i

Retirement Planning and Investment Management Services in Concord, ON Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Average price range is based on 533 cost profiles
Embed on your site

Your Embed Code

Click to copy
Successfully copied!
Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Average range $2000 to $5500 is based on 533 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?

Wealth Management Advisors near Concord

Popular in Concord

, ON
Back To Top