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Dankanych Law Group
- 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.”
Best Financial Advisors in Concord, ON
24 firms listed · 16 in Concord · 1 open 24/7 · 5 open weekends · 14 rated 4.5+
Data verified October 18, 2026
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Kapur Financial Group
“They will help you understand about the mortgage market and they are knowledgeable in what they do.”
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Penmore Financial Group
- 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.”
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Brash Financial
- Knowledge
“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.”
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Litvin Muir
- Company
- Team
“He has repeatedly shown to be beyond knowledgeable and even passionate about helping companies recover money spent on taxes.”
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Sage Advisory Corp
“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...”
The 24 firms listed for Concord, 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: Concord, ON
16 of the 24 firms we list are based in Concord; the other 8 serve Concord from towns including Brampton, Etobicoke and Markham. 15 of the firms on this page have a rating, from 4.0 to 5.0 across 937 reviews; 7 have 50 or more reviews and 14 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (93%), quality (74%) and responsiveness (74%). The topics that come up most in reviews of the firms on this page are "knowledge", "efficient" and "expertise". 1 is open around the clock; 5 are open on Saturdays and 3 on Sundays. 1 shows a licence on its website. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers urgent consultations; 1 offers remote or virtual consultations; 3 offer payment plans; 3 offer a free initial consultation and 2 are family- or locally-owned. We have a website on file for 23 of the firms on this page; 22 publish a contact page; 20 list a public email and 2 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Concord take financial planning bookings online?
2 of the 24 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.
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Greenview Financial Centre
“This is family business we establish here 2015”
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Jess Saunders: Mortgage & Financial Services
“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.”
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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...”
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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...”
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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...”
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Custom Financial Services
“Custom Financial Services Inc.
8760 Jane St., Suite 306A
Concord, Ontario
L4K 0E8”
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Sterling Mutuals
“DEVELOP A PLAN AND MAKE THE CHANGES IN YOUR LIFE HAPPEN. IMPLEMENT, MONITOR AND REVIEW”
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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.”
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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...”
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Blumenfeld Woznica & Co
“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...”
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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.”
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Steve Welker and Company
- Sleep
- Feel
- Call
“Your company is a lifesaver and I know you're going to help many many people and I still hope that I'm one of the ones that can go to the end and have a good outcome.”
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DLC - Team Mortgage Assurance
- Mortgage Industry
- Knowledge
- Success
“I'm able to close my first deal with in first month with the support and knowledge shared by Ram…All the best to Ram, Rabbiya and Mortgage Assurance Team!!!”
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Accountant on Call | Reliable AOC
- Efficiency
- Tax Return
- Financial
“Chirag's attention to detail and thorough understanding of tax laws ensure that his clients receive the best possible service and maximize their tax savings.”
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Objective Financial Partners
- Expertise
- Advice
- Decisions
“Andrew got to the point and was succinct with his advice regarding capital gains, RRSP contribution room and how to manage both with respect to the sale of rental property.”
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Tembo Financial
- File
- Sale
- Future
“On two occasions after the sale of our home they helped us receive the financing we needed to push forward in relocating from Ontario to Prince Edward Island.”
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Birdi Chartered Professional Accountant
- Understand
- Communication
- Corporation
“Birdi was instrumental in advising me that relief is available from CRA once (only) under Section 216 returns and he/his firm completed the filing quite professionally.”
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Accounting Plus Financial Services
- Efficient
- Understand
- Price
“Despite having some unique accounting needs, the team at Accounting Plus has consistently delivered excellent, professional service and at a very reasonable cost.”
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
Why these companies made our list
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