Penmore Financial Group
“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.”
Best Financial Advisors in Concord, ON
24 firms listed · 9 in Concord · 1 open 24/7 · 3 open weekends · 21 rated 4.5+
Data verified October 21, 2026
Kapur Financial Group
“They will help you understand about the mortgage market and they are knowledgeable in what they do.”
Brash Financial
“Great service, very reasonable pricing, very creative solilutions to personal and corporate polices and saving programs.”
Litvin Muir
“Brian and team are second to none when it comes to customer service and helping their clients maximize any missed opportunities.”
Sage Advisory Corp
Greenview Financial Centre
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
9 of the 24 firms we list are based in Concord; the other 15 serve Concord from towns including Markham, North York and Richmond Hill. 22 of the firms on this page have a rating, from 3.4 to 5.0 across 2,617 reviews; 15 have 50 or more reviews and 21 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "patient", "knowledge" and "understanding". 1 is open around the clock; 3 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are retirement planning (3), bookkeeping (2), estate planning (2), investments (2) and mortgages (2). Domain records put 8 websites of the firms on this page at ten or more years old; the oldest dates from 2002. 1 offers urgent consultations; 1 offers remote or virtual consultations; 6 offer a free initial consultation and 2 are family- or locally-owned. We have a website on file for all 24 of the firms on this page; 18 publish a contact page; 22 list a public email and 7 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?
7 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.
Budovitch Legacy Planning
Custom Financial Services
Vision Financial Partners
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Objective Financial Partners
“I was very impressed with how thorough he was when going over our financials, asking several questions in order to cover all the bases and make sure there wouldn't be any stones left unturned when planning for our retirement.”
AMR Services
“Angela and her team at AMR services were able to complete my request in a thorough and timely manner.”
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Grant Matossian, Cga, CFP
“His guidance and advice is always clear, and he puts himself in my shoes.”
Alpha Oasis
“Alpha Oasis is handling my taxes from last 15 years and keep continuing with them.”
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Awealth
“Andrei has constructed an investment portfolio for our TDSA and RRSP accounts that is outperforming the benchmark.”
Merrick Financial | Advice Only Financial Planners
“Thanks to Chris' meticulous attention to detail and deep understanding of everything financial we now feel our assets are well managed.”
Vertical CPA / Taxhelp.ca
“He also did an excellent job at the end of fully explaining the assessment in a way that was very easy to understand.”
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Ai Financial
“As a long-term customer, I am deeply impressed by the professional, reliable and efficient service of Hengyi Investment.”
Flatiron Wealth Management
“Always keeping on top of my portfolio both short term and long term and offering the best options and tools available in the industry.”
Vida Financial Group
“As an advisor, Michael empowered us to make an educated and informed decision rather than simply telling us what to do.”
CFS Wealth Management
“Went through a couple year ordeal for my union pension, Mark was there everytime I contacted him.”
Armen Martirosyan
“He is very respectful, attentive, always willing to explain things thoroughly and responds quickly when called.”
Andreoli Financial Services
“He took the time to understand our financial situation, goals, and risk tolerance before crafting a plan that suits our lifestyle.”
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Novel Wealth
“It is very important to feel comfortable to have professional and trustworthy people manage your money and give you proper Tax advise on your hard earned money and that's what you will get dealing with Novel Wealth.”
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Aaron Wealth Management
“He spends whatever time necessary to go over our action plans and put my illogical worries behind.”
Why these companies made our list
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