Concord, ON

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Concord, ON
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Best Financial Advisors in Concord, ON

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

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Kevin Moniz Financial Advisor

Kevin Moniz Financial Advisor

(28)
  • Meeting
  • Understand
  • Plan
“He made it incredibly easy to set up my insurance and for someone just starting off he was patient and very through in helping me understand what I was looking at.”
In Business Since 2018
200-7077 Keele St, Concord, ON L4K 0B6
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Dankanych Law Group

Dankanych Law Group

(22)
  • Firm
  • Office
  • Family
“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
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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
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Rain Finance

Rain Finance

(7)
Group Benefits, Investments, Financial Planning
“Zach has been extremely helpful in going over and setting up my financial goals, reviewing my current spending patterns and transferring RDSP/RRSP funds.”
In Business Since 2021
7077 Keele St Unit 200, Concord, ON L4K 0B6
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Penmore Financial Group

Penmore Financial Group

(31)
  • Questions
  • Family
  • Options
“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.”
8800 Dufferin St, Concord, ON L4K 0C5
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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
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Litvin Muir

Litvin Muir

(3)
  • 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
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Fazzari + Partners

Fazzari + Partners

(2)
Forensic Accounting, Valuations, North America Services
“Steve S has been my accountant for over 30 years.”
In Business Since 2010
3300 York Regional Rd 7, Concord, ON L4K 4M3
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Brendan Bawn - Financial Advisor

Brendan Bawn - Financial Advisor

(1)
For Businesses, For Individuals
“He's available pretty much whenever you need him to be and can provide answers within a day.”
In Business Since 2020
7077 Keele St Unit 200, Concord, ON L4K 0B6
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Sen Financial

Sen Financial

(1)
“I had a huge debt and I was very stressed out and then came Sen financial they helped me consolidate my debt and also took out the lien from my property and now I am able to sell my property in the market.”
Free Initial Consultation
In Business Since 2021
344 N Rivermede Rd, Concord, ON L4K 3N2
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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
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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
Featured

Congratulations to our newest Senior Executive Vice Chairman Kimmy Le from Houston, TX. What an achievement due to all of your hard work in the last 25+ years at WSB! The future is bright and we know you and your team will strive to help even more families to become financially literate in the next years and beyond.nn #WSB #financialeducation #SavingYourFuture #WorldSystemBuilder #financialliteracy...

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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
2005 Sheppard Ave. E., Toronto, ON, M2J 5B4
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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
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Doublerock Financial Group

Doublerock Financial Group

“I had a great experience with Peter Viris who helped put together a plan for me and my family.”
Free Initial Consultation
In Business Since 2017
160 Cidermill Ave Unit 10, Concord, ON L4K 4K5
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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
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Northshore Financial & Insurance Services

Northshore Financial & Insurance Services

Investments, Life Insurance
“After pouring your heart and soul into your business, we believe you deserve to keep you and your assets protected at all costs. Whether you're looking into individual or group benefits, we have access to a variety of different products that address ...”
In Business Since 2018
7077 Keele St Suite 200, Concord, ON L4K 0B6
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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
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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
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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
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Life Insurance Pro

Life Insurance Pro

“Insurance can be one of the most valuable and powerful ways to secure a bright future for your family. Whether you're looking to insure yourself for the rest of your life, or just supplement your current employer-sponsored package, we can offer you a...”
In Business Since 2016
128 Adesso Dr #2a, Concord, ON L4K 3C3
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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
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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
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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
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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
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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.

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