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Halifax Debt Freedom
- Team
- Consumer
- Meeting
“I know it's going to take some time to finish paying off our debts but the good thing is we can finally start over and handle our finances better now.”
Best Financial Advisors in Dartmouth, NS
The highest-rated Financial Planning & Wealth Management companies out of 33 vetted & reviewed in the Dartmouth area.
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Solveyourdebts.com
“They helped me pay down my debt, while giving budgeting advice the whole way.”
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Wiltshire Financial Management
- Insurance
- Financial Advisor
- Retired
“I believe we are more than just names to Doug (he has taken the time to really get to know us) and I would recommend him to anyone needing financial planning.”
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Allan Marshall & Associates
- Well-Being
- Afraid
- Company
“Excellent Customer Service from Reception and on to Trustee, Brenda Wood, she went above and beyond to assist me I would definitely recommend your company.”
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Damsel Financial Coaching
- Employment
- Feel
- Expenses
“I am a very anxious person when it comes to finances but she made me feel safe, not judged and provided a space for me to share without going into too much personal stuff.”
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Atlantic Wealth Management Limited
What We Deliver, How We Do Things
“What impressed me the most was their ability to tailor a comprehensive wealth management plan specifically to my needs and future goals (house purchase)!”
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Mercier Mediation & Financial Services
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The Moore Wealth Group
- Investments
“When I started my own company in 2011, I turned to Dave Moore and The Moore Wealth Group for his services to help set up my company's health plan, disability and life insurances.”
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First Wealth Advisors
“I learn so much when I work with them and they have helped me increase the fuel to my wealth building fire.”
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Foxgrove Benefit Consulting
“Foxgrove Benefits Consulting provided me with the expertise I needed, and came back with an outstanding insurance portfolio addressing all of my personal and business needs. In a very short time later, Foxgrove Benefits Consulting proved itself again...”
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SBW Wealth Management
“Q Wealth is a partnership that is owned by its partners, including SBW Wealth Management. As a client of Q Wealth, you may receive services from both Q Wealth and SBW Wealth Management. Note that individuals from SBW Wealth Management will only provi...”
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R&R Wealth
“We provide outstanding expertise to help our clients create and protect their personal wealth, and help them to distribute it wisely. Our clients value our personal approach and decades of experience while enjoying the benefits of working with some o...”
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Theriault Financial
Individual Insurance, Overview, Business and Commercial Insurance
“Theriault Financial,wasrecognized in September, 2022 as Sales Volume Excellence Runner Up from among national 350 agencies for the Chambers of Commerce Group Insurance Plan ®.”
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IPC Investment Corporation - Gary Fortune
Calculators, Private Wealth, Responsible Investing
“We are an advice based wealth management firm that provides highly personalized financial planning services to individuals, families, and business owners. Our philosophy embraces an always-on approach to nurturing client relationships and helping our...”
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Control and Compound Financial
“I have heard of this topic (high cash value life insurance) before but could never really fully understand it. With this book I finally feel like I could explain it to others. It clearly lays out what it is, why you should have it and most importantl...”
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Starboard Wealth Planners
Investments, Insurance, Retirement
“I have felt my needs are met, and I have full trust in Laurie and her team.”
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Gordon Stirrett Wealth Management
- Confidence
- Second Opinion
- Options
“I was recently offered a retirement package and Gordon's team provided a complete analysis of my financial position and prepared a detailed plan for retirement.”
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Eastport Financial Group
- Passion
- Knowledge
- Understand
“I choose to work with Jonathan & his team at Eastport Financial as they share our values of valuing 'long term relationships' over 'short term profits'.”
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Wealth Creation Made Simple
- Future
- Products
- Family
“Everything was explained very well, they care about you as a person and a customer, and I felt much more secure about my financial future by the end of my appointment.”
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Trinity Wealth Partners
- Family
“I highly recommend this business as I have done many times in the past to family and friends.”
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Worthy Financial
Financial Coaching, Online Financial Planning, I Want To Be A Homeowner
“Worthy Financial not only helped me with all of the above but also helped me save a lot of money on my fixed monthly expenses without having to make any lifestyle changes!”
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Healy Financial Planning
“Just finished our (not quite annual) review and am impressed with the organization (of our data), the information given, the full presentation and the follow up from the Healy staff.”
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National Wealth Management
Group Benefits, Banking, Life Insurance
“Initially meeting in person at least three times a year we have been able to meet on-line in a comfortable manner.”
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Himmelman & Associates Financial Advisors
- Team
“I have been working with Brian as my personal financial planner for the past 15 years and I find his professionalism, knowledge and enthusiasm unmatched.”
Retirement Planning and Investment Management Services in Dartmouth, NS Cost Estimates
Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on
446 cost profiles
Why these companies made our list
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