Best Financial Advisors in Dartmouth, NS

The highest-rated Financial Planning & Wealth Management companies out of 33 vetted & reviewed in the Dartmouth area.

Halifax Debt Freedom

Halifax Debt Freedom

(50)
  • 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.”
Free Initial Consultation
2 Ralston Ave Suite 100, Dartmouth, NS B3B 1H7
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Solveyourdebts.com

Solveyourdebts.com

(2)
“They helped me pay down my debt, while giving budgeting advice the whole way.”
Free Initial Consultation
In Business Since 2001
Licensed, BBB Accredited
Metropolitan Place, 99 Wyse Rd Suite 102, Dartmouth, NS B3A 4S5
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Wiltshire Financial Management

Wiltshire Financial Management

(12)
  • 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.”
237 Brownlow Ave Unit 100, Dartmouth, NS B3B 2C6
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Allan Marshall & Associates

Allan Marshall & Associates

(11)
  • 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.”
Licensed
Evergreen Place, 530 Portland St Suite 208, Dartmouth, NS B2Y 4V6
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Damsel Financial Coaching

Damsel Financial Coaching

(6)
  • 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.”
In Business Since 2018
106 Driftwood Crescent, Dartmouth, NS B2V 1S7
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Atlantic Wealth Management Limited

Atlantic Wealth Management Limited

(1)
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)!”
In Business Since 2006
Metropolitan Place, 99 Wyse Rd unit 1030, Dartmouth, NS B3A 4S5
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Mercier Mediation & Financial Services

Mercier Mediation & Financial Services

Free Initial Consultation
33 Ochterloney St #145, Dartmouth, NS B2Y 4P5
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The Moore Wealth Group

The Moore Wealth Group

(3)
  • 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.”
71 Portland St, Dartmouth, NS B2X 1H5
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First Wealth Advisors

First Wealth Advisors

(1)
“I learn so much when I work with them and they have helped me increase the fuel to my wealth building fire.”
237 Brownlow Ave Unit 100, Dartmouth, NS B3B 2C6
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R&R Wealth

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...”
81 Queen St, Dartmouth, NS B2Y 1G7
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SBW Wealth Management

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...”
In Business Since 2001
88 Slayter St, Dartmouth, NS B3A 2A6
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Foxgrove Benefit Consulting

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...”
In Business Since 2007
CFP, CFP Certified
37 Wentworth St #103, Dartmouth, NS B2Y 2S9
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Davies Accounting & Financial Services

Davies Accounting & Financial Services

“Because of our attention to detail, you won't have to stress over potential inaccuracies or omissions. We can review your internal business processes and recommend ways to improve the efficiency of your current record-keeping procedures. After everyt...”
64 Carnaby Crescent, Dartmouth, NS B2V 2R3
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IPC Investment Corporation - Gary Fortune

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...”
In Business Since 2000
202 Brownlow Ave, Dartmouth, NS B3B 1T5
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Theriault Financial

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 ®.”
In Business Since 2000
157 Wyse Rd, Dartmouth, NS B3A 1M5
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Control and Compound Financial

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...”
In Business Since 2020
237 Brownlow Ave Unit 100, Dartmouth, NS B3B 2C5
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Gordon Stirrett Wealth Management

Gordon Stirrett Wealth Management

(30)
  • 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.”
In Business Since 1998
1741 Lower Water St Suite 210, Halifax, NS B3J 0J2
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Eastport Financial Group

Eastport Financial Group

(25)
  • 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'.”
In Business Since 2005
Transparent Fees & Pricing
371 St Margarets Bay Rd suite 201, Halifax, NS B3N 1J8
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Wealth Creation Made Simple

Wealth Creation Made Simple

(25)
  • 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.”
647 Bedford Hwy suite 101, Halifax, NS B3M 0A5
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Equis Group Benefits

Equis Group Benefits

(10)
Health Spending Account, Critical Illness Insurance, Group Retirement Plans
“Working with Geoff and his team made selecting the right benefits for our team easy and understandable.”
In Business Since 2008
Free Initial Consultation
Purdy's Wharf Tower 1, 1600-1959 Upper Water Street, Halifax, NS B3J 3N2
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Trinity Wealth Partners

Trinity Wealth Partners

(14)
  • Family
“I highly recommend this business as I have done many times in the past to family and friends.”
In Business Since 2013
Transparent Fees & Pricing
Serving Dartmouth Area
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Worthy Financial

Worthy Financial

(9)
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!”
1959 Upper Water St Tower 1, Suite 1301, Halifax, NS B3J 3N2
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Healy Financial Planning

Healy Financial Planning

(2)
“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.”
Free Initial Consultation
Family Business
5657 Spring Garden Rd Suite 501, Halifax, NS B3J 3R4
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National Wealth Management

National Wealth Management

(6)
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.”
1959 Upper Water St #407, Halifax, NS B3J 3N2
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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
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Typical range $2000 to $5500 is based on 446 cost profiles.

Why these companies made our list

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