The highest-rated Financial Planning & Wealth Management companies out of 33 vetted & reviewed in the Dartmouth area.
Learn how we score.
Prominent finalists A-Z in Dartmouth
Allan Marshall & Associates
Atlantic Wealth Management
Damsel Financial Coaching
Darren Mitchell & Associates
Davies Accounting & Financial Services
Eastport Financial Group
Equis Group Benefits
First Wealth Advisors
Foxgrove Benefit Consulting
Gordon Stirrett Wealth Management
Halifax Debt Freedom
Healy Financial Planning
IPC Investment Corporation – Gary Fortune
Mercier Mediation & Financial Services
National Wealth Management
R&R Wealth Management
SBW Wealth Management
Solveyourdebts.com
The Moore Wealth Group
Theriault Financial
Trinity Wealth Partners
Wealth Creation Made Simple
Wiltshire Financial Management
Worthy Financial
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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.”
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Solveyourdebts.com
(2)
“They helped me pay down my debt, while giving budgeting advice the whole way.”
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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.”
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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.”
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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.”
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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)!”
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Mercier Mediation & Financial Services
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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.”
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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.”
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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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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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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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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...”
“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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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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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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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.”
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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'.”
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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.”
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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.”
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Trinity Wealth Partners
(14)
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
(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!”
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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.”
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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.”
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Retirement Planning and Investment Management Services in Dartmouth, NS Cost Estimates