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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.”
Best Financial Advisors in Dartmouth, NS
Handpicked from 33 vetted & reviewed Financial Planning & Wealth Management firms in the Dartmouth area, discover the top 5 leading options among the selected group of 24 finalists.
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Wiltshire Financial Management
- Financial Advisor
- Retired
- Questions
“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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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.”
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Allan Marshall & Associates
“Don't get me wrong it sucks to file for bankruptcy or a consumer proposal but if you gotta do it, she's the one to meet and I know now it's something common these days- responsible people with good careers are falling victim to inflation, lay offs,...”
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Solveyourdebts.com
“They helped me pay down my debt, while giving budgeting advice the whole way.”
Qualification Criteria for best of Winners
Minimum Overall Score
95 (100)
Minimum Reputation Rank
99.1 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Damsel Financial Coaching
- Feel
- Budgeting
- Financial Goals
“Danielle made me feel very comfortable and not judged, so I was able to be open and honest with her about my situation and how I would like to move forward with tackling my debt while also making sure all of my other bills and plans for travel are co...”
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Mercier Mediation & Financial Services
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Atlantic Wealth Management
What We Deliver, How We Do Things
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The Moore Wealth Group
“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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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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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...”
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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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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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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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Darren Mitchell & Associates
“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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Trinity Wealth Partners
Insurance, UK Pension Transfers, Mortgage Solutions: Powered by Nesto
“I highly recommend this business as I have done many times in the past to family and friends.”
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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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Gordon Stirrett Wealth Management
- Advice
- Office
- 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
- Understand
- Team
- Family
“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
- Management
- Team
- Knowledge
“I have watched this progression grow and with their guidance and invaluable advice have been able to not think about it ,get on with my life and enjoy knowing my interests are in trusting hands.”
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Equis Group Benefits
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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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.”
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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