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
50 Eileen Stubbs Ave unit 130, Dartmouth, NS B3B 0M7
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Allan Marshall & Associates

Allan Marshall & Associates

(10)
“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,...”
Licensed
Free Initial Consultation
Evergreen Place, 530 Portland St Suite 208, Dartmouth, NS B2Y 4V6
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Wiltshire Financial Management

Wiltshire Financial Management

(12)
  • 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.”
237 Brownlow Ave Unit 100, Dartmouth, NS B3B 2C6
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Solveyourdebts.com

Solveyourdebts.com

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

Damsel Financial Coaching

(3)
  • 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...”
In Business Since 2018
106 Driftwood Crescent, Dartmouth, NS B2V 1S7
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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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Atlantic Wealth Management

Atlantic Wealth Management

What We Deliver, How We Do Things
Metropolitan Place, 99 Wyse Rd unit 1030, Dartmouth, NS B3A 4S5
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The Moore Wealth Group

The Moore Wealth Group

(3)
“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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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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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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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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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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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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Darren Mitchell & Associates

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...”
In Business Since 2020
230 Brownlow Ave, Dartmouth, NS B3B 0G5
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Gordon Stirrett Wealth Management

Gordon Stirrett Wealth Management

(28)
  • 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.”
In Business Since 1998
1741 Lower Water St Suite 210, Halifax, NS B3J 0J2
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Trinity Wealth Partners

Trinity Wealth Partners

(14)
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.”
Licensed, BBB Accredited
Serving Dartmouth Area
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Eastport Financial Group

Eastport Financial Group

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

Wealth Creation Made Simple

(24)
  • 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.”
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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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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Himmelman & Associates Financial Advisors

Himmelman & Associates Financial Advisors

(9)
  • 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.”
1444 Dresden Row, Halifax, NS B3J 3T5
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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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