Best Financial Advisors in Essa, ON

The highest-rated Financial Planning & Wealth Management companies out of 64 vetted & reviewed in the Essa area.

Gane Financial

Gane Financial

(28)
  • Family
  • Learn
  • Team
“I would like to take this opportunity to thank Adam and the rest of the team at Gane Financial for providing quality and personalized advice for our financial situation.”
In Business Since 2004
80 Mary St, Barrie, ON L4N 1T1
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Podium Prosperity Group

Podium Prosperity Group

(23)
Clients, Intentional Wealth Programs, Financial Planning FOR Incorporated Business Owners
“These are priceless in her industry and help Julie to stand out as a top candidate to those seek services like those offered at Podium Prosperity Group.”
In Business Since 2014
135 Bayfield St, Barrie, ON L4M 3B3
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Tayler Insurance & Estate Planning

Tayler Insurance & Estate Planning

(11)
Retirement Planning, Wealth Management After Divorce, Discretionary Wealth Management
“The consultation is always followed up with an electronic copy of all your portfolio and a succinct, easily understood synopsis of decisions taken during the consultation.”
In Business Since 2017
181 Dunlop St W, Barrie, ON L4N 1B4
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Bayside Financial

Bayside Financial

(5)
Income Tax Preparation, Payroll, Bookkeeping
“I first found Doug when I was starting my business and he took the time to sit down with me, and offer helpful direction and advice for a successful start-up.”
In Business Since 2013
Free Initial Consultation
36 George St, Barrie, ON L4N 5N3
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Baffilk Financial Consulting

Baffilk Financial Consulting

(5)
Accounting & Bookkeeping, Payroll
“Baffour has been providing bookkeeping services to our law firm with perfection!”
In Business Since 2021
Free Initial Consultation
49 High St Third Floor, Barrie, ON L4N 5J4
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RBC Dominion Securities

RBC Dominion Securities

(7)
“AJ is very transparent, responsive, and always acts in the best interests of his clients - he put together quite the investment plan for me that's already paying dividends and I look forward to our continued partnership moving forward.”
In Business Since 2000
Family Business
11 Victoria St Suite 100, Barrie, ON L4N 3A3
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Wealth Achievers

Wealth Achievers

(7)
  • Portfolio
“My husband & I have been dealing with Jay for several years now (when he first started at Investors Group) he has always been professional and knowledgeable.”
Free Initial Consultation
In Business Since 2018
Licensed
128 Wellington St W Suite 201, Barrie, ON L4N 8J6
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John Fischer - Desjardins Financial Security Investments

John Fischer - Desjardins Financial Security Investments

(9)
  • Investing
“It is hard to find someone that you trust with your money, But John Fischer is just that person.”
In Business Since 2019
92 Caplan Ave Suite 401, Barrie, ON L4N 9J2
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Covenant Wealth Financial Services

Covenant Wealth Financial Services

(5)
Cash Flow Management, Wealth Management, Life Insurance
“Recently I received financial services from Joy Adams and I was very pleased with her explanation and detailed information about our family insurance policies.”
In Business Since 2005
Licensed
2095 Thompson St, Innisfil, ON L9S 1T1
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Synergy Life Financial

Synergy Life Financial

(8)
  • Knowledge
  • Family
  • Retirement
“I appreciate this opportunity to express my thanks to Darryl for managing my portfolio which has made steady, substantial gains since 2008 under his expertise.”
In Business Since 2009
30 Quarry Ridge Rd #201, Barrie, ON L4M 7G1
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Divorce the Smartway - Mediation

Divorce the Smartway - Mediation

(3)
“Divorce the Smartway helped to ensure my ex and I knew what we were entitled to and helped to make sure both of us were fair in what we were negotiating.”
In Business Since 2010
Transparent Fees & Pricing
411 Huronia Rd #5, Barrie, ON L4N 9B3
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Propel CPA Chartered Professional Accountants

Propel CPA Chartered Professional Accountants

(2)
Technology and Business Modernization, Financial Reporting & Tax, Entrepreneurial Collaboration (Mri™ Process)
“Over the years Peter has always kept my books in impeccable order, been readily available to answer my questions, has given me sound advise and has continually strived to keep my dollars working for me in the most ingenious ways.”
In Business Since 2019
204 Dunlop St W, Barrie, ON L4N 1B3
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Seven Elements Wealth Planning

Seven Elements Wealth Planning

(1)
Retirement & Estate Planning, Insurance, Wealth Planning
“Have been working with this team for a couple of years now.”
In Business Since 2020
50 Blake St, Barrie, ON L4M 1J6
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Financial Empowerment

Financial Empowerment

Investments, Disability Insurance, Life Insurance
“Mortgage referrals and insurance products, including segregated fund policies, are offered through Financial Empowerment Inc., and Michael Suter offers mutual funds and referral arrangements through Quadrus Investment Services Ltd.”
In Business Since 2019
3 Grouse Glen, Barrie, ON L4N 7Z4
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Christina Demmings

Christina Demmings

(6)
“Not only was she knowledgeable but she answered them quickly and and used language that was easy to understand for a lay person.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2021
Licensed
Serving Essa Area
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Ryan Stephenson - Manulife Securities

Ryan Stephenson - Manulife Securities

“Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Insurance products and services are offered through Manulife Securities Insurance Inc. Banking products and services are offered by referral arrangements through our...”
In Business Since 2019
Free Initial Consultation
237 Mapleview Dr E, Barrie, ON L4N 0W5
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Infinite Financial

Infinite Financial

(12)
  • Professional
“They care about making their clients money and brining them to financial success, but also really care about the individuals well being throughout the whole proccess.”
In Business Since 2010
387 Mapleview Dr W, Barrie, ON L4N 9G4
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Spectrum Financial Strategies

Spectrum Financial Strategies

(1)
“Having a child with autism, I had many questions about my child's future and making sure that she is financially taken care of.”
In Business Since 2012
134 Collier St, Barrie, ON L4M 1H4
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A. Jones Wealth & Estate Planning

A. Jones Wealth & Estate Planning

(1)
“There is no finer Insurance and Financial services that I know and Trust as I do with Al Jones!”
In Business Since 2008
40 Clapperton St, Barrie, ON L4M 3E7
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Atlantis Financial

Atlantis Financial

(1)
“His expertise in financial planning has moved our retirement idea into a plan & I feel confident that by following his suggestions, our retirement will be comfortable & secure.”
In Business Since 2002
48 Alliance Blvd Suite 208, Barrie, ON L4M 5K3
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Alliston Financial - Investment Planning Counsel

Alliston Financial - Investment Planning Counsel

(1)
“Anytime I need support they're there to help me!”
In Business Since 2010
180 Parsons Rd Unit 13, Alliston, ON L9R 1E8
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Valuetrend Wealth Management

Valuetrend Wealth Management

(1)
“Great service very personable staff great expirience all around.”
In Business Since 2004
147 Worsley St, Barrie, ON L4M 1M3
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Liahona Capital

Liahona Capital

In Business Since 2014
NRD #47620
301 Bryne Dr Unit 9, Barrie, ON L4N 8V4
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Tundra

Tundra

Mission Support, Industrial Safety & Maintenance, Risk Advisory Services
“Tundra assists both individuals and organizations navigate their exposure to risk organizational risks, particularly in relation to working in emerging and frontier market situations. These services includes due diligence services on project business...”
In Business Since 2009
Serving Essa Area
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Retirement Planning and Investment Management Services in Essa, ON Cost Estimates

Minimum cost
$1205
Maximum cost
$10241
National Average
$3615
Avg Per Hour Rates
$362
$2410
$6627
Typical price range is based on 312 cost profiles
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Average Cost $3615
Minimum cost $1205
Maximum cost $10241
Avg Per Hour Rates $362

Typical range $2410 to $6627 is based on 312 cost profiles.

Why these companies made our list

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