Essa, ON

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Essa, ON
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Best Financial Advisors near Essa, ON

None of these firms is based in Essa; they work from towns including Barrie (16 km), Newmarket (34 km) and Alliston (13 km).

24 firms listed · 3 open weekends · 23 rated 4.5+ · 3 show a licence

Data verified October 18, 2026

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FBC Farm and Small Business Tax Consultants

FBC Farm and Small Business Tax Consultants

(47)
  • Income Tax
  • Knowledge
  • Questions
“As well, the peace of mind in knowing that should we ever be audited by the CRA, FBC would do the talking for us and represent us in all aspects regarding our taxes.”
In Business Since 2000
Barrie, ON · 16 km from Essa
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Gane Financial

Gane Financial

(50)
  • Investments
  • Family
  • Team
“When it comes to our finances, we have felt like we are making decisions as a TEAM- we have been educated along the way and supported with our decision making.”
In Business Since 2004
Barrie, ON · 16 km from Essa
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Green Group - IG Private Wealth Management

Green Group - IG Private Wealth Management

(50)
  • Questions
  • Family
  • Team
“When several colleagues were also down-sized, I didn't hesitate to recommend Chris to assist with their financial journeys and continue to refer friends who are seeking a trusted advisor.”
In Business Since 2022
Newmarket, ON · 34 km from Essa
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Plan With Trevor Insurance and Investments

Plan With Trevor Insurance and Investments

(39)
  • Future
  • Questions
  • Financial
“In my very first meeting he narrowed down my need ( like to be honest he had a clearer idea about my insurance needs than I) and gave me a couple of choices .”
In Business Since 2019
Barrie, ON · 16 km from Essa
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Assante Capital Management

Assante Capital Management

(24)
  • Retirement
  • Fees
  • Portfolio
“Josh has been our financial planner for four years and we are very pleased with the growth of our investments and the financial advice he provides to us.”
In Business Since 2013
Barrie, ON · 16 km from Essa
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Tayler Insurance & Estate Planning

Tayler Insurance & Estate Planning

(14)
  • Understand
  • Investment
“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
Barrie, ON · 16 km from Essa
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The 24 firms listed for Essa, ON offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.

Area overview: Essa, ON

23 of the 24 firms on this page have a rating, from 4.5 to 5.0 across 396 reviews; 4 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (95%), responsiveness (72%) and quality (69%). The topics that come up most in reviews of the firms on this page are "knowledge" and "understanding". 2 are open on Saturdays and 2 on Sundays. 3 show a licence on their websites. Domain records put 7 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 20 list a public email and 7 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Essa take financial planning bookings online?

7 of the 24 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.

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Seven Elements Wealth Planning

Seven Elements Wealth Planning

(12)
  • Understanding
  • Meeting
  • Portfolio
“Their combined financial knowledge and experience along with the ability to understand our needs and plans confirms to us that this is the financial planning company we we're meant to be with.”
In Business Since 2020
Barrie, ON · 16 km from Essa
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Fox-Revett & Associates

Fox-Revett & Associates

(14)
  • IG
  • Expertise
  • Team
“As a consummate professional, David shares his expertise and offers his insight based on his many years as a financial advisor, and knows the market intrinsically.”
In Business Since 2015
Newmarket, ON · 34 km from Essa
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RBC Dominion Securities

RBC Dominion Securities

(7)
  • Plan
  • Partnership
  • Questions
“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
Barrie, ON · 16 km from Essa
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Wealth Achievers

Wealth Achievers

(6)
  • 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.”
Licensed
Free Initial Consultation
Barrie, ON · 16 km from Essa
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Synergy Life Financial

Synergy Life Financial

(8)
  • Family
  • Knowledge
  • 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.”
Barrie, ON · 16 km from Essa
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Infinite Financial

Infinite Financial

(16)
  • Questions
  • Family
  • Knowledge
“Her vast knowledge of current financial situations makes her capable of providing timely advise or referring you to one of many colleagues that has what you are looking for.”
In Business Since 2010
Barrie, ON · 16 km from Essa
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Atlantis Financial

Atlantis Financial

(5)
  • Meeting
“With the information that we gave him, Allan was able to demonstrate many different retirement scenarios such as : taking CPP at 65 versus 60 or 70; what our investment income and net worth would be like at various rates of return; adjusting other v...”
Barrie, ON · 16 km from Essa
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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
Transparent Fees & Pricing
Alliston, ON · 13 km from Essa
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Ryan Stephenson - Manulife Securities

Ryan Stephenson - Manulife Securities

Free Initial Consultation
Barrie, ON · 16 km from Essa
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Prolaunch Corporation

Prolaunch Corporation

(2)
“Amazing new Barrie office for our clients, partners, growing network of female founders & independent advisory professionals serving Ontario, Canada and the United States.”
Barrie, ON · 16 km from Essa
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Three Thirds Financial

Three Thirds Financial

(2)
“She breaks finances down in an easy to understand model, has great suggestions and helps us to see money from a whole new perspective.”
Barrie, ON · 16 km from Essa
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Valuetrend Wealth Management

Valuetrend Wealth Management

(1)
“Great service very personable staff great expirience all around.”
Barrie, ON · 16 km from Essa
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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!”
Barrie, ON · 16 km from Essa
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Liahona Capital

Liahona Capital

(1)
“I've invested in Liahona MIC for well over a decade, and it has consistently been the best performing investment in my portfolio.”
NRD #47620
Barrie, ON · 16 km from Essa
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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.”
Transparent Fees & Pricing
Barrie, ON · 16 km from Essa
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Shuttleworth Wealth Management

Shuttleworth Wealth Management

In Business Since 2018
Licensed
Barrie, ON · 16 km from Essa
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Covenant Wealth Financial Services

Covenant Wealth Financial Services

(5)
“Recently I received financial services from Joy Adams and I was very pleased with her explanation and detailed information about our family insurance policies.”
Innisfil Beach, ON · 19 km from Essa
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Angelis Prattas Financial Advisor - Rockwater Wealth Management

Angelis Prattas Financial Advisor - Rockwater Wealth Management

(1)
“He has always been a source of clarity when I have investment and tax related questions and he provides a unique viewpoint over these matters.”
Barrie, ON · 16 km from Essa
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Why these companies made our list

What clients say about firms near Essa

  • “Darryl took the time to listen to my concerns and answered all my questions and created a retirement plan for me that gave me the confidence to go from full time nursing to part time as I still want to keep busy.” — client of Synergy Life Financial
  • “Jay has always had time to meet with us to answer questions, advise strategies, update us and recommend best portfolio options.” — client of Wealth Achievers
  • “Josh is extremely knowledgeable and will spend the time to make sure you understand your investment portfolio!” — client of Assante Capital Management

Excerpts from public reviews of the firms listed on this page.

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