Fonthill, ON

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Fonthill, ON
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Best Financial Advisors in Fonthill, ON

The highest-rated Financial Planning & Wealth Management companies out of 43 vetted & reviewed in the Fonthill area.

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Ironwood Wealth Management Group

Ironwood Wealth Management Group

“Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Investment Industry Regulatory Organization of Canada (“IIROC”). Investment services are provided through Ir...”
In Business Since 2001
200 Hwy 20 E Suite #104, Fonthill, ON L0S 1E6
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Assante Wealth Management

Assante Wealth Management

(1)
“Took the time for a very detailed retirement plan.”
77 Hwy 20 W, Fonthill, ON L0S 1E0
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Adamson Wealth Group

Adamson Wealth Group

“We serve your business and family - together. We'll work with you to build a strong financial plan, with strategies and choices designed to help you enjoy your life and reach your goals.”
In Business Since 2018
200 Hwy 20 E Unit 108, Fonthill, ON L0S 1E6
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Looking for a progressive role in a fast-paced financial environment with the opportunity to build a rewarding career, and help clients build their wealth? Adamson Wealth Group (AWG) is looking for a dynamic Administrative Assistant to join their established wealth management team. #hiring #administration #wealthmanagement...

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Astrid Goodman Office

Astrid Goodman Office

“Full ServiceWe're the Chief Financial Officers for many of our clients' personal lives. They call on us with questions or to seek advice on everything from buying a car to investing for retirement to sending their kids to university. We co-ordinate t...”
2 Pelham Town Square Suite 101, Fonthill, ON L0S
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Niagara Region Money Coaches

Niagara Region Money Coaches

(50)
  • Meeting
  • Future
  • Fee
“Whether you are just starting to learn about managing your finances or, as in our case, planning for retirement, Trevor's services are an absolute must.”
In Business Since 2014
36 Hiscott St Suite 200, St. Catharines, ON L2R 1C8
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Riz International

Riz International

(50)
  • Strategies
  • Trading
  • Options
“Honestly if you're feeling apprehensive as to whether you should purchase, like I was, just know your getting the best out there from an accredited and accomplished professional.”
In Business Since 2015
3250 Schmon Pkwy, Thorold, ON L2V 4Y6
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Desy's Bookkeeping & Tax Services

Desy's Bookkeeping & Tax Services

(30)
  • Family
  • Season
  • People
“My wife and i have used Desy,s tax service for a number of years and must say that we are more than pleased with the prompt professional way they completed our tax returns.”
Family Business
Serving Fonthill Area
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Darren Bruce, Cpa, Professional Corporation

Darren Bruce, Cpa, Professional Corporation

(21)
Financial Analysis, Individual Income Tax Preparation, Business Advisory Services
“Idea where to begin and right from the start reaching out to darren he gave us some amazing guidance on how to get started, from the incorporation process to getting me in touch with a reliable lawyer, giving me hours of information that is specific ...”
In Business Since 2009
7 Raymond St, St. Catharines, ON L2R 2S9
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Jay Newton Financial

Jay Newton Financial

(10)
Investments, Group Coverage, Life Insurance
“Jay was very thorough, uncovered an unmet need in our portfolio and he was able to explain everything to us so we understood exactly the implications of the decision we were making.”
6837 Thorold Stone Rd, Niagara Falls, ON L2J 1B2
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Primenet Financial

Primenet Financial

(10)
  • Future
  • Communication
“Having someone like Kevin in your corner that offers genuine advice with a caring and intelligent approach, is what sets him and his business apart from others.”
In Business Since 2022
Free Initial Consultation
145 King St, St. Catharines, ON L2R 3J2
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SMR CPA

SMR CPA

(4)
Corporate Tax Services, Bookkeeping Services, Payroll Services
“My company (and I) had been dealing with this Accounting Firm for over 20 years and dealt with Kim Saunders (and new owners Shehzad and Associates) during the last few years.”
427 Welland Ave, St. Catharines, ON L2M 5V1
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Prosim Financial Group

Prosim Financial Group

(8)
  • Business
  • Insurance
  • Team
“Mike is pleasant, resourceful and has an uncanny ability to develop the best financial plan for someone to reach their personal and business financial goals, no matter the circumstances.”
20 Corporate Park Dr Suite 201, St. Catharines, ON L2S 3W2
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Ross Taylor Financial Corporation

Ross Taylor Financial Corporation

“The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their ...”
Transparent Fees & Pricing
Free Initial Consultation
4725 Dorchester Rd Unit B3, Niagara Falls, ON L2E 0A8
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RK Life Strategies

RK Life Strategies

(3)
Health Insurance Planning, Retirement Savings Account, Life Insurance Planning
“Ive known Richard for 20 years is very knowledgeable and always there to help with whatever your needs may be!”
20+ Years Experience
10 Dunlop Dr, St. Catharines, ON L2R 1A2
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Bluestone Financial

Bluestone Financial

(6)
“Having Patty and Terry as advisors for 30 years, I can say they have high integrity and have helped us create a successful retirement portfolio.”
96 Queen St, St. Catharines, ON L2R 5H3
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D.B. Wyatt and Associates, Manulife Wealth

D.B. Wyatt and Associates, Manulife Wealth

(1)
Wealth Management, Financial Planning, Estate Planning
“This team is very knowledgeable and attentive to service.”
23 Church St, St. Catharines, ON L2R 3B4
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Gatt Wealth Management

Gatt Wealth Management

(1)
Employee Benefits, Retirement Strategy, Disability
“I've also referred him to some of my business clients who are greatly pleased with his level of service.”
In Business Since 2017
437 Welland Ave, St. Catharines, ON L2M 5V2
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Vision Financial Planning

Vision Financial Planning

CFO Services, Personal Financial Planning, Bookkeeping
“RGE & Associates provides the tools and resources to optimize your business. We offer CFO, Financial Planning, Bookkeeping Services across St. Catherines, Ontario.”
In Business Since 2016
96 Church St, St. Catharines, ON L2R 3C8
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Copper Beech Business Coaching and Succession Planning

Copper Beech Business Coaching and Succession Planning

(4)
  • Course
  • Confidence
  • Understand
“As someone who values interpersonal skills and the approach of other professionals, I felt that Peter made a process we were quite nervous about painless and something we looked forward to every week.”
In Business Since 2011
4691 Ontario Ave, Niagara Falls, ON L2E 3R1
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Crawford Smith & Swallow

Crawford Smith & Swallow

(9)
Accounting, Taxation, Agriculture
“If you find yourself in financial despair with no where to turn, ease your mind and book a meeting with these professionals.”
In Business Since 1995
43 Church St #400, St. Catharines, ON L2R
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Lifetime Financial Planning Group

Lifetime Financial Planning Group

(2)
“We feel a lot better in our situation now having this protection just in case something unexpected happens.”
3831 Portage Rd, Niagara Falls, ON L2J 2L1
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Lepper Financial Services

Lepper Financial Services

(2)
“Lepper financial went above and beyond to get me life insurance after my bank's life insurance company declined me.”
In Business Since 2018
109 Northwood Dr, Welland, ON L3C 6S3
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Primerica

Primerica

(1)
“Michael Vanderloos went above and beyond to explain my investment vehicles and help me optimize!”
In Business Since 1993
3550 Schmon Pkwy Unit 1A, 2nd Floor, Thorold, ON L2V 4Y6
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Matthew Lumley - Financial Services

Matthew Lumley - Financial Services

(1)
“He graciously accepted the challenge and engaged my students with his great communication skills and with how he explained concepts with great examples.”
In Business Since 2021
251 St Paul St W, St. Catharines, ON L2N 0B1
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Retirement Planning and Investment Management Services in Fonthill, ON Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 439 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 439 cost profiles.

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