Best Financial Advisors in Fonthill, ON

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

Goodman Brown Financial

Goodman Brown Financial

(1)
“They will work for you with no bias or influence from big investment firms or the large banks.”
In Business Since 2006
2 Pelham Town Square Unit 101, Fonthill, ON L0S 1E0
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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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IPC Securities Corporation - Jim Zoretich

IPC Securities Corporation - Jim Zoretich

(1)
Estate Planning, Retirement Income, Tax Planning
“Jim was very kind and helped me with all my financial needs”
In Business Since 2013
11 Hwy 20 E, Fonthill, ON L0S 1E0
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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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Queensbury Securities

Queensbury Securities

4-1450 Pelham St, Fonthill, ON L0S 1E5
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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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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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Kemp Financial Group

Kemp Financial Group

(1)
“A Niagara Falls financial services company.”
10++ Years Experience
Family Business
3976 Portage Rd, Niagara Falls, ON L2J 2K9
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Niagara Region Money Coaches

Niagara Region Money Coaches

(48)
  • Peace
  • Future
  • Education
“This is not just about budgeting and penny pinching - its about saving for priority spending, having some fun now and ensuring theres enough for later.”
In Business Since 2014
36 Hiscott St Suite 200, St. Catharines, ON L2R 1C8
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Riz International

Riz International

(50)
  • Regret
  • Learn
  • Masterclass
“Always open, available, and honest which has in turn fostered a group of members who all operate the same way creating an excellent sense of community and camaraderie.”
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

(21)
  • Tax Returns
  • Family
“My parents have used them for years this the first time me and my wife have used them they are very knowledgeable and friendly fast and efficient very reasonably priced we will be using them for now on”
Family Business
Serving Fonthill Area
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Jay Newton Financial

Jay Newton Financial

(9)
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

(8)
  • Future
“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
110 James St Suite 412, St. Catharines, ON L2R
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SMR CPA

SMR CPA

(4)
Corporate Accounting Services, Corporate Tax Services, Bookkeeping 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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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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Prosim Financial Group

Prosim Financial Group

(8)
  • Team
  • Business
“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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RK Life Strategies

RK Life Strategies

(2)
Health Insurance Planning, Retirement Savings Account, Life Insurance Planning
“Andrea is amazing to deal with and goes above and beyond to help you with your insurance travel needs.”
20+ Years Experience
10 Dunlop Dr, St. Catharines, ON L2R 1A2
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Peak Investment Services

Peak Investment Services

(1)
“Know what they're doing.”
In Business Since 1996
Free Initial Consultation
650 Vine St, St. Catharines, ON L2M 3V6
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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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David Wyatt

David Wyatt

(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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Bluestone Financial

Bluestone Financial

(5)
“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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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
“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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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.

Why these companies made our list

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