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Ironwood Wealth Management Group

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Assante Wealth Management

(1)

“Took the time for a very detailed retirement plan.”

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Adamson Wealth Group

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Astrid Goodman Office

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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.”

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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.”

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The 24 firms listed for Fonthill, 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: Fonthill, ON

4 of the 24 firms we list are based in Fonthill; the other 20 serve Fonthill from towns including St. Catharines, Niagara Falls and Welland. 20 of the firms on this page have a rating, from 4.0 to 5.0 across 111 reviews; 1 has 50 or more reviews and 19 are rated 4.5 or higher. 1 is open around the clock; 3 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are estate planning (4), employee benefits (2), financial planning (2), life insurance (2) and retirement planning (2). 7 have ten or more years of experience, the longest 33 years. 1 offers urgent consultations; 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 23 of the firms on this page; 22 publish a contact page; 19 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do any financial advisers listed for Fonthill offer a free first meeting?

3 of the 24 firms listed here offer a free introductory meeting. Expect a conversation about your situation, the firm's approach and its compensation, rather than recommendations. Bring your statements anyway, since it makes the discussion concrete.

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Jay Newton Financial

(10)

Family
Expertise
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.”

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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.”

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