Best Financial Advisors in Fort Erie, ON

The highest-rated Financial Planning & Wealth Management companies out of 59 vetted & reviewed in the Fort Erie area.

Fort Erie Business Centre

Fort Erie Business Centre

(7)
“Awesome opportunity for those of us that can't work from home and need somewhere to go to get that office experience.”
Emergency Services
Remote Consultations Available
In Business Since 2022
1264 Garrison Rd Unit 10, Fort Erie, ON L2A 1P1
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Kemp Financial Group

Kemp Financial Group

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

Riz International

(30)
  • Trading
  • Options
  • Stock Market
“I started following Riz on Instagram about a year ago, and have since joined his elite group and taken the options masterclass, very impressed by the amount of detail that has gone into the course, Riz is extremely professional and they have a great ...”
15+ Years Experience
3250 Schmon Pkwy, Thorold, ON L2V 4Y6
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Jay Newton Financial

Jay Newton Financial

(9)
Life Insurance, Group Coverage, Living Benefits
“Jay Newton, and his team, brings a wealth of knowledge, experience, guidance and personal touch to help you navigate the waters of financial options and planning available.”
In Business Since 2004
6837 Thorold Stone Rd, Niagara Falls, ON L2J 1B2
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Desy's Bookkeeping & Tax Services

Desy's Bookkeeping & Tax Services

(9)
“My experience with Desy's bookkeeping and tax services, they are very accurate and efficient, they will be getting my business for now on from our family see you soon.”
Family Business
In Business Since 2021
Serving Fort Erie Area
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Ross Taylor Financial Corporation

Ross Taylor Financial Corporation

“Insurance products, including segregated fund policies are offered through Ross Taylor Financial Corporation, and Jonathan Taylor offers mutual funds through Quadrus Investment Services Ltd. Quadrus Investment Services Ltd. and design, and Quadrus Gr...”
Free Initial Consultation
In Business Since 2002
4725 Dorchester Rd Unit B3, Niagara Falls, ON L2E 0A8
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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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Lepper Financial Services

Lepper Financial Services

(2)
“He is very patient and willing to answer all the questions you may have.”
In Business Since 2018
109 Northwood Dr, Welland, ON L3C 6S3
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Lifetime Financial Planning Group

Lifetime Financial Planning Group

(2)
“I have dealt with Lifetime Financial for years and have always been very happy.”
In Business Since 2007
3831 Portage Rd, Niagara Falls, ON L2J 2L1
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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
Serving Fort Erie 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
Serving Fort Erie Area
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IPC Securities Corporation - Jim Zoretich

IPC Securities Corporation - Jim Zoretich

(1)
Cash & Credit Management, Tax Planning, Retirement Income
“Jim was very kind and helped me with all my financial needs”
In Business Since 2013
Serving Fort Erie Area
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Adviant Financial Partners

Adviant Financial Partners

“We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about your financial situation, the more likely you are to reach your financial goals, and we're here to help you d...”
Free Initial Consultation
In Business Since 2015
3250 Schmon Pkwy #2, Thorold, ON L2V 4Y6
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Real Estate Investment Solutions

Real Estate Investment Solutions

(1)
“Rick guiding through the steps of my investment property purchase, helped arrange financing, assisted me to line up local contractors to convert the investment property I purchased to a solid income generating rental property,.”
Westwood Crescent, Welland, ON L3C 4R3
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Optimize Wealth Management

Optimize Wealth Management

(1)
“Gary and Dino have always gone above and beyond to help us with our financial management needs.”
99 Clarence St, Port Colborne, ON L3K 3G2
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Y I S Financial

Y I S Financial

116 Rose Ave, Thorold, ON L2V 3E1
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Meristem Financial Services

Meristem Financial Services

(4)
“She is always there to answer me, update my situation, help me improve my "financial health" and provide security for my wealth, investments, insurance, etc...”
Serving Fort Erie Area
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Assante Wealth Management

Assante Wealth Management

(1)
“Took the time for a very detailed retirement plan.”
Serving Fort Erie Area
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IA Private Wealth

IA Private Wealth

Retirement Planning, Tax Planning, Trust & Estate Planning
“Our experienced investment advisors, CERTIFIED FINANCIAL PLANNER® professionals and insurance advisors have the knowledge and the commitment to guide your decision making and support your personal financial and lifestyle goals.”
In Business Since 2019
3550 Schmon Pkwy #6A, Thorold, ON L2V 4Y6
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Queensbury Securities

Queensbury Securities

Serving Fort Erie Area
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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
Serving Fort Erie Area
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Roman A. Groch

Roman A. Groch

“Mutual funds, exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.. Insurance products are provided through RomAnna Management Inc..”
In Business Since 2012
449 Thorold Rd, Welland, ON L3C 3W7
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Niagara Region Money Coaches

Niagara Region Money Coaches

(30)
  • Learned
  • Education
  • Manage
“He is a talented and experienced professional and if you need prudent and thoughtful advice on how to consider, for example, questions about retirement income or whether to take or defer government pensions, then talk to Trevor.”
In Business Since 2014
36 Hiscott St Suite 200, St. Catharines, ON L2R 1C8
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Primenet Financial

Primenet Financial

(4)
  • 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.”
Free Initial Consultation
In Business Since 2022
110 James St Suite 412, St. Catharines, ON L2R 7E8
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Retirement Planning and Investment Management Services in Fort Erie, ON Cost Estimates

Minimum cost
$1215
Maximum cost
$10322
National Average
$3643
Avg Per Hour Rates
$365
$2429
$6679
Average price range is based on 305 cost profiles
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Average Cost $3643
Minimum cost $1215
Maximum cost $10322
Avg Per Hour Rates $365

Average range $2429 to $6679 is based on 305 cost profiles.

Why these companies made our list

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