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FBC Farm and Small Business Tax Consultants

(47)

Team
Technician
Income Tax

“Since I put my trust in FBC several years ago I have not only become stress free by thier service but I have all the power of FBC not just behind me but beside me and in front of me when it comes to all aspects of my business taxes, book keeping etc.”

i

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Gane Financial

(50)

Future
Strategies
Investments

“They provided us with a comprehensive understanding of our finances and offered valuable suggestions that immediately resulted in savings and an increase in our net worth.”

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Plan With Trevor Insurance and Investments

(39)

Family
Policy
Future

“Trevor put ALOT of effort into my financial plan and insurance, listened to all of my concerns and really tailor made a plan that worked and explained it well.”

i

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Assante Capital Management

(24)

Goals
Investors
Retirement

“His methodical and pragmatic approach to wealth management is refreshing in a profession where there is a lot of mediocrity and people looking to make a quick sale.”

i

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Tayler Insurance & Estate Planning

(14)

Investment
Understand

“Right from the beginning she ensured we knew every little pros and cons of all the plans that she recommended including what should be the coverage amount, term and if we needed a critical illness or disability product aside from the coverage as part...”

i

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Seven Elements Wealth Planning

(12)

Team
Understanding
Goals

“After meeting with Richard on Thursday, I came away with a clear understanding of what my portfolio looks like and what changes need to be made to keep my assets strong.”

i

The 24 firms listed for Georgina, 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: Georgina, ON

23 of the 24 firms on this page have a rating, from 4.5 to 5.0 across 337 reviews; 3 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (95%), quality (70%) and responsiveness (70%). The topics that come up most in reviews of the firms on this page are "knowledge" and "understanding". 1 is 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; 22 publish a contact page; 18 list a public email and 7 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 firms listed for Georgina 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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RBC Dominion Securities

(7)

Questions
Plan
Partnership

“He put together an extensive financial plan for my husband and I, detailing how we can use our savings to their full advantage through investments to secure a great future for our family.”

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Wealth Achievers

(6)

Portfolio

“Jason is a; very knowledgeable, driven, and professional individual who genuinely understands today's Financial Industry and how to make it work for his clients!”

i

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Synergy Life Financial

(8)

Planning
Family
Knowledge

“It got a little tense when, as a Board Member of a local charity, I was charged with overseeing the investment of a six figure amount that had to be in safest place that would offer the best returns.”

i

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Infinite Financial

(16)

Knowledge
Questions
Family

“They care about making their clients money and brining them to financial success, but also really care about the individuals well being throughout the whole proccess.”

i

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Atlantis Financial

(5)

Meeting

“His expertise in financial planning has moved our retirement idea into a plan & I feel confident that by following his suggestions, our retirement will be comfortable & secure.”

i

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“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.”

i

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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!”

i

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Wilimek Financial

(10)

Understand
Questions
Insight

“I thought I had enough insight into my finances but after taking Paula's course she really helped me understand where my weakness' were and not feel badly about not knowing.”

i

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“Duncan is so friendly and easy to work with.”

i

Best Financial Advisors near Georgina, ON

FBC Farm and Small Business Tax Consultants

Gane Financial

Plan With Trevor Insurance and Investments

Assante Capital Management

Tayler Insurance & Estate Planning

Seven Elements Wealth Planning

Area overview: Georgina, ON

RBC Dominion Securities

Wealth Achievers

Synergy Life Financial

Infinite Financial

Atlantis Financial

Ryan Stephenson - Manulife Securities

Three Thirds Financial

Prolaunch Corporation

Valuetrend Wealth Management

Liahona Capital

Divorce the Smartway - Mediation

A. Jones Wealth & Estate Planning

Wilimek Financial

Shuttleworth Wealth Management

Covenant Wealth Financial Services

Angelis Prattas Financial Advisor - Rockwater Wealth Management

Scotiamcleod

Goodwin Porter Hetu, Chartered Professional Accountants

Why these companies made our list

What clients say about firms near Georgina

Financial Advisors near Georgina

Popular in Georgina

Tools: Financial Advisors