Best Financial Advisors in Granby, QC

The highest-rated Financial Planning & Wealth Management companies out of 45 vetted & reviewed in the Granby area.

PLH Finance / Conseiller et Planificateur Financier

PLH Finance / Conseiller et Planificateur Financier

(5)
Entrepreneur / Travailleur Autonome, Gestion de Patrimoine, Proches Aidants
“Professional and personalized services we have established a retirement plan and we check the results periodically in order to achieve the set objectives”
In Business Since 2015
173 Rue Denison E, Granby, QC J2G 4C4
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Sens RL, Planification Financière

Sens RL, Planification Financière

(7)
  • Service
“Thanks to Danic and Marie-Josée, I finally have the support and resources allowing me to have better financial health and knowledge that gives me autonomy.”
In Business Since 2018
646 Rue Saint-Jude N, Granby, QC J2H 0Y2
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Dubois & Mathieu S.e.n.c.r.l.

Dubois & Mathieu S.e.n.c.r.l.

Services-Conseils, États Financiers, Impôts Des Particuliers
“Dubois & Mathieu, c'est 2 associés chevronnés cumulant plus de 20 ans d'expérience ayant réalisé des dizaines de missions d'examen, des centaines d'avis au lecteur, des milliers de déclarations d'impôts et surtout, c'est 2 passionnés de chiffres ayan...”
192 Rue Denison E, Granby, QC J2G 4C3
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Services Comptables Johanne Bélisle

Services Comptables Johanne Bélisle

“Utilisation du véhicule pour les travailleurs autonomes L'utilisation du véhicule personnel pour l'entreprise est fréquente pour les travailleurs autonomes. Que ce soit pour livrer un bien, se procurer du matériel, rencontrer un client. Les dépenses ...”
In Business Since 2015
164 Rue Cowie #303, Granby, QC J2G 3V3
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Sylvestre Leblond & Associés

Sylvestre Leblond & Associés

Évaluation Immobilière, Copropriété, Étude de Fonds de Prévoyance
“Sylvestre Leblond & Associés est une firme d'évaluateurs agréés ayant des bureaux à Saint-Hyacinthe et Granby. Nous réalisons depuis plus de 40 ans des mandats d'évaluation immobilière pour fins de financement hypothécaire, d'expropriation, de fiscal...”
In Business Since 2006
50 Rue du Centre, Granby, QC J2G 5B3
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Travel Insurance Compare

Travel Insurance Compare

“L'assurance voyage est un produit spécifique qui couvre les gens lorsqu'ils voyagent au Canada ou ailleurs dans le monde. Dans la majorité des cas, nous pensons à tort que notre assurance maladie, notre carte de crédit ou notre plan de retraite nous ...”
In Business Since 1998
193 Rue Denison E Bureau 202, Granby, QC J2H 2R4
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Ta Planif

Ta Planif

(50)
  • Availability
  • Service
  • Trust
“Professional, rigorous, patient, warm and very well informed, these are the qualities - rarely encountered all at once - that we found in Philippe Mainguy-Rochette and which allowed us to place our trust in him.”
Serving Granby Area
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Denicourt Notaires

Denicourt Notaires

(7)
Droit Immobilier, Droit Agricole, Droit DES Personnes
“All the employees with whom we had to speak were always very kind, polite and very friendly while also being just as professional.”
Serving Granby Area
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Réjean Bergeron CPA Inc.

Réjean Bergeron CPA Inc.

(1)
“Attentive and knowledgeable!”
In Business Since 2015
Serving Granby Area
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Services Financiers Robert Laliberté Inc. - Sfrl

Services Financiers Robert Laliberté Inc. - Sfrl

“Au-delà du rendement, nous offrons des placements fiscalement avantageux autant en accumulation qu'en décaissement. Notre service de planifications financière avancé permet à nos clients de se préparer d'avance pour leur retraite.”
In Business Since 2019
Serving Granby Area
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Planicoach

Planicoach

(5)
  • Popular Science
  • Pressure
  • Financial Coaching
“Tired of paying management fees for little service in financial institutions and wanting to take control of my personal finances, I was looking for an independent and experienced financial coach capable of enlightening me without pressure and with ob...”
In Business Since 2011
Serving Granby Area
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Me Ghislain Racine, Notaire

Me Ghislain Racine, Notaire

“Immobilier (hypothèque, vente, offre d'achat, quittance, servitude,...), testament, mandat en cas d'inaptitude, succession, contrat et célébration de mariage, corporatif et agricole, procédures non-contentieuses”
In Business Since 2007
Serving Granby Area
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Deslauriers Groupe Financier

Deslauriers Groupe Financier

(13)
  • Service
  • Monetary Investment
  • Understanding
“Call return, email response and very quick follow-up”
In Business Since 2013
184 Rue Saint-Charles O, Longueuil, QC J4H 1C9
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Dubois & Joyal Notaires

Dubois & Joyal Notaires

(7)
  • Service
“Me De Chantal quickly and very effectively answered my troubling questions on the issue of will research carried out at both organizations (Barreau du Québec and Chambres des Notaires).”
In Business Since 2017
365 Boulevard Sir Wilfrid Laurier, Beloeil, Quebec J3G 4T2
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Olivier l'Heureux Adm.a, B.a.a, Pl.fin, Rlu, Mba, Cim, Fcsi

Olivier l'Heureux Adm.a, B.a.a, Pl.fin, Rlu, Mba, Cim, Fcsi

(5)
“They will guide you to the best of their knowledge and give you the truth about your financial situation while directing you to the best products that relate to your investor profile.”
In Business Since 2021
1200 Rue Daniel - Johnson O, Saint-Hyacinthe, QC J2S 7K7
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Socium Groupe Financier

Socium Groupe Financier

(2)
“I have entrusted my insurance and my personal and company investments to Éric Olivier and his team (Randa and Aida) for years.”
Serving Granby Area
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Assante Capital Management

Assante Capital Management

(6)
Stratégies D’investissement, Retraite, Planification Fiscale
“My financial planner, Olivier L'Heureux, favors a global approach, a complete analysis based on my needs regardless of my portfolio.”
1200 Rue Daniel - Johnson O 4e étage Suite 4000, Saint-Hyacinthe, QC J2S 7K7
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Services Financiers Donald Bergeron

Services Financiers Donald Bergeron

(1)
Liste Document Pré-Rencontre Particulier, Liste Document Pré-Rencontre Entreprise
“He listens and responds to all our requests!”
Serving Granby Area
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Raymond Chabot - Syndic Autorisé en Insolvabilité

Raymond Chabot - Syndic Autorisé en Insolvabilité

“Faire un bilan de votre situation financière permet de bien comprendre où vous en êtes, encore plus que faire un simple budget. À l'aide de notre outil en ligne, faites le point sur vos finances personnelles en quelques étapes faciles. Vous pourrez a...”
In Business Since 2004
1355 Rue Daniel - Johnson O Bureau 2200, Saint-Hyacinthe, Quebec J2S 8W7
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Groupe Aura - Gestion de Patrimoine

Groupe Aura - Gestion de Patrimoine

“Groupe AURA - Gestion de Patrimoine est un cabinet de services financiers. Né d'une collaboration entre Jolyanne Brault et Daniel J Bélanger, notre mission est de vous aider et vous accompagner dans la gestion de votre patrimoine.”
In Business Since 2021
976 Rue Richelieu, Beloeil, Quebec J3G 4R1
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Wyngaert Wealth Essentials

Wyngaert Wealth Essentials

“Throughout our journey, we've upheld a commitment to blending time-honoured expertise with a deep understanding of the evolving financial landscape. Our team, a harmonious mix of seasoned experts and passionate professionals, works closely with each ...”
In Business Since 2019
1178 Rue Faessler, Beloeil, QC J3G 6C2
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Notaire Annick Dalpe

Notaire Annick Dalpe

“Orientée vers une pratique traditionnelle, Me Dalpé est en mesure de vous accompagner au moment de franchir certaines étapes importantes de votre vie. Que vous souhaitiez procéder à l'acquisition d'une propriété, à un refinancement hypothécaire, célé...”
In Business Since 2016
Serving Granby Area
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Stratéginc Groupe Financier

Stratéginc Groupe Financier

(50)
  • Planning
  • Service
  • Strategy
“He was able to adapt the strategies proposed according to the evolution of our needs and the explanations of the different options are clear, which allows us to make informed choices.”
In Business Since 2011
630 Bd Clairevue O bureau 103, Saint-Bruno-de-Montarville, QC J3V 6B4
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Taco Finance

Taco Finance

(50)
  • Reality
  • Service
  • Student
“I was initially afraid of receiving a "dirty speech" but the employee who helped me, Anthony Forcier, focused the meeting on my current situation and offered various excellent offers from various financial institutions for a line of credit and a card...”
In Business Since 2020
1055 Bd du Séminaire N Bureau 404, Saint-Jean-sur-Richelieu, QC J3A 1R7
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Retirement Planning and Investment Management Services in Granby, QC Cost Estimates

Minimum cost
$1230
Maximum cost
$10451
National Average
$3689
Avg Per Hour Rates
$369
$2459
$6763
Fair price range is based on 385 cost profiles
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Average Cost $3689
Minimum cost $1230
Maximum cost $10451
Avg Per Hour Rates $369

Fair range $2459 to $6763 is based on 385 cost profiles.

Why these companies made our list

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