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PLH Finance / Conseiller et Planificateur Financier
- Service
“Professional and personalized services we have established a retirement plan and we check the results periodically in order to achieve the set objectives”
Best Financial Advisors near Granby, QC
3 of these firms are based in Granby; the others serve Granby from towns including Beloeil (41 km), Saint-Jean-sur-Richelieu (43 km) and Bromont (12 km).
1 open weekends · 19 rated 4.5+
Data verified October 19, 2026
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Sens RL, Planification Financière
- 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.”
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Travel Insurance Compare
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Ta Planif
- 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.”
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Denicourt Notaires
- Service
“All the employees with whom we had to speak were always very kind, polite and very friendly while also being just as professional.”
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Réjean Bergeron CPA Inc.
“Attentive and knowledgeable!”
The 24 firms listed for Granby, QC 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: Granby, QC
20 of the 24 firms on this page have a rating, from 4.1 to 5.0 across 604 reviews; 5 have 50 or more reviews and 19 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), quality (54%) and responsiveness (49%). 1 is open on weekends. 10 have ten or more years of experience, the longest 28 years. We have a website on file for 23 of the firms on this page; 15 publish a contact page; 16 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Granby listed here?
3 of the 24 firms are in Granby itself. The rest come from other towns within 55 km. Registration category and provincial coverage matter more than proximity. Distances are straight-line.
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Services Financiers Robert Laliberté Inc. - Sfrl
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Planicoach
- 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...”
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Me Ghislain Racine, Notaire
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Deslauriers Groupe Financier
- Service
- Monetary Investment
- Understanding
“Call return, email response and very quick follow-up”
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Dubois & Joyal Notaires
- 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).”
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Olivier l'Heureux Adm.a, B.a.a, Pl.fin, Rlu, Mba, Cim, Fcsi
“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.”
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Socium Groupe Financier
“I have entrusted my insurance and my personal and company investments to Éric Olivier and his team (Randa and Aida) for years.”
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Assante Capital Management
- Service
“My financial planner, Olivier L'Heureux, favors a global approach, a complete analysis based on my needs regardless of my portfolio.”
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Services Financiers Donald Bergeron
“He listens and responds to all our requests!”
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Groupe Aura - Gestion de Patrimoine
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Notaire Annick Dalpe
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Wyngaert Wealth Essentials
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Stratéginc Groupe Financier
- 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.”
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Taco Finance
- 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...”
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Finexia
- Information
- Team
- Monetary Investment
“I highly recommend Finexia for their expertise, their professionalism, their ability to develop personalized financial strategies and their human side.”
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Lacasse Financial Services
- Questions
- Trust
- Monetary Investment
“I am quite familiar with how the TFSA works but I liked the fact that it can be transferred to the surviving spouse without affecting their maximum allowed and still with tax-free returns.”
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Mathieu Marcil, Pl.fin.
- Service
- Trust
- Strategy
“Professional, available and excellent knowledge of different financial planning strategies, he listens to our needs and always finds what will optimize our financial situation.”
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Services Financiers Conseils J & M Inc
- Trust
- Insurance
- Sympathetic
“We all know that when the time comes to choose an insurance advisor of any kind, it is normal to be fearful since we have all heard in the past of unfortunate stories of customers cheated by a representative who cares more about his pocket than the r...”
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
Why these companies made our list
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