View Profile
Best Financial Advisors near Grimsby, ON
2 of these firms are based in Grimsby; the others serve Grimsby from towns including Burlington (24 km), St. Catharines (26 km) and Stoney Creek (16 km).
5 open weekends · 19 rated 4.5+
Data verified October 16, 2026
View Profile
Thomas Laube Wealth Advisory/Investia Financial Services
View Profile
Niagara Region Money Coaches
- Advice
- Peace
- Goals
“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.”
View Profile
Kingsman Associates
- Cooperative
- Skills
- Expertise
“Quick and easy process with proper benefits.”
View Profile
The Accounting Place
- Family
- Corporate
“They are professional, responsive, good value for your money, but more than that they give you that personal touch that very few businesses do these days, I would highly recommend them for all your tax needs.”
View Profile
Safeguard Insurance and Financial Services
“Gaston took care of our family's life policies and has introduced us to investment options that have really made the difference in planning for our financial future.”
The 24 firms listed for Grimsby, 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: Grimsby, ON
22 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 310 reviews; 2 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 (96%), responsiveness (88%) and quality (60%). 5 are open on Saturdays. The services the firms on this page list most often on their websites are estate planning (4), financial planning (4), accounting (3), insurance planning (3) and retirement planning (2). 1 lists staff certifications (CFP). 12 have ten or more years of experience, the longest 30 years. 2 offer payment plans; 3 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; 23 list a public email and 5 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 Grimsby listed here?
2 of the 24 firms are in Grimsby itself. The rest come from other towns within 35 km. Registration category and provincial coverage matter more than proximity. Distances are straight-line.
View Profile
Maduri Financial Group
“Extremely professional, responsive, with the ability to provide a full financial plan inclusive of budgeting, life insurance, retirement and tax planning, investment accounts, and everything in between.”
View Profile
Ben Jacobs, MA, Financial Advisor
- Business
- Insurance
- Investments
“He explained to me that he will also do the same for every future eligable employee moving forward as well as offer support to our HR department in getting them set up.”
View Profile
Hudson Wealth and Trust Planning Group
“Granted, I lacked experience in those specific realms of finance back in 2015 but the passage of time has proven his recommendations on all fronts to be infallible”
View Profile
Dean Paley, Cpa, CGA
- Knowledge
“Highly recommend working with Dean - highly responsive and client-centred, extremely knowledge, will go the extra mile to meet all of your accounting needs.”
View Profile
Joseph Truscott, Chartered Accountant and Management Consultants
“Great staff, well organized.”
View Profile
Bold Barrel Financial - Kevin Schuster
- Knowledge
- Financial Plan
- Retirement
“Kevin is very easy to talk to and he wants to make sure that we fully understand everything we are talking about with regards to our financial planning.”
View Profile
Metherell Financial
- Portfolio
- Team
- Questions
“Regardless of the size of your portfolio the team at Metherell Financial are always looking out for you and always willing to address any questions or concerns.”
View Profile
IPC Securities Corporation - Paolo Sabatini
“*****Moved to 4170 Fairview St.”
View Profile
Prosim Financial Group
- Family
- Insurance
- Team
“Exceptional service, Prosim was both professional and easy to work with when inquiring about life insurance for both myself and my girlfriend after becoming home owners!”
View Profile
Life Insurance and Investment - Independent Advisor
“His strength comes from understanding his clients need very well and building custom solutions .”
View Profile
Halton Wealth Management
- Client
- Fashion
“Over the years he has helped us grow our portfolio enabling us to retire a little earlier than expected and still live life within our means and worry free.”
View Profile
Sovereign Wealth
- Invest
“Whitney has a unique talent for breaking down complex business concepts into simple, actionable steps, making it easier for women from all walks of life to understand and apply them.”
View Profile
Blackmore Levy Group
“Joanna was very passionate in providing me with exceptional sound advice while ensuring I fully understood and felt comfortable with my financial decision.”
View Profile
Wealthable
- Strategy
- Team
“I would definitely recommend Wealthable to anyone in Ontario, Toronto, Burlington or even anyone online who needs help in corporation, small businesses and even personal accounting, regarding any financial planning, retirement planning, estate planni...”
View Profile
Bluestone Financial
“Very good”
View Profile
Westdale Financial Services
“Steve takes his time explaining things and helps you work on your financial goals in small bites.”
View Profile
Mueller Financial Group
“The ideology is based on traditional time proven models and safety nets.”
View Profile
Integrity Wealth Management
“An exception organization with innovative financial planning strategies.”
Why these companies made our list
What clients say about firms near Grimsby
- “Brynn and the team at Metherell Financial have guided and supported my families financial planning for years now with a high level of expertise and customer service.” — client of Metherell Financial
- “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.” — client of Prosim Financial Group
- “I really don't think I could ask for a more honest or sincere advisor to be handling my portfolio.” — client of Halton Wealth Management
Excerpts from public reviews of the firms listed on this page.
Is this page useful? Yes
No
Is there anything wrong with this page?
