Best Financial Advisors in Kingston, ON

24 firms listed · 19 in Kingston · 14 rated 4.5+

Data verified October 18, 2026

Parasol Financial Solutions

Parasol Financial Solutions

(4)
“I required a financial advisor to turn my investments into a retirement income as I was reaching the age of 71.”
Free Initial Consultation
Transparent Fees & Pricing
820 Development Dr, Kingston, ON K7M 5V7
i
Kingston Financial

Kingston Financial

(3)
“Most importantly, Steve had instilled in us a sense of confidence in being able to go forward with all the requirements of the aforementioned probate process.”
Coupons & Offers
Kingston Financial Inc, 623 Fortune Crescent #300, Kingston, ON K7P 0L5
i
Caldwell Wealth & Estate Advisory

Caldwell Wealth & Estate Advisory

(5)
“We appreciate a comfortable environment where the expert works his magic, but is able to present it in not only a professional way, but also in context we understand!!”
Transparent Fees & Pricing
In Business Since 2010
650 Cataraqui Woods Dr #201, Kingston, ON K7P 2Y4
i
Kccu Wealth Solutions

Kccu Wealth Solutions

(1)
“They look out for your needs and take care of all of your financial goals!”
795 Gardiners Rd, Kingston, ON K7M
i
Financial Horizons Group

Financial Horizons Group

(1)
“Without one positive thing to day about you !!!!!”
In Business Since 1999
1473 John Counter Blvd Suite 300, Kingston, ON K7M 8Z6
i
Herr Wealth Management

Herr Wealth Management

(1)
“Great communication throughout and she was instrumental in getting my claim processed for me.”
In Business Since 2016
Parking lot, 912 Princess St, Kingston, ON K7L 1H1
i

The 24 firms listed for Kingston, 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: Kingston, ON

19 of the 24 firms we list are based in Kingston; the other 5 serve Kingston from towns including Odessa (10 km), Inverary (18 km) and Napanee (30 km). 15 of the firms on this page have a rating, from 3.7 to 5.0 across 48 reviews; 14 are rated 4.5 or higher. 9 have ten or more years of experience, the longest 29 years. 1 offers a free initial consultation and 1 lists coupons or special offers. We have a website on file for 23 of the firms on this page; 19 publish a contact page; 19 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.

Do firms listed for Kingston take financial planning bookings online?

3 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.

True Life Insurance and Estate Solutions

True Life Insurance and Estate Solutions

(1)
“She is knowledgeable and always has her clients best interests in mind.”
In Business Since 2019
218 King St E, Kingston, ON K7L 3A7
i
Monarch Financial

Monarch Financial

670 Fortune Crescent #1, Kingston, ON K7P 2T3
i
My Team-Financial

My Team-Financial

(1)
“My self and my husband have been with Jeff Bennett for over 18 years now and he and the staff at the office are amazing!”
In Business Since 2016
128 Ontario St, Kingston, ON K7L 2Y4
i
Newport Private Wealth

Newport Private Wealth

Transparent Fees & Pricing
218 King St E, Kingston, ON K7L 3A6
i
Investment Planning Counsel

Investment Planning Counsel

In Business Since 2020
204 Princess St, Kingston, ON K7L 1B2
i
Empire Life Investment Company

Empire Life Investment Company

Transparent Fees & Pricing
259 King Street East Investment Floor, Kingston, ON K7L 3A8
i
Heritage Group Financial Svc

Heritage Group Financial Svc

Transparent Fees & Pricing
300, 1473 John Counter Blvd Suite 300, Kingston, ON K7M 8Z6
i
Sintra Wealth

Sintra Wealth

(1)
“They are very kind people to work with!”
900 Purdy's Mill Rd Suite 101, Kingston, ON K7M 3M9
i
Secura Financial Group

Secura Financial Group

In Business Since 2003
1375 Gardiners Rd, Kingston, ON K7P 0L8
i
Assante Financial Management - Fenlon Financial Division

Assante Financial Management - Fenlon Financial Division

In Business Since 1998
264 King St E, Kingston, ON K7L 3A9
i
Salute Financial Entrepreneurs

Salute Financial Entrepreneurs

104-4 Cataraqui St, Kingston, ON K7K 1Z7
i
Bespoke Capital Partners

Bespoke Capital Partners

In Business Since 2023
4 Cataraqui St #25w, Kingston, ON K7K 1Z7
i
Professional Investments

Professional Investments

1180 Clyde Ct, Kingston, ON K7P
i
Cactus

Cactus

(5)
“Recently started consulting and working with Aaron for helping solidify and work toward our short and long term financial goals, and have appreciated his welcoming, professional, and supportive approach from the outset.”
In Business Since 2023
Inverary, ON · 18 km from Kingston
i
Winter Financial - IG Wealth Management

Winter Financial - IG Wealth Management

(5)
“Even though my investment window is somewhat shorter than most, I know that I am now on the right track and I no longer worry about whether or not I can retire.”
In Business Since 1997
Odessa, ON · 10 km from Kingston
i
Financial Solutions Napanee

Financial Solutions Napanee

(1)
“Very helpful and don't mind answering questions 100% recommend Will continue to bring my”
In Business Since 2014
Napanee, ON · 30 km from Kingston
i
Kingfisher Financial

Kingfisher Financial

(1)
“I appreciate Brent's knowledge first approach and his ability to offer insights in to your full financial picture.”
In Business Since 2019
Picton, ON · 50 km from Kingston
i
Delta Creek Financial Advisors

Delta Creek Financial Advisors

In Business Since 2016
Delta, ON · 56 km from Kingston
i

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top