Best Financial Advisors in Kingston, ON

Handpicked from 42 vetted & reviewed Financial Planning & Wealth Management firms in the Kingston area, explore the top 5 leading options among the selected group of 24 finalists.

Steve Syrett, Financial Planner

Steve Syrett, Financial Planner

(3)
Insurance, Retirement, Business
“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
In Business Since 2017
Freedom 55 Financial, 623 Fortune Crescent Suite 300, Kingston, ON K7P 0L5
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Kccu Wealth Solutions

Kccu Wealth Solutions

(1)
“They look out for your needs and take care of all of your financial goals!”
In Business Since 2017
795 Gardiners Rd, Kingston, ON K7M 7E6
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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
In Business Since 2019
820 Development Dr, Kingston, ON K7M 5V7
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Michael McKale BA, Pfp, CFP Parasol Financial , Investa

Michael McKale BA, Pfp, CFP Parasol Financial , Investa

(4)
“Finally ,with Limestone Wealth management my money is working for me.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2019
820 Development Dr, Kingston, ON K7M 5V7
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Accuracy Plus Accounting & Tax Services

Accuracy Plus Accounting & Tax Services

(3)
Small Business Services, Insurance & Estate Planning, Legal Wills
“Great people to work with, taxes done accurately and delivered in a timely fashion.”
Family Business
In Business Since 2007
775 Strand Blvd #6, Kingston, ON K7P 3Y9
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
96 (100)
Minimum Reputation Rank
99 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
Goldhar & Associates

Goldhar & Associates

(1)
“William, Birgit and everyone else we spoke to and worked with were excellent!”
Free Initial Consultation
In Business Since 2013
221 Queen St Suite #203, Kingston, ON K7K 1B4
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True Life Insurance and Estate Solutions

True Life Insurance and Estate Solutions

(2)
“She is knowledgeable and always has her clients best interests in mind.”
In Business Since 2019
218 King St E, Kingston, ON K7L 3A7
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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
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Monarch Financial

Monarch Financial

“I offer expert advice that works for you now and in the future – because financial freedom should leave room for you to live. This means having control over your money, doing what makes you happy and focusing on your family, not just your pocketbook....”
In Business Since 2022
670 Fortune Crescent #1, Kingston, ON K7P 2T3
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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
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Empire Life Investment Company

Empire Life Investment Company

“Empire Life Dividend Growth Mutual Fund and certain series of all Empire Life mutual funds were closed to new purchases as of October 3, 2022. These funds were subsequently terminated on December 5, 2022. See the”
Transparent Fees & Pricing
In Business Since 2011
259 King Street East Investment Floor, Kingston, ON K7L 3A8
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Heritage Group Financial Svc

Heritage Group Financial Svc

“At Heritage GIC's, we understand that managing an investment portfolio built over a lifetime can be a daunting task. Whether it's tracking maturities, finding the best interest rates or keeping clear records of where everything is, our team of dedica...”
Transparent Fees & Pricing
In Business Since 2008
128 Ontario St, Kingston, ON K7L 2Y4
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Assante Financial Management - Fenlon Financial Division

Assante Financial Management - Fenlon Financial Division

French, English, Protecting Your Assets
“We appreciate that you have worked hard to attain your wealth—and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be comp...”
In Business Since 1998
264 King St E, Kingston, ON K7L 3A9
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IPC Investment Corporation - Richard Kizell

IPC Investment Corporation - Richard Kizell

“Planning is personal. We provide different levels of service that you can choose from – so you get what's most effective for you. We will help you find your preferred approach – whether you want to plan for a specific target goal, comprehensive wealt...”
In Business Since 2013
204 Princess St, Kingston, ON K7L 1B2
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Salute Financial Entrepreneurs

Salute Financial Entrepreneurs

“People are beginning to realize that something isn't right with the way their hard-earned money is being managed. The fees come but the growth does not. Answers to their questions are hard to come by. We know we can do better and strive for continuou...”
In Business Since 2005
104-4 Cataraqui St, Kingston, ON K7K 1Z7
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Arie Korteweg

Arie Korteweg

“I offer expert advice that works for you now and in the future – because financial freedom should leave room for you to live. This means having control over your money, doing what makes you happy and focusing on your family, not just your pocketbook....”
In Business Since 2022
1473 John Counter Blvd #301, Kingston, ON K7M 8Z6
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Secura Financial Group

Secura Financial Group

“Working with Jeff Hancock has helped us to feel much more comfortable with our investments and finances. Jeff has taken the time to understand what is important to us and helped us develop a plan so we know how much we can comfortably spend, so we ca...”
In Business Since 2003
1375 Gardiners Rd, Kingston, ON K7P 0L8
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Buchner Financial Planning

Buchner Financial Planning

(4)
“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.”
Free Initial Consultation
In Business Since 2020
Serving Kingston Area
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Winter Financial - IG Wealth Management

Winter Financial - IG Wealth Management

“See posts, photos and more on Facebook.”
In Business Since 1997
Serving Kingston Area
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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
Serving Kingston Area
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Lennox & Addington Financial Centre

Lennox & Addington Financial Centre

Serving Kingston Area
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Delta Creek Financial Advisors

Delta Creek Financial Advisors

“Looking to protect your livelihood or business but not sure where to turn? Need help developing a contingency plan for an unexpected emergency? Let us guide you. With years of experience, our group has the capabilities and expertise preparing a safet...”
In Business Since 2016
Serving Kingston Area
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Roche

Roche

(2)
“Great service from Elaine”
In Business Since 2014
Bell Blvd, Belleville, ON K8P 5H3
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Quinte Business Accounting Services

Quinte Business Accounting Services

(28)
Advisory, Payroll, Quickbooks™
“QB has done my taxes for last three years I have never had any problems with my taxes and thry are quick and they get everything rightfully returned to me.”
In Business Since 2014
365 N Front St Unit 15B, Belleville, ON K8P 5A5
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Retirement Planning and Investment Management Services in Kingston, ON Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 332 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Typical range $2000 to $5500 is based on 332 cost profiles.

Why these companies made our list

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