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Rivard

(37)

Service
Team
Strategy

“The range of products offered is incredible, the expertise of the advisors is worth gold and they introduced me to enormous opportunities that I had never heard of despite the fact that I had already met an advisor at my bank.”

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Monarque Conseil

(17)

Service
Life
Availability

“I have been a client of Céline Paret for several years for my RRSP and CElI investments, Céline who prepared and validated my retirement plan, I am now retired and as planned everything is perfect, Céline communicates regularly and Follow-ups on what...”

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Kapitalgp

(2)

“A dynamic team with whom you feel guided and well informed!”

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Assante Équipe Baillargé

(2)

“A professional team, passionate and present for its customers.”

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Gestion Phocus

(1)

“Excellent service!”

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Daniel Binet Notaire

(3)

Service
Price

“The time required to have an appointment was very short and for the signature it only took a few working days before the document was ready.”

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The 24 firms listed for L'Assomption, 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: L'Assomption, QC

17 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 503 reviews; 7 have 50 or more reviews and 15 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (53%) and quality (39%). The topics that come up most in reviews of the firms on this page are "price" and "trust". 1 is open on Saturdays. Domain records put 10 websites of the firms on this page at ten or more years old; the oldest dates from 2000. We have a website on file for 22 of the firms on this page; 12 publish a contact page; 16 list a public email and 4 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 L'Assomption take financial planning bookings online?

4 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.

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Planification Fiscale Simon Rivest - Fiscaliste Joliette

(3)

“Explained to me what he did and helped me get organized when I became self-employed.”

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Finances Au Feminin

(1)

“Jo-Anne's mission is to improve the financial security of women by offering them financial advice adapted to their family and financial situation.”

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Gestion Lange

(1)

“Fast, efficient, very intelligent and above all: very funny!”

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Alexandra Deschamps Notaire

(10)

“Competent, human and professional, she knows how to explain the complexities of the law in a simple way!”

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Groupe Financier BCL

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Les Gars de la Finance

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Planif-Globale

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Le Groupe Financier du Boisé

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Caroline Dame

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Partenaires Alpha IPC Valeurs Mobilières Benoît Beaumont

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Les Services Financiers Paul Dupuis

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Marie Hélène Archambault

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Olivier Truchon Conseiller en Sécurité Financière

(50)

Service
Patient
Merger

“I was advised by Olivier and the least I can say is that he listens to your needs and he looks at all the most advantageous options for your situation and he takes the time to check carefully.”

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Stratéginc Groupe Financier

(50)

Service
Planning
Team

“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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Financière AT - Gestion de Patrimoine

(45)

Service
Honest
Insurance

“I've got a privilege to meet Mr Andre Tcholakian, 3 years ago and I'm proud of his amazing work and dedication as my financial advisor and for my family as well, very professional and competent a great human being.”

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Émergence Cabinet de Services Financiers Inc.

(48)

Professionalism
Sympathetic
Pressure

“He is a responsible and professional agent who was able to, in a few words, give me the information relevant to my achievements, but also provide me with answers to questions and an understanding of the financial uncertainty that we are currently exp...”

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Rothenberg Wealth Management

(47)

Portfolio
Patience
Receptionist

“He was incredibly transparent and really took the time to explain the different strategies, avenues, and most importantly the risks associated with each avenue we could take for my portfolio & retirement.”

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Pauls & Associates

(44)

Questions
File
Review

“An excellent professional service, very knowledgeable and experienced staff, they take the time to explain your case in detail, give you the necessary advises and recommendations on how to optimize your tax return.”

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Average Cost	$3606
Minimum cost	$1202
Maximum cost	$10215
Avg Per Hour Rates	$361

Best Financial Advisors near L'Assomption, QC

Rivard

Monarque Conseil

Kapitalgp

Assante Équipe Baillargé

Gestion Phocus

Daniel Binet Notaire

Area overview: L'Assomption, QC

Planification Fiscale Simon Rivest - Fiscaliste Joliette

Finances Au Feminin

Gestion Lange

Alexandra Deschamps Notaire

Groupe Financier BCL

Les Gars de la Finance

Planif-Globale

Le Groupe Financier du Boisé

Caroline Dame

Partenaires Alpha IPC Valeurs Mobilières Benoît Beaumont

Les Services Financiers Paul Dupuis

Marie Hélène Archambault

Olivier Truchon Conseiller en Sécurité Financière

Stratéginc Groupe Financier

Financière AT - Gestion de Patrimoine

Émergence Cabinet de Services Financiers Inc.

Rothenberg Wealth Management

Pauls & Associates

Retirement Planning and Investment Management Services in L'Assomption, QC Cost Estimates

Why these companies made our list

Financial Advisors near L'Assomption

Popular in L'Assomption

Tools: Financial Advisors