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Gosselin Gestion de Patrimoine Inc.
Ãpargne et Placement, Tous Les Services, Assurance Voyage
“Great service!”
Best Financial Advisors in Levis, QC
The highest-rated Financial Planning & Wealth Management companies out of 36 vetted & reviewed in the Levis area.
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Investia Services Financiers Inc.
“My family has complete confidence in this company.”
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Groupe Synergies Services Financiers
“LE PRÉSENT SITE N'EST PAS LA PROPRIÉTÉ DE DESJARDINS ASSURANCES, NI DE SFL PLACEMENTS, CABINET DE SERVICES FINANCIERS SFL PLACEMENTS A LE CONTRÔLE SUR L'INFORMATION CONTENUE SUR CE SITE PAR L'ENTREMISE DES RENSEIGNEMENTS QUI LUI ONT ÉTÉ FOURNIS TEL Q...”
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Capital Desjardins
“Very good working environment.”
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Services Financiers Stéphane Côté et Associé
“L'intervention du conseiller en sécurité financière complète également le travail des autres professionnels du milieu des affaires; les produits de placement spécialisés dans le cadre d'une stratégie fiscale élaborée par un comptable ou un fiscaliste...”
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Groupe Financier Stratège
Régimes de Retraites Collectifs, Assurance Collective
“Stratège Financial Group's exceptional reputation is built on its commitment to customer service excellence, ensuring a positive and proactive experience for all who use their services.”
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Groupe Financier Millénium Inc.
- Business
- Strategy
- Team
“Very professional !”
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Roy Métivier Roberge - Syndic Autorisé en Insolvabilité Québec
- Professional
- Labor
- Respect
“Napert in settling a file for me last Friday and above all asserting our rights and above all I highly recommend them thank you to the entire Roy Metivier Roberge team you do a good job”
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Steeve Perreault, Conseiller en Sécurité Financière
- Monetary Investment
- Service
“The partnership it establishes with several companies allows us to have access to competitive prices and to choose what suits us best according to our needs, whether it concerns life insurance, accident insurance, critical illness insurance, investme...”
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Jolicoeur Lapierre Gestion Financière
- Strategy
- Team
- Project
“He provided us with excellent advice to carry out one of our projects, putting in place an effective strategy, supporting us throughout the process, checking in on a regular basis and making sure to refer us to professional professionals.”
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RGP Gestion de Patrimoine
- Service
“I have trusted Steeve for over 20 years: That says it all!!!”
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EK Plus
- Monetary Investment
- Insurance
- Service
“Thank you to the professionals at EK+ for supporting me with simplicity and professionalism in obtaining my life insurance as well as in the management of my investments!!”
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Votreconseiller.net
- Insurance
“Supported by a large insurance company (Investia - IA Financial Group), I transferred the management of a portion of my family's financial assets to Ian.”
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Groupe Mirador
- Team
- Service
“Jean-Georges himself is recognized as a leading authority in the field of finance; he is a person of integrity, analytical and rigorous, who understands the needs of his clients and guides them in this direction.”
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Desfossés / Goulet
- Service
“The best team for service, listening, advice and always available to answer our questions.”
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Pelletier Services Financiers
Placements, Assurance, Analyse
“Simply perfect service in addition to a wonderful and smiling team!”
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Jean-Maurice Vézina - Équipe Conseil en Planification Financière
“Excellent team who sincerely care about their customers, very professional.”
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Groupe Financier Thériault
Produits Collectifs, Produits Individuels
“It is always a pleasure to deal with professionals.”
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Gaignard & Associates
- Tax Laws
- Service
“Doing business with Gaignard and associates means doing business with a multidisciplinary, dynamic, highly specialized team with expertise in all areas of taxation.”
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Gingras et Associés Cabinet de Services Financiers Inc.
Assurances Collectives, Assurances, Régimes de Rentes Collectives Pour Les Entreprises
“Gingras et associés est un cabinet de services financiers indépendant qui offre des solutions personnalisées aux clients individuels et commerciaux. Le monde de la finance n'est pas toujours facile à suivre et à comprendre, l'équipe de Gingras et ass...”
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Nicolas Flaugere Conseiller en Sécurité Financière
“Very good service and a person dedicated to his customers always there for good advice”
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Labbe Lisette Planificateur
Investissement et Placement, Planification Financière, Assurance de Personnes
“Ma mission depuis plus de 30 ans, guider et accompagner les particuliers et les entrepreneurs qui sont soucieux de leurs finances. Comme planificatrice financière, c'est important pour moi de connaitre les préoccupations de mes clients et d'apporter ...”
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C2 Services Financiers
Continuité Des Affaires, Conservation du Patrimoine, Parcours Entrepreneurial
“Ne manquez pas cette occasion de vous immerger dans l'univers de l'entrepreneuriat, d'apprendre des expériences vécues par ces innovateurs audacieux et de vous inspirer de leur succès. Restez à l'écoute pour découvrir les histoires captivantes qui se...”
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Groupe Financier Peak | Bureau Régional de Québec
“Depuis 30 ans, nous accueillons des conseillers à la recherche d'une véritable indépendance, où les produits maison, les objectifs de ventes et l'affiliation à un manufacturier de produits financiers n'existent tout simplement pas. Ainsi, les conseil...”
Retirement Planning and Investment Management Services in Levis, QC Cost Estimates
Minimum cost
$1242
Maximum cost
$10555
National Average
$3726
Avg Per Hour Rates
$373
$2484
$6830
Average price range is based on
490 cost profiles
Why these companies made our list
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