The highest-rated Financial Planning & Wealth Management companies out of 37 vetted & reviewed in the Lincoln area.
Learn how we score.
Prominent finalists A-Z in Lincoln
Bluestone Financial
Crawford, Smith and Swallow
David Wyatt
Desy’s Bookkeeping & Tax Services
Donro Financial Corporation
Gatt Wealth Management
Gollert Financial Services
Goodman Brown Financial
Grenning & Co.
IPC Securities Corporation – Jim Zoretich
Ironwood Wealth Management Group
Lepper Financial Services
Matthew Lumley – Financial Services
Niagara Region Money Coaches
Peak Investment Services
Primenet Financial
Primerica
Prosim Financial Group
RK Life Strategies
Riz International
SMR CPA
Savvy Livin For Women
Vision Financial Planning
Westdale Financial Services
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Niagara Region Money Coaches
(48)
Fee
Education
Peace
“Whether its goal setting, drawing up a budget, or investment strategies, and with the myriad of resources supplied to us, we felt empowered to make the decisions required for immediate and long term success.”
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Riz International
(50)
Insight
Masterclass
Regret
“I'm less than a month in but have already learned so much from his Elite program, and have gained enough confidence in Riz and his team to follow through with obtaining the Stocks and Options masterclasses.”
i
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Desy's Bookkeeping & Tax Services
(21)
Tax Returns
Family
“I only used them for my personal taxes but I am starting a new company and I will only use them for my professional bookkeeping that how much I trust and respect them.”
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Primenet Financial
(8)
Future
“Having someone like Kevin in your corner that offers genuine advice with a caring and intelligent approach, is what sets him and his business apart from others.”
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Prosim Financial Group
(8)
Team
Business
“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.”
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SMR CPA
(4)
Business and Tax Advisory Services, Bookkeeping Services, Corporate Accounting Services
“My company (and I) had been dealing with this Accounting Firm for over 20 years and dealt with Kim Saunders (and new owners Shehzad and Associates) during the last few years.”
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Grenning & Co.
(3)
Corporate Tax Services, Payroll, Overview
“Highly recommend Fabian and staff for personal and business taxation needs.”
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RK Life Strategies
(2)
Estate Planning, Investment Planning, Financial Planning For Business Owners
“Andrea is amazing to deal with and goes above and beyond to help you with your insurance travel needs.”
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Westdale Financial Services
(1)
Financial Planning For Young Families, Severance & Pension Transfers, Investment Plans & Products
“Steve takes his time explaining things and helps you work on your financial goals in small bites.”
“I've also referred him to some of my business clients who are greatly pleased with his level of service.”
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Peak Investment Services
(1)
“Know what they're doing.”
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Bluestone Financial
(5)
“I have trusted them with my finances for years.”
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Vision Financial Planning
Bookkeeping, CFO Services, Personal Financial Planning
“RGE & Associates provides the tools and resources to optimize your business. We offer CFO, Financial Planning, Bookkeeping Services across St. Catherines, Ontario.”
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Crawford Smith & Swallow
(9)
Bookkeeping, Taxation, Advisory
“I've been with Crawford, Smith and swallow for several years and will keep using them.”
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Lepper Financial Services
(2)
“Lepper financial went above and beyond to get me life insurance after my bank's life insurance company declined me.”
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Primerica
(1)
“Michael Vanderloos went above and beyond to explain my investment vehicles and help me optimize!”
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Matthew Lumley - Financial Services
(1)
“He graciously accepted the challenge and engaged my students with his great communication skills and with how he explained concepts with great examples.”
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Goodman Brown Financial
(1)
“They will work for you with no bias or influence from big investment firms or the large banks.”
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Savvy Livin For Women
“Savvy Livin for Womeninspires, educates and empowers women to attain harmony in all aspects of their lives. Savvy Women share and promote ideas and concepts learned through women for women so they can excel in their lives!”
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Ironwood Wealth Management Group
“Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Investment Industry Regulatory Organization of Canada (“IIROC”). Investment services are provided through Ir...”
“Jim was very kind and helped me with all my financial needs”
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Donro Financial Corporation
Professional Financial Planning, Advocacy, Mutual Funds
“Patricia Boyko has been our financial advisor for many years now. Her sound, prudent advice and disciplined approach have helped us progress towards our financial goals despite the carnage of the past few years. We greatly value her judicious applica...”
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Retirement Planning and Investment Management Services in Lincoln, ON Cost Estimates