Lincoln, ON

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Lincoln, ON
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Best Financial Advisors in Lincoln, ON

The highest-rated Financial Planning & Wealth Management companies out of 37 vetted & reviewed in the Lincoln area.

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Niagara Region Money Coaches

Niagara Region Money Coaches

(50)
  • Goals
  • Fee
  • Meeting
“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.”
In Business Since 2014
36 Hiscott St Suite 200, St. Catharines, ON L2R 1C8
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Riz International

Riz International

(50)
  • Insight
  • Options
  • Strategies
“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.”
In Business Since 2015
3250 Schmon Pkwy, Thorold, ON L2V 4Y6
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Desy's Bookkeeping & Tax Services

Desy's Bookkeeping & Tax Services

(30)
  • Number
  • Season
  • Price
“My experience with Desy's bookkeeping and tax services, they are very accurate and efficient, they will be getting my business for now on from our family see you soon.”
Family Business
Serving Lincoln Area
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Darren Bruce, Cpa, Professional Corporation

Darren Bruce, Cpa, Professional Corporation

(21)
Financial and Tax Planning, Individual Income Tax Preparation, Small Business Consulting
“I got to work with Darren directly and he was able to meet me where I was at in terms of my prior knowledge and then taught me some really great strategies.”
In Business Since 2009
7 Raymond St, St. Catharines, ON L2R 2S9
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Primenet Financial

Primenet Financial

(10)
  • Future
  • Communication
“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.”
In Business Since 2022
Free Initial Consultation
145 King St, St. Catharines, ON L2R 3J2
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Prosim Financial Group

Prosim Financial Group

(8)
  • Insurance
  • Family
  • 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.”
20 Corporate Park Dr Suite 201, St. Catharines, ON L2S 3W2
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SMR CPA

SMR CPA

(4)
Business and Tax Advisory Services, Bookkeeping Services, Business Registration 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.”
427 Welland Ave, St. Catharines, ON L2M 5V1
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RK Life Strategies

RK Life Strategies

(3)
Estate Planning, Investment Planning, Financial Planning For Business Owners
“A pleasure to do business with.”
20+ Years Experience
10 Dunlop Dr, St. Catharines, ON L2R 1A2
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Bluestone Financial

Bluestone Financial

(6)
“Very good”
96 Queen St, St. Catharines, ON L2R 5H3
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Gatt Wealth Management

Gatt Wealth Management

(1)
Resp, Retirement Strategy, Critical Illness Insurance
“I've also referred him to some of my business clients who are greatly pleased with his level of service.”
In Business Since 2017
437 Welland Ave, St. Catharines, ON L2M 5V2
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Westdale Financial Services

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.”
In Business Since 2013
8 Grandview Ave, Stoney Creek, ON L8E 5A5
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D.B. Wyatt and Associates, Manulife Wealth

D.B. Wyatt and Associates, Manulife Wealth

(1)
Estate Planning, Wealth Management, Financial Planning
“This team is very knowledgeable and attentive to service.”
23 Church St, St. Catharines, ON L2R 3B4
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Vision Financial Planning

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.”
In Business Since 2016
96 Church St, St. Catharines, ON L2R 3C8
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Crawford Smith & Swallow

Crawford Smith & Swallow

(9)
Bookkeeping, Taxation, Advisory
“I've been with Crawford, Smith and swallow for several years and will keep using them.”
In Business Since 1995
43 Church St #400, St. Catharines, ON L2R
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Lepper Financial Services

Lepper Financial Services

(2)
“Lepper financial went above and beyond to get me life insurance after my bank's life insurance company declined me.”
In Business Since 2018
109 Northwood Dr, Welland, ON L3C 6S3
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Primerica

Primerica

(1)
“Michael Vanderloos went above and beyond to explain my investment vehicles and help me optimize!”
In Business Since 1993
3550 Schmon Pkwy Unit 1A, 2nd Floor, Thorold, ON L2V 4Y6
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Matthew Lumley - Financial Services

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.”
In Business Since 2021
251 St Paul St W, St. Catharines, ON L2N 0B1
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Savvy Livin For Women

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!”
15 Elm St, Grimsby, ON L3M 1H1
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Ironwood Wealth Management Group

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...”
In Business Since 2001
Serving Lincoln Area
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Gollert Financial Services

Gollert Financial Services

In Business Since 2005
The Dominion Building, 39 Queen St, St. Catharines, ON L2R 5G6
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Keith McConkey Financial Advisor Niagara

Keith McConkey Financial Advisor Niagara

(5)
Tax Minimization Strategies, Income Replacement Strategies, Entrepreneurs
“I would highly recommend Keith to anyone wanting to achieve better financial outcomes.”
Emergency Services
Serving Lincoln Area
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Peak Investment Services

Peak Investment Services

(1)
“Know what they're doing.”
In Business Since 1996
Free Initial Consultation
650 Vine St, St. Catharines, ON L2M 3V6
Featured

Le 27e Congrès National PEAK est dans moins d'un mois! C’est une occasion phare pour l’ensemble du réseau de conseillers PEAK. nnDes séminaires, des discussions et des ateliers enrichiront les pratiques de nos conseillers indépendants. Pour leur conjoints/es, des activités divertissantes sont prévues pour garantir que tous passent un moment inoubliable. Les moments marquants comprendront une soirée thématique et une élégante soirée de gala. nnNotre équipe travaille fort pour vous garantir une expérience des plus enrichissante. 🌟nnÀ nos conseillers : Attention, quelques jours seulement pour réserver votre place ! nn_____________nnThe 27th PEAK National Conference is less than a month away! This is a key opportunity for the entire PEAK advisor network. nnSeminars, discussions and workshops will enrich the practices of our independent advisors. For their spouses, fun activities are planned to ensure that everyone has an unforgettable time. Highlights include a themed evening and an elegant gala evening. nnOur team is dedicated to providing you with an exceptional experience. 🌟nnTo our advisors: Only a few days to reserve!

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Donro Financial Corporation

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...”
15 Lyman St, St. Catharines, ON L2R 5M8
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Natasha Dicienzo, Wealth Advisor, Scotia Wealth Management

Natasha Dicienzo, Wealth Advisor, Scotia Wealth Management

(1)
“We met with Natasha to talk about our financial options, she was informative and professional and a pleasure to work with”
In Business Since 2018
Licensed
80 King St Suite 705, St. Catharines, ON L2R 7G1
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Retirement Planning and Investment Management Services in Lincoln, ON Cost Estimates

Minimum cost
$1208
Maximum cost
$10268
National Average
$3624
Avg Per Hour Rates
$363
$2416
$6644
Typical price range is based on 395 cost profiles
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Average Cost $3624
Minimum cost $1208
Maximum cost $10268
Avg Per Hour Rates $363

Typical range $2416 to $6644 is based on 395 cost profiles.

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Wealth Management Advisors near Lincoln

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