Niagara Region Money Coaches
“Since he is not attached to any one financial institution, his suggestions have no strings attached and if implemented the way intended, the gain will be all ours.”
Best Financial Advisors near Lincoln, ON
These firms serve Lincoln from nearby bases in towns including St. Catharines, Fonthill and Grimsby.
15 firms listed · 3 open weekends · 13 rated 4.5+ · 1 shows a licence
Data verified October 16, 2026
Bluestone Financial
“Having Patty and Terry as advisors for 30 years, I can say they have high integrity and have helped us create a successful retirement portfolio.”
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Kingsman Associates
“Super easy this way for this process, thank you so much Kingsman associates.”
Primenet Financial
“Investment seem to be performing well, communication is there and Kevin is doing everything that he said he would do.”
Prosim Financial Group
“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.”
Primerica
“Michael Vanderloos went above and beyond to explain my investment vehicles and help me optimize!”
The 15 firms listed for Lincoln, ON 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: Lincoln, ON
13 of the 15 firms on this page have a rating, from 4.9 to 5.0 across 287 reviews; 2 have 50 or more reviews. 3 are open on Saturdays and 1 on Sundays. 1 shows a licence on its website. 6 have ten or more years of experience, the longest 33 years. 2 offer a free initial consultation. We have a website on file for 13 of the firms on this page; 13 publish a contact page; 11 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Lincoln offer a free first meeting?
2 of the 15 firms listed here offer a free introductory meeting. Expect a conversation about your situation, the firm's approach and its compensation, rather than recommendations. Bring your statements anyway, since it makes the discussion concrete.
RK Life Strategies
“Ive known Richard for 20 years is very knowledgeable and always there to help with whatever your needs may be!”
D.B. Wyatt and Associates, Manulife Wealth
“This team is very knowledgeable and attentive to service.”
Ironwood Wealth Management Group
“I am very happy so far with the results I've seen, as well as Brett, who has been helping me achieve my financial goals!”
Donro Financial Corporation
“The service at Donro Financial is second to none Willy and Don are like having friends to help in any situation I highly recommend!”
Natasha Dicienzo, Wealth Advisor, Scotia Wealth Management
“We met with Natasha to talk about our financial options, she was informative and professional and a pleasure to work with”
Thomas Laube Wealth Advisory/Investia Financial Services
Cibc Wood Gundy Carlomusto Investment Team
Assante Wealth Management
“Took the time for a very detailed retirement plan.”
DS Capital
Why these companies made our list
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