Best Financial Advisors in Lincoln, ON

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

Niagara Region Money Coaches

Niagara Region Money Coaches

(30)
  • Budgeting
  • Feel
  • Peace
“He walked us through the basics of finances and investing while overseeing our budget tracking to highlight our actual spends (always raises some unknowns/unexpected expenses) .”
In Business Since 2014
36 Hiscott St Suite 200, St. Catharines, ON L2R 1C8
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Riz International

Riz International

(30)
  • Insights
  • Mentor
  • Mindset
“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.”
15+ Years Experience
3250 Schmon Pkwy, Thorold, ON L2V 4Y6
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Desy's Bookkeeping & Tax Services

Desy's Bookkeeping & Tax Services

(9)
“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.”
In Business Since 2021
Family Business
Serving Lincoln Area
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Primenet Financial

Primenet Financial

(4)
  • 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.”
In Business Since 2022
Free Initial Consultation
110 James St Suite 412, St. Catharines, ON L2R 7E8
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Grenning & Co.

Grenning & Co.

(3)
Corporate Tax Services, Payroll, Overview
“Highly recommend Fabian and staff for personal and business taxation needs.”
In Business Since 2013
589 Barton St #202, Stoney Creek, ON L8E 6E4
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RK Life Strategies

RK Life Strategies

(1)
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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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
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Gatt Wealth Management

Gatt Wealth Management

(1)
Resp, Retirement Planning, 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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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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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!”
In Business Since 2014
15 Elm St, Grimsby, ON L3M 1H1
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Gollert Financial Services

Gollert Financial Services

“Company Name - St. Catharines, ON. Company Message. Other”
In Business Since 2005
The Dominion Building, 39 Queen St, St. Catharines, ON L2R 5G6
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Goodman Brown Financial

Goodman Brown Financial

(1)
“They will work for you with no bias or influence from big investment firms or the large banks.”
In Business Since 2006
Serving Lincoln Area
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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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Aurora Tancock Financial Services

Aurora Tancock Financial Services

(1)
“Quality and informative detail provided allowing you to make an informed financial decision.”
In Business Since 2014
11 Race St, St. Catharines, ON L2R 3M1
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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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Basic Financial Services

Basic Financial Services

“As attractive and exciting retirement can be, it can also be overwhelming to plan for it. You have worked hard throughout your life. You worked hard and you saved hard. How long will your savings last? Are you concerned you will run out of money in r...”
In Business Since 2020
276 Geneva St, St. Catharines, ON L2N 2E8
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Niagara Wealth - Financial Coaching & Financial Solutions

Niagara Wealth - Financial Coaching & Financial Solutions

“Sean Straughan is a multiple time award winning Certified Financial Planner professional. With your objectives as our guide, we develop an integrated financial plan which addresses you and your family's needs at every stage of your life. We also offe...”
In Business Since 2012
17 Ontario Street Lower Level, 17 Ontario St, Grimsby, ON L3M 3G8
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IPC Securities Corporation - Jim Zoretich

IPC Securities Corporation - Jim Zoretich

(1)
Retirement Income, Charitable Giving, Estate Planning
“Jim was very kind and helped me with all my financial needs”
In Business Since 2013
Serving Lincoln Area
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Kemp Financial Group

Kemp Financial Group

“As a Certified Financial Planner, Rachel has proven to be an invaluable asset to KFG. Coming from a family of physicians, Rachel's practice has a strong focus on assisting physicians and other professionals with their financial planning. She, like ev...”
10++ Years Experience
Family Business
20 Corporate Park Dr, St. Catharines, ON L2S 3W2
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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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Adviant Financial Partners

Adviant Financial Partners

“We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about your financial situation, the more likely you are to reach your financial goals, and we're here to help you d...”
In Business Since 2015
Free Initial Consultation
3250 Schmon Pkwy #2, Thorold, ON L2V 4Y6
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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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Quinn Wealth Management

Quinn Wealth Management

“Quinn Wealth Management is a trade name used for dealer business only. Insurance products and services are offered through Manulife Securities Insurance Inc. Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Manulif...”
In Business Since 2021
Free Initial Consultation
25 Church St, St. Catharines, ON L2R 3B4
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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.

Why these companies made our list

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