The highest-rated Financial Planning & Wealth Management companies out of 52 vetted & reviewed in the Longueuil area.
Learn how we score.
Prominent finalists A-Z in Longueuil
AssurUni
Desslauriers Groupe Financier
Dettes.ca
Elan Accounting Services
Everest Financial Services
Financière AT – Gestion de Patrimoine
Galion Conseil
Groupe Financier Boulos
Groupe Natale
Izapro
Jean-Francois Bousquet Notaire
Le Groupe Emeth
London Life Insurance Company : Yun Tao Zhang
Myriad Private Wealth With Ia Private Wealth – Joseph Alfie
Olivier Truchon Conseiller en Sécurité Financière
Pauls & Associates
Rothenberg Wealth Management
SV Taxes and Accounting
Sekure Payment Experts
Services Financiers Ton Courtier
Stratéginc Groupe Financier
Synthèse
Taco Finance
Émergence Cabinet de Services Financiers Inc.
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Deslauriers Groupe Financier
(13)
Elle
Service
Understanding
“I managed to sort out my insurance and placement file in two meetings.”
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Jean-Francois Bousquet Notaire
(8)
Service
“Excellent professional service.”
i
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Izapro
(1)
“Very good service”
i
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Groupe Financier Boulos
(1)
“Boulos family, an absolutely welcoming brokerage office!”
i
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Synthèse
“Entrepreneure dans l'âme, j'ai co-fondé Synthèse en 2014, ou j'exprime mon talent à titre d'experte en efficacité opérationnelle et stratégique. Je conseille ma clientèle sur la mise en place de nouveaux processus efficaces et adaptés suite à l'analy...”
i
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London Life Insurance Company : Yun Tao Zhang
“Que vous soyez sur le point de fonder une famille, de prendre votre retraite ou que vous soyez à la tête d'une entreprise, je vous aiderai, vous ou votre entreprise, àélaborer un programme de sécurité financière sur mesure qui répondra à vos besoins,...”
i
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Le Groupe Emeth
“Il est crucial de souligner l'importance d'une planification financière personnalisée et de conseils adaptés sur le long terme pour vous, surtout en cette période où chacun a des opinions financières variées et où les réseaux sociaux influencent nos ...”
i
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Galion Conseil
“On sait qu'une transaction d'entreprise comporte d'importants aspects financiers. Cependant, c'est une transaction financière fortement influencée par l'humain. Au-delà des chiffres, nos analyses prennent en compte le facteur humain afin d'assurer un...”
i
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Myriad Private Wealth With Ia Private Wealth - Joseph Alfie
(3)
Retirement Planning, Investment Planning, Estate and Insurance Planning
“Not only is he able to present to them the right solution for their needs, he is extremely knowledgeable about changes in the economic environment and keeps me updated on a consistent basis.”
i
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Sekure Payment Experts
(44)
“Amanda Jessica Motter is my POC at Sekure merchant service and she is very excellent and always trying to help customer with loyalty, patients and with low cost.”
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Stratéginc Groupe Financier
(50)
Trust
Team
Planning
“I wanted to take a few minutes to write to you about how Pascal Dion was able to listen to me and advise me to develop my investments, thank you very much.”
i
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Olivier Truchon Conseiller en Sécurité Financière
(50)
Patient
Service
Merger
“I was advised by Olivier and the least I can say is that he listens to your needs and he looks at all the most advantageous options for your situation and he takes the time to check carefully.”
i
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Financière AT - Gestion de Patrimoine
(45)
Planification Fiscale, Assurances, Gestion de Patrimoine
“André is interested in your financial situation, understands it very well and does everything possible to suggest an investment profile that meets your expectations and your risk tolerance.”
i
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Émergence Cabinet de Services Financiers Inc.
(48)
Financial
Sympathetic
Professionalism
“Thank you Keven, thank you for everything I enjoyed working with you it was a real pleasure knowing you, thank you again for the help you gave me I really appreciate it.”
i
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Everest Financial Services
(48)
Goals
Knowledge
Future
“Steven had encouraged us to purchase critical illness insurance (which in all honesty I did begrudgingly) and it turned out to be best decision we ever made.”
i
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Rothenberg Wealth Management
(47)
Business
Receptionist
Patience
“Mylène was very informative and helpful as she took the time to explain each investment in my portfolio and the best strategies that I can benefit from.”
i
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Elan Accounting Services
(37)
Accounting and Bookkeeping, Income Tax Return, Payroll Services
“Working with Elan Accounting Services Inc was not only hassle-free, but it also provided me with peace of mind knowing that my financial matters were being handled by true professionals.”
i
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SV Taxes and Accounting
(45)
Specialist Degree
Company
Trust
“She always works in the best interests of her clients, always on time with the reminders and government updates and she never delays with the feedback to whatever requests you might have.”
i
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Assuruni
(44)
Information
Price
Company
“Joe is a great person and has great communication skills and listens to what the customer wants and he tries his best to satisfy your needs concerning your situation with insurance , I have no regrets .”
i
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Pauls & Associates
(44)
Communication
File
Review
“I appreciate how simple the process has been from A to Z as well as the recommendation he made for me to get a bigger return (even if in my case, I chose not to proceed with).”
i
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Taco Finance
(50)
Knowledge
Meeting
Reality
“) in order to improve my finances with the best means for me and they took the time to explain everything to me in detail to be sure that I don't miss anything.”
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Dettes.ca
(50)
Sleep
Info
Professionalism
“I was quickly taken care of everything happened very quickly and everything was done in less than a week, I can finally breathe I strongly suggest for anyone who needs help”
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Groupe Natale
(27)
Tax, Financial, Retirement & Estate Planning Services For Corporations, Business Owners, and Affluent Clients, Tax, Retirement & Estate Planning Services For Individuals & Families
“They have provided exceptional service in making the implementation of our group insurance plan as effortless as possible.”
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Services Financiers Ton Courtier
(45)
Prices
Insurance
Team
“Her ability to help me find insurance promptly and accurately, combined with her friendly and professional attitude, make her an exceptional collaborator.”
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Retirement Planning and Investment Management Services in Longueuil, QC Cost Estimates