Best Financial Advisors in Longueuil, QC

The highest-rated Financial Planning & Wealth Management companies out of 52 vetted & reviewed in the Longueuil area.

Deslauriers Groupe Financier

Deslauriers Groupe Financier

(13)
  • Elle
  • Service
  • Understanding
“I managed to sort out my insurance and placement file in two meetings.”
In Business Since 2013
184 Rue Saint-Charles O, Longueuil, QC J4H 1C9
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Jean-Francois Bousquet Notaire

Jean-Francois Bousquet Notaire

(8)
  • Service
“Excellent professional service.”
In Business Since 2011
755 Chem. du Coteau-Rouge, Longueuil, QC J4J 1Z4
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Ghassan Yahya - Management & Financial Services

Ghassan Yahya - Management & Financial Services

(1)
“He listens and plans according to your needs.”
In Business Since 2015
2071 Rue des Potentilles, Longueuil, QC J4N 0E9
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Izapro

Izapro

(1)
“Very good service”
In Business Since 2011
Licensed
1139 Rue Sainte-Hélène Suite: 101, Longueuil, QC J4K 3S3
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Groupe Financier Boulos

Groupe Financier Boulos

(1)
“Boulos family, an absolutely welcoming brokerage office!”
In Business Since 1997
182 Rue Saint-Charles O, Longueuil, QC J4H 1C9
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London Life Insurance Company : Yun Tao Zhang

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,...”
West, 1111 Rue Saint-Charles O bureau 950, Longueuil, Quebec J4K 5G4
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VÉgiard Bergevin

VÉgiard Bergevin

“Plus de 10 ans de collaboration avec le cabinet Végiard Bergevin … et que du bonheur! Fiabilité, compétence, intégrité, disponibilité et professionnalisme sont sans le moindre doute les qualités qui caractérisent le mieux les services de toute votre ...”
In Business Since 2018
630 Chem. de Chambly, Longueuil, QC J4H 3L8
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Synthèse

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...”
125 Rue Saint-Charles O, Longueuil, QC J4H 1C7
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Le Groupe Emeth

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 ...”
2645 Boulevard Jacques-Cartier E, Longueuil, QC J4N 1L7
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Galion Conseil

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...”
In Business Since 2013
365 Rue Saint-Jean bureau 100, Longueuil, QC J4H 2X7
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Pauls & Associates

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).”
In Business Since 2012
5465 Chem. Queen Mary #485, Montréal, QC H3X 1V5
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Dimitri Lappos - Wealth Management

Dimitri Lappos - Wealth Management

(14)
  • Portfolio
  • Financial
  • Market
“I've been working with Dimitri for a couple of years now and he always has a smile on his face, takes the time to be sure I understand the complexities of the market, and has helped me at arrive at the place I want to be, portfolio wise.”
Licensed
Serving Longueuil Area
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Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

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.”
In Business Since 2016
3773 Boulevard Cote Vertu Ouest #350b, Saint-Laurent, Quebec H4R 2M3
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The St-Georges Group

The St-Georges Group

(7)
  • Team
“Darren goes above and beyond to take the time to explain my options, ensuring that I have a very good understanding of each, so that I can make the best decision that fits my short and long term goals.”
Serving Longueuil Area
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Sekure Payment Experts

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.”
Remote Consultations Available
In Business Since 2012
Transparent Fees & Pricing
3 Place Ville Marie #200, Montréal, QC H3B
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Olivier Truchon Conseiller en Sécurité Financière

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.”
In Business Since 2018
2400 Rue Michelin bureau #500, Laval, Quebec H7L 5C3
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Stratéginc Groupe Financier

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.”
In Business Since 2011
630 Bd Clairevue O bureau 103, Saint-Bruno-de-Montarville, QC J3V 6B4
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Financière AT - Gestion de Patrimoine

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.”
In Business Since 2020
1555 Bd de l'Avenir bureau 211, Laval, Quebec H7S 2N5
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Émergence Cabinet de Services Financiers Inc.

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.”
3444 Pl. Joseph-N. Drapeau A2, Montréal, QC H1X 3J1
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Everest Financial Services

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.”
In Business Since 2020
Tour Est, 1 Holiday Ave Suite 315, Pointe-Claire, Quebec H9R 5N3
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Rothenberg Wealth Management

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.”
Transparent Fees & Pricing
Serving Longueuil Area
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Elan Accounting Services

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.”
In Business Since 2019
Transparent Fees & Pricing
3285 Boul Cavendish Suit 360, Montréal, QC H4B 2L9
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SV Taxes and Accounting

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.”
In Business Since 2017
125 Boulevard des Laurentides, Laval, Quebec H7G 2T4
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Assuruni

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 .”
In Business Since 2016
1955 De la Côte-de-Liesse Rd, Saint-Laurent, Quebec H4N 3A8
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Retirement Planning and Investment Management Services in Longueuil, QC Cost Estimates

Minimum cost
$1245
Maximum cost
$10579
National Average
$3734
Avg Per Hour Rates
$374
$2489
$6845
Typical price range is based on 359 cost profiles
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Average Cost $3734
Minimum cost $1245
Maximum cost $10579
Avg Per Hour Rates $374

Typical range $2489 to $6845 is based on 359 cost profiles.

Why these companies made our list

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