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Deslauriers Groupe Financier
- Elle
- Service
- Understanding
“I managed to sort out my insurance and placement file in two meetings.”
Best Financial Advisors in Longueuil, QC
The highest-rated Financial Planning & Wealth Management companies out of 52 vetted & reviewed in the Longueuil area.
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Jean-Francois Bousquet Notaire
- Service
“Excellent professional service.”
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Ghassan Yahya - Management & Financial Services
“He listens and plans according to your needs.”
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Izapro
“Very good service”
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Groupe Financier Boulos
“Boulos family, an absolutely welcoming brokerage office!”
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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,...”
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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 ...”
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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...”
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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 ...”
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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...”
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Pauls & Associates
- 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).”
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Dimitri Lappos - Wealth Management
- 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.”
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Myriad Private Wealth With Ia Private Wealth - Joseph Alfie
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.”
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The St-Georges Group
- 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.”
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Sekure Payment Experts
“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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Olivier Truchon Conseiller en Sécurité Financière
- 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.”
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Stratéginc Groupe Financier
- 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.”
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Financière AT - Gestion de Patrimoine
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.”
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Émergence Cabinet de Services Financiers Inc.
- 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.”
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Everest Financial Services
- 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.”
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Rothenberg Wealth Management
- 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.”
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Elan Accounting Services
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.”
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SV Taxes and Accounting
- 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.”
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Assuruni
- 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 .”
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
Why these companies made our list
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