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Parasol Financial Solutions
“I required a financial advisor to turn my investments into a retirement income as I was reaching the age of 71.”
Best Financial Advisors in Loyalist, ON
The highest-rated Financial Planning & Wealth Management companies out of 34 vetted & reviewed in the Loyalist area.
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Hall & Associates CPA Professional Corporation
Bookkeeping Support, Virtual CFO, Financial Year End
“Deanna and her team offer a wide range of services that have helped our business run more effectively and everyone at the office is supportive and willing to help, no matter how big or small the question!”
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Kingston Financial
Insurance, Other Services, Health Insurance
“Most importantly, Steve had instilled in us a sense of confidence in being able to go forward with all the requirements of the aforementioned probate process.”
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Caldwell Wealth & Estate Advisory
“We appreciate a comfortable environment where the expert works his magic, but is able to present it in not only a professional way, but also in context we understand!!”
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Goldhar & Associates
“Excellent service, clear and concise, they are a good choice if you are in this situation”
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Cactus
“Recently started consulting and working with Aaron for helping solidify and work toward our short and long term financial goals, and have appreciated his welcoming, professional, and supportive approach from the outset.”
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True Life Insurance and Estate Solutions
“She is knowledgeable and always has her clients best interests in mind.”
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Financial Horizons Group
“Without one positive thing to day about you !!!!!”
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Kccu Wealth Solutions
“They look out for your needs and take care of all of your financial goals!”
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Herr Wealth Management
“Great communication throughout and she was instrumental in getting my claim processed for me.”
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Monarch Financial
“I offer expert advice that works for you now and in the future – because financial freedom should leave room for you to live. This means having control over your money, doing what makes you happy and focusing on your family, not just your pocketbook....”
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Financial Solutions Napanee
“Very helpful and don't mind answering questions 100% recommend Will continue to bring my”
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My Team-Financial
“My self and my husband have been with Jeff Bennett for over 18 years now and he and the staff at the office are amazing!”
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Winter Financial - IG Wealth Management
“Even though my investment window is somewhat shorter than most, I know that I am now on the right track and I no longer worry about whether or not I can retire.”
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Investment Planning Counsel
Calculators
“Planning is personal. We provide different levels of service that you can choose from – so you get what's most effective for you. We will help you find your preferred approach – whether you want to plan for a specific target goal, comprehensive wealt...”
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Newport Private Wealth
“Independent Thinking Diverse perspectives on our 13-person Investment Committee help us see things differently to uncover opportunity and manage risk. Dynamic Diversification Our expansive universe of traditional and alternative asset classes allows ...”
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Heritage Group Financial Svc
“At Heritage GIC's, we understand that managing an investment portfolio built over a lifetime can be a daunting task. Whether it's tracking maturities, finding the best interest rates or keeping clear records of where everything is, our team of dedica...”
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Empire Life Investment Company
“Empire Life Dividend Growth Mutual Fund and certain series of all Empire Life mutual funds were closed to new purchases as of October 3, 2022. These funds were subsequently terminated on December 5, 2022. See the”
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Sintra Wealth
“They are very kind people to work with!”
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Bespoke Capital Partners
“Q Wealth is a partnership that is owned by its partners, including Bespoke Capital Partners. As a client of Q Wealth, you may receive services from both Q Wealth and Bespoke Capital Partners. Note that individuals from Bespoke Capital Partners will o...”
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Salute Financial Entrepreneurs
“People are beginning to realize that something isn't right with the way their hard-earned money is being managed. The fees come but the growth does not. Answers to their questions are hard to come by. We know we can do better and strive for continuou...”
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Assante Financial Management - Fenlon Financial Division
“We appreciate that you have worked hard to attain your wealth—and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be comp...”
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Sean May Cfp, Cim, Fcsi - IG Wealth Management
“I have worked in Canada's financial services industry since 1996, assisting clients from Kingston, Ontario and across the country. From strategic planning to innovative solutions, my focus is always on building an efficient and results-driven relatio...”
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Secura Financial Group
“Helping clients be clear about their values, needs and wants is the mainstay of our work. With this understanding we are able to craft solutions that add value to the lives of our clients. We do this with a keen interest in using the most tax efficie...”
Retirement Planning and Investment Management Services in Loyalist, ON Cost Estimates
Minimum cost
$1191
Maximum cost
$10124
National Average
$3573
Avg Per Hour Rates
$358
$2382
$6551
Typical price range is based on
499 cost profiles
Why these companies made our list
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