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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 near Loyalist, ON
These firms serve Loyalist from nearby bases in towns including Kingston, Odessa and Napanee.
24 firms listed · 15 rated 4.5+
Data verified October 18, 2026
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Kingston Financial
“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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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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Kccu Wealth Solutions
“They look out for your needs and take care of all of your financial goals!”
The 24 firms listed for Loyalist, ON offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: Loyalist, ON
16 of the 24 firms on this page have a rating, from 3.7 to 5.0 across 49 reviews; 15 are rated 4.5 or higher. Domain records put 9 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers a free initial consultation and 1 lists coupons or special offers. We have a website on file for 23 of the firms on this page; 19 publish a contact page; 19 list a public email and 4 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Loyalist take financial planning bookings online?
4 of the 24 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.
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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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Financial Horizons Group
“Without one positive thing to day about you !!!!!”
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Monarch Financial
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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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Empire Life Investment Company
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Heritage Group Financial Svc
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Newport Private Wealth
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Investment Planning Counsel
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Sintra Wealth
“They are very kind people to work with!”
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Salute Financial Entrepreneurs
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Bespoke Capital Partners
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Secura Financial Group
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Assante Financial Management - Fenlon Financial Division
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Professional Investments
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Kingfisher Financial
“I appreciate Brent's knowledge first approach and his ability to offer insights in to your full financial picture.”
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Heidi Blondin Financial
“I left with more knowledge and tools that I can use to enhance my financial security and well-being.”
Why these companies made our list
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