Best Financial Advisors in Loyalist, ON

The highest-rated Financial Planning & Wealth Management companies out of 34 vetted & reviewed in the Loyalist area.

Michael McKale BA, Pfp, CFP Parasol Financial , Investa

Michael McKale BA, Pfp, CFP Parasol Financial , Investa

(4)
“Finally ,with Limestone Wealth management my money is working for me.”
Free Initial Consultation
In Business Since 2019
Transparent Fees & Pricing
820 Development Dr, Kingston, ON K7M 5V7
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Parasol Financial Solutions

Parasol Financial Solutions

(4)
“I required a financial advisor to turn my investments into a retirement income as I was reaching the age of 71.”
Free Initial Consultation
In Business Since 2019
Transparent Fees & Pricing
820 Development Dr, Kingston, ON K7M 5V7
i
Accuracy Plus Accounting & Tax Services

Accuracy Plus Accounting & Tax Services

(3)
Small Business Services, Farms, Seniors
“Great people to work with, taxes done accurately and delivered in a timely fashion.”
In Business Since 2007
Family Business
Serving Loyalist Area
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Steve Syrett, Financial Planner

Steve Syrett, Financial Planner

(3)
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.”
In Business Since 2017
Coupons & Offers
Freedom 55 Financial, 623 Fortune Crescent Suite 300, Kingston, ON K7P 0L5
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Buchner Financial Planning

Buchner Financial Planning

(4)
“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.”
In Business Since 2020
Free Initial Consultation
Serving Loyalist Area
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Goldhar & Associates

Goldhar & Associates

(1)
“William, Birgit and everyone else we spoke to and worked with were excellent!”
In Business Since 2013
Free Initial Consultation
221 Queen St Suite #203, Kingston, ON K7K 1B4
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True Life Insurance and Estate Solutions

True Life Insurance and Estate Solutions

(2)
“I would refer her to anyone and am grateful to have had such a person work with me to ensure that I received the best.”
In Business Since 2019
218 King St E, Kingston, ON K7L 3A7
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Kccu Wealth Solutions

Kccu Wealth Solutions

(1)
“They look out for your needs and take care of all of your financial goals!”
In Business Since 2017
795 Gardiners Rd, Kingston, ON K7M 7E6
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Herr Wealth Management

Herr Wealth Management

(1)
“Great communication throughout and she was instrumental in getting my claim processed for me.”
In Business Since 2016
Parking lot, 912 Princess St, Kingston, ON K7L 1H1
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Monarch Financial

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....”
In Business Since 2022
670 Fortune Crescent #1, Kingston, ON K7P 2T3
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Financial Solutions Napanee

Financial Solutions Napanee

(1)
“Very helpful and don't mind answering questions 100% recommend Will continue to bring my”
In Business Since 2014
Serving Loyalist Area
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My Team-Financial

My Team-Financial

(1)
“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!”
In Business Since 2016
128 Ontario St, Kingston, ON K7L 2Y4
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Assante Financial Management - Fenlon Financial Division

Assante Financial Management - Fenlon Financial Division

French, Protecting Your Assets, English
“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...”
In Business Since 1998
264 King St E, Kingston, ON K7L 3A9
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Heritage Group Financial Svc

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...”
In Business Since 2008
Transparent Fees & Pricing
128 Ontario St, Kingston, ON K7L 2Y4
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Empire Life Investment Company

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”
In Business Since 2011
Transparent Fees & Pricing
259 King Street East Investment Floor, Kingston, ON K7L 3A8
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IPC Investment Corporation - Richard Kizell

IPC Investment Corporation - Richard Kizell

“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...”
In Business Since 2013
204 Princess St, Kingston, ON K7L 1B2
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Secura Financial Group

Secura Financial Group

“Working with Jeff Hancock has helped us to feel much more comfortable with our investments and finances. Jeff has taken the time to understand what is important to us and helped us develop a plan so we know how much we can comfortably spend, so we ca...”
In Business Since 2003
1375 Gardiners Rd, Kingston, ON K7P 0L8
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Arie Korteweg

Arie Korteweg

“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....”
In Business Since 2022
1473 John Counter Blvd #301, Kingston, ON K7M 8Z6
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Salute Financial Entrepreneurs

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...”
In Business Since 2005
104-4 Cataraqui St, Kingston, ON K7K 1Z7
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Lennox & Addington Financial Centre

Lennox & Addington Financial Centre

Serving Loyalist Area
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Winter Financial - IG Wealth Management

Winter Financial - IG Wealth Management

“See posts, photos and more on Facebook.”
In Business Since 1997
Serving Loyalist Area
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Quinte Business Accounting Services

Quinte Business Accounting Services

(28)
Advisory, Bookkeeping, Taxes
“QB has done my taxes for last three years I have never had any problems with my taxes and thry are quick and they get everything rightfully returned to me.”
In Business Since 2014
365 N Front St Unit 15B, Belleville, ON K8P 5A5
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Trenval Business Development Corp

Trenval Business Development Corp

(17)
  • Funding
“Trenval has provided business guidance and financial support for our honey bee health business for close to 20 years, from startup to being an established business.”
In Business Since 2011
Offers Financing Options
284B Wallbridge Loyalist Rd, Belleville, ON K8N 5E2
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Heidi Blondin Financial

Heidi Blondin Financial

(1)
Tax Free Savings Accounts, Group Benefits, Health and Dental Plans
“I left with more knowledge and tools that I can use to enhance my financial security and well-being.”
In Business Since 2013
390 1/2, Front St, Belleville, ON K7N 2Z8
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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
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Average Cost $3573
Minimum cost $1191
Maximum cost $10124
Avg Per Hour Rates $358

Typical range $2382 to $6551 is based on 499 cost profiles.

Why these companies made our list

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