Loyalist, ON

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Loyalist, ON
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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

Hall & Associates CPA Professional Corporation

(4)
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!”
Remote Consultations Available
Clock Tower Plaza, 819 Norwest Rd, Kingston, ON K7P 2N4
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Kingston Financial

Kingston Financial

(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.”
Coupons & Offers
Kingston Financial Inc, 623 Fortune Crescent #300, Kingston, ON K7P 0L5
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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!”
795 Gardiners Rd, Kingston, ON K7M
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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.”
Transparent Fees & Pricing
Free Initial Consultation
820 Development Dr, Kingston, ON K7M 5V7
Featured

As the year draws to a close, we wanted to take a moment to express our heartfelt gratitude for your continued trust in our services. We love collaborating with you, and it's truly been a pleasure serving you. From our families to yours, we wish you and your loved ones a joyous holiday season filled with warmth, laughter, and beautiful moments. Here's to a prosperous and wonderful new year ahead.

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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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Caldwell Wealth & Estate Advisory

Caldwell Wealth & Estate Advisory

(5)
“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!!”
Transparent Fees & Pricing
650 Cataraqui Woods Dr #201, Kingston, ON K7P 2Y4
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Goldhar & Associates

Goldhar & Associates

(2)
“Excellent service, clear and concise, they are a good choice if you are in this situation”
Free Initial Consultation
221 Queen St Suite #203, Kingston, ON K7K 1B4
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Cactus

Cactus

(5)
“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 2023
Serving Loyalist Area
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Accuracy Plus Accounting & Tax Services

Accuracy Plus Accounting & Tax Services

(4)
Small Business Services, Farms, Seniors
“Great people to work with, taxes done accurately and delivered in a timely fashion.”
Family Business
Serving Loyalist Area
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True Life Insurance and Estate Solutions

True Life Insurance and Estate Solutions

(1)
“She is knowledgeable and always has her clients best interests in mind.”
218 King St E, Kingston, ON K7L 3A7
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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....”
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”
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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Winter Financial - IG Wealth Management

Winter Financial - IG Wealth Management

(6)
“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.”
In Business Since 1997
Serving Loyalist Area
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Assante Financial Management - Fenlon Financial Division

Assante Financial Management - Fenlon Financial Division

Français, 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...”
Transparent Fees & Pricing
300, 1473 John Counter Blvd Suite 300, Kingston, ON K7M 8Z6
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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”
Transparent Fees & Pricing
259 King Street East Investment Floor, Kingston, ON K7L 3A8
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Bespoke Capital Partners

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...”
In Business Since 2023
4 Cataraqui St #25w, Kingston, ON K7K 1Z7
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Secura Financial Group

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...”
In Business Since 2003
1375 Gardiners Rd, Kingston, ON K7P 0L8
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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...”
104-4 Cataraqui St, Kingston, ON K7K 1Z7
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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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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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Lennox & Addington Financial Centre

Lennox & Addington Financial Centre

Serving Loyalist Area
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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.

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