Energia Insurance Services INC
“I like a lot to buy my insurances with them because they are very good to the clients.”
Best Financial Advisors near Milton, ON
3 of these firms are based in Milton; the others serve Milton from towns including Oakville (17 km), Mississauga (21 km) and Burlington (22 km).
3 open weekends · 14 rated 4.5+
Data verified October 16, 2026
Mortgage Winners
“Julia was fantastic to work with, very prompt response and got what I needed for my pre-condo purchase.”
The Money Tree
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Awealth
“He continues to prove his knowledge and understanding of his field exceptionally, which makes sharing my financial details much easier because I know and trust that I'm in good hands.”
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Ferguson Financial Planning | CI Assante Wealth Management
“His attention to our needs, his careful, elaborate analysis and explanation of our portfolio's position, and his articulation of the current market potential in that respect gives us full confidence in his ability to manage our resources.”
The Campanella Group
“It's been over 10 years and I wouldn't trust anyone else when it comes to creating the road-map to all of my financial planning needs.”
The 15 firms listed for Milton, 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: Milton, ON
14 of the 15 firms on this page have a rating, from 4.7 to 5.0 across 847 reviews; 4 have 50 or more reviews. 3 are open on Saturdays and 2 on Sundays. Domain records put 5 websites of the firms on this page at ten or more years old; the oldest dates from 2003. 1 offers payment plans and 1 offers a free initial consultation. We have a website on file for all 15 of the firms on this page; 11 publish a contact page; 12 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Milton listed here?
3 of the 15 firms are in Milton itself. The rest come from other towns within 25 km. Registration category and provincial coverage matter more than proximity. Distances are straight-line.
Prudent Asset Management
“If you want to take all the hassle out of your accounting would highly recommend!”
Maduri Financial Group
“I won't trust anyone else with my money.”
Xiphias Investment Migration
“This review is written on behalf of an Australian PR client because the company is dependable and honest.”
Rowanoak Private Wealth Counsel
“Quick to answer any questions and most important of all they really manage all my investments well.”
Nour Private Wealth
“He is honest and transparent about his process, and he takes the time to explain unfamiliar terms and concepts.”
Jacobs Financial
“It was great to have Ben set me on the right path to getting finances for the business in line and planning for the future!!!”
Imperial Lifestyle Management
“Wonderful group of professionals who care warmly for their clients accomplishing all the goals set forward to satisfy needs, expectations and taking the stress off behind managing a financial conundrum.”
The Better Life Co.
“Their strategy navigated us through the ups and downs of everyday expenses while simultaneously creating savings for retirement.”
Watson Investments
“Our time working with Peter Watson Investments over the past years has been a very positive and rewarding experience for us both.”
Why these companies made our list
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