Best Financial Advisors in Milton, ON
Handpicked from 61 vetted & reviewed Financial Planning & Wealth Management firms in the Milton area, explore the top 5 leaders in their field among the selected group of 24 finalists.
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Insurance Services, Employee Benefits, Financial Services
“Dean at Kulla To Financial helped my husband and I find comprehensive and cost effective solutions for life insurance and health benefits for our family.”
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Halton Consulting & Advisory
- Financial
- Questions
- Needs
“I hired them for book keeping of my firm and was really impressed by services, they give you most reliable advise which can save you from alot of accounting headaches.”
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Energia Insurance Services INC
- Note
- Travel Insurance
- Health Insurance
“If you're looking for great insurance coverage and a company that truly cares about its customers, Energia Insurance Services should be your top choice.”
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Brillion Group
Bookkeeping & Accounting, Tax Services, CRA Audits - Tax & HST
“Everyone so helpful and go beyond extra mile to support from beginning to end of the process, whether it's related to financial advice or solution, real estate or investment.”
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WK Accounting & Tax Services
- Questions
- Tax Accountant
- Priced
“Apart from his responsiveness and eagerness to help, Wajahat is very well organized, delivers on his promises, and is extremely knowledgeable in is field”
Qualification Criteria for best of Winners
Minimum Overall Score
95 (100)
Minimum Reputation Rank
97.5 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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FIN Tactics
- Questions
- Accountant
- Efficient
“Syed makes sure that you know what's going on with your finances and he looks at all areas of your life, not just the taxes; in order to make the right decisions which will affect your future.”
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Mortgage Winners
Wealth Building, Mortgages
“I am a financial advisor and work with many brokers on a daily basis and would highly recommend Gagan and mortgage winners to clients and family members alike.”
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Fairsplit Divorce and Separation Financial Solutions
“Tatiana was able to breakdown how to look at each person's contribution to the new relationship, what was fair, and how to compromise and how to make accommodations.”
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Finbiz Investments INC
“WE ALL KNOW LIFE is exposed to many threats that may result in heavy financial losses. Insurance and Investments are the two main available options to keep yourself insured for any contingent situations that may occur. We at FINBIZ Investments unders...”
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Larry Stolberg Cpa, CA
“If you need a truly expert accountant to to get your cross--border taxes, Larry is your man.”
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Wealth & Estate Financial Canada
- Community
- Expert
- Passion
“Knowing her professionally and personally have been a pleasure and I would recommend her to everyone who is looking to get their finances in order with customized solutions and personal attention from the experts!”
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Balvir Saini, CPA & Sandeep Saini, CPA
“I congratulate the entire team at this accounting firm for providing such excellent service at very minimal charges for clients.”
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The Campanella Group
- Management
- Investment
- Knowledge
“Fab was especially helpful with several of my real estate clients helping them with tax planning related to purchasing investment properties in Florida during the pandemic!”
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Mackenzie Westwood Wealth Advisory
Insurance Solutions, Financial Planning, Portfolio Management
“We have been a client for about 15 years and have been so impressed with the level of expertise, customer care, and communication we have received over the years.”
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Balwinder Financial
Travel Insurance, Life Insurance, Investments
“Balwinder was very friendly and helpful she answered all our questions very simply and thoughtfully and helped us with what we needed in depth she also made the Resp process much easier and quicker.”
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Lexaltico
Canadian Relocation Package, Immigration Services, Real Estate Services
“She took the time to thoroughly explain all the legal aspects involved, making sure I understood every step and answering all my questions patiently and promptly.”
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Longevity Achieved
- Confident
- Feel
- Policies
“From the very beginning, it was evident that I had found not just financial advisors, but true partners in achieving my and my family's peace of mind for the future and financial goals.”
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Canada Freedom Financial Centre
- Stress
- Payments
- Patient
“We started to figure out about my whole debt and the creditors with experienced wise and knowledgeable advisors in CFFC and less than a couple of days they could wrap around the total debt in one single monthly payment and I could refresh myself.”
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Awealth
Insurance, Investment, Mortgage
“Also, Andrei has advised myself and my family how to best protect us in case of unforeseen circumstances, which allows me to sleep at ease knowing that my kids will be financially independent should something happen to me.”
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Global Accounting Services
- Personal Tax
- Family
- Financial
“I've been going to Global Accounting to do my families income tax for the last 4 years, Vishal is always willing to answer any questions or concerns we might have.”
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Vida Financial Group
- Future
- Financial Advisor
- Understand
“Because of the lasting impression he made on me, I now call or text him whenever I have a financial decision that has to be made just to get his opinion as I value it very much.”
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Ranjit Dhillon Broker - Centum Mortgage Smart
Leasing, Life and Disability Insurance, Consumer Loans
“Not only did homebase help me refinance my mortgage, which greatly reduced my mortgage payment, but Ranjit was very professional and pleasant to work with.”
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Kothai Accounting l Accounting and Advisory Services
- Patient
- Tax Preparer
“When I walk into your office, you were able to show me through your communication and professionalism that you are not an accountant who deals only with numbers, but with clients as well.”
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Ferguson Financial Planning | CI Assante Wealth Management
Education Planning, Retirement Planning, Philanthropy
“They have walked me through crises in the market to help me undestand the impact on my portfolio, and suggested opportunities that would fit my overall objectives and risk tolerance.”
Retirement Planning and Investment Management Services in Milton, ON Cost Estimates
Why these companies made our list
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