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Halton Consulting & Advisory
- Knowledge
- Questions
- Efficient
“I had some questions about my taxes and consulted with Noaman, with his positive attitude, Noaman provided me with a good advice and answered all my questions.”
Best Financial Advisors in Milton, ON
24 firms listed · 8 in Milton · 11 open weekends · 22 rated 4.5+ · 1 shows a licence
Data verified October 16, 2026
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Energia Insurance Services INC
- Quotes
- Team
- Note
“Great service, Amanda was super fast and always answered all my questions in record time, helping me with all the plan analysis and insurance contracting.”
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WK Accounting & Tax Services
- Family
- Questions
- Tax Accountant
“Apart from his responsiveness and eagerness to help, Wajahat is very well organized, delivers on his promises, and is extremely knowledgeable in is field”
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FIN Tactics
- Efficient
- Accountant
- Team
“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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Kulla Financial
- Businesses
- Benefits
- Family
“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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Mortgage Winners
- Questions
- Professional
- Interest Rate
“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.”
The 24 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
8 of the 24 firms we list are based in Milton; the other 16 serve Milton from towns including Mississauga (21 km), Brampton (22 km) and Oakville (17 km). 22 of the firms on this page have a rating, from 4.5 to 5.0 across 1,908 reviews; 11 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (74%) and quality (66%). The topics that come up most in reviews of the firms on this page are "knowledge", "communication" and "expertise". 10 are open on Saturdays and 4 on Sundays. 1 shows a licence on its website. Domain records put 4 websites of the firms on this page at ten or more years old; the oldest dates from 2009. 2 offer payment plans; 3 offer a free initial consultation and 2 list coupons or special offers. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 19 list a public email and 3 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.
Do firms listed for Milton take financial planning bookings online?
3 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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Northern Range Business Solutions
“B ookkeeping -Utilizing Quickbooks Online,Xero, Zoho or Wave accounting software, we will help you to maintain a complete set of books, keep records of all accounts, verify the procedures used for recording financial transactions, and provide a cust...”
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The Money Tree
“Women need to understand their finances. Women have to face some sobering economic realities. Full time working women make less money than their male equivalents (29% less). Women live on average 5 years longer than men, and those that live…”
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DLC - Team Mortgage Assurance
- Careers
- Ram
- To Learn
“From day one, I've felt valued and appreciated for my contributions, and the leadership team genuinely cares about the well-being and development of every employee.”
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Birdi Chartered Professional Accountant
- Information
- Patient
- Property
“I recently got my personal and corporation taxes done though Gurrai Birdi who, apart from being very knowledgeable about what he does, is very patient and quick in responding to queries.”
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Lexaltico
- Matter
- Questions
- Property
“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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The Money Mint
- Family
- Team
- Stress
“I dealt with Aman for my mortgage and Aman is like a miracle worker he got it done for me in a matter of couple days I would recommend Aman for all your mortgage needs”
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Awealth
- Future
- Mortgage
- Resp
“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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Canada Freedom Financial Centre
“The costs involved were reasonable, and the assistance I have been given has allowed me to successfully resolve a difficult situation without undue anguish.”
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Longevity Achieved
- Understand
- Life Insurance
- Patient
“Sergio is great, very knowledgeable in the areas that I don't have time or the desire to dive into and reassuring that I can trust him to take care of business while I do what I am best at.”
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Vida Financial Group
- Future
- Financial Advisor
- Team
“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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The Campanella Group
- Question
- Investment
- Estate Planning
“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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Balvir Saini, CPA & Sandeep Saini, CPA
- Questions
“I congratulate the entire team at this accounting firm for providing such excellent service at very minimal charges for clients.”
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Ferguson Financial Planning | CI Assante Wealth Management
- Meeting
- Team
- Decision
“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.”
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PFG Financial
- Expertise
- Professional
- Knowledge
“I feel 100% confident in praising for your sincere and professional efforts, also I must appreciate that your company has a speedy procedure for loan approval and every step is taken on merit”
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Kothai Accounting l Accounting and Advisory Services
- Information
- Patient
- Knowledge
“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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Mybookly
- Tax Return
- Team
- Knowledge
“From assisting me with filing my business income taxes to offering comprehensive accounting support, My Bookly has consistently demonstrated professionalism, knowledge, and exceptional customer service.”
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Tammy M. Alpe Professional Corporation
- Emails
- Financial
- Communication
“Tammy has been a reliable accountant and I have confidence in her skills, always trying to make my Income Tax precise, and making sure I am taking advantage of all government rules, and benefits.”
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Wealth & Estate Financial Canada
- Community
- Expert
- Goals
“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!”
Retirement Planning and Investment Management Services in Milton, ON Cost Estimates
Minimum cost
$1239
Maximum cost
$10526
National Average
$3715
Avg Per Hour Rates
$372
$2477
$6811
Average price range is based on 527 cost profiles
Why these companies made our list
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