Retirement Planning Solutions
“Josh, along with everyone else I met at RPS have all been very professional and real quick to response.”
Best Financial Advisors in Moncton, NB
14 firms listed · 9 in Moncton · 7 rated 4.5+
Data verified October 16, 2026
Discovery Financial Services
“He was professional, informative and committed to finding me the plan that best fit my situation.”
Maisey Financial Services
The Planning Group
“I got in contact with Justin, he was incredibly knowledgeable and took the time to shine light on stuff that I wasn't sure about.”
Financial Foundations
Owens Macfadyen Group
The 14 firms listed for Moncton, NB 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: Moncton, NB
9 of the 14 firms we list are based in Moncton; the other 5 serve Moncton from Dieppe (5 km) and Riverview (7 km). 8 of the firms on this page have a rating, from 4.0 to 5.0 across 59 reviews; 7 are rated 4.5 or higher. We have a website on file for all 14 of the firms on this page; 8 publish a contact page; 7 list a public email and 1 takes 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 Moncton listed here?
9 of the 14 firms are in Moncton itself. The rest come from other towns within 10 km. Registration category and provincial coverage matter more than proximity. Distances are straight-line.
Charles Street Financial
Scott Lewis - Louisbourg Investments
Alodium Financial Group
Groupe Financier Axis
“Very knowledgeable in the investment field.”
SFL Gestion de Patrimoine / SFL Wealth Management
Alain Parent
Angèle Allain Equity Associates
Couture Financial Services Financiers
Why these companies made our list
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