Best Financial Advisors in Moncton, NB

The highest-rated Financial Planning & Wealth Management companies out of 62 vetted & reviewed in the Moncton area.

Retirement Planning Solutions

Retirement Planning Solutions

(30)
  • Investments
  • Market
  • Knowledge
“Kaming and Josh have helped me with personalized investment plans as well as health insurance plans for me and up to 120 of my employees over all the businesses I've owned over the last decade.”
In Business Since 2016
890 Main St Suite 200, Moncton, NB E1C 1G4
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The Planning Group

The Planning Group

(1)
“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.”
In Business Since 2012
814 Main St, Moncton, NB E1C 1E6
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Charles Street Financial

Charles Street Financial

“Charles Street Financial focuses on helping people change today. Our holistic planning involves all aspects of your life. Whether personal finance, business succession, retirement and estate planning, each are considered and weighted to the effect th...”
In Business Since 2015
272 St. George St #320, Moncton, NB E1C 1W6
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Shiftcentral

Shiftcentral

Research, Eresources, Library
“From intelligence to research to the library and management of eResources, LAC Group has emerged as the leading full-continuum information service provider. We bring the best human capital with the latest technological tools to fully execute on your ...”
Remote Consultations Available
In Business Since 2010
29 Victoria St #103, Moncton, NB E1C 9J6
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Owens Macfadyen Group

Owens Macfadyen Group

Comprehensive Wealth Management
“In 1995, Bob Owens and Dave MacFadyen decided that good was not good enough. In order to achieve better results and ultimately best outcomes, their clients required an integrated and comprehensive approach. OMG has disrupted the financial services in...”
In Business Since 2000
860 Main St, Moncton, NB E1C 1G2
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Maisey Financial Services

Maisey Financial Services

(2)
“Good service”
In Business Since 2000
100 Park St, Moncton, NB E1C 2B3
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Moncton Accountant | John Whiteley, CPA

Moncton Accountant | John Whiteley, CPA

“Moncton Accountant - John Whiteley CPA provides corporation tax return preparation, personal tax return preparation, bookkeeping, incorporation, QuickBooks support and business consulting.”
In Business Since 2018
27 Newberry St, Moncton, NB E1G 5M5
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Achieve Financial

Achieve Financial

“We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about your financial situation, the more likely you are to reach your financial goals, and we're here to help you d...”
Free Initial Consultation
In Business Since 2012
1192 Mountain Rd, Moncton, NB E1C 2T6
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Rockport Financial Group

Rockport Financial Group

“They really helped us out with our benefit plan.”
In Business Since 2019
795 Main St Suite 300, Moncton, NB E1C 1E9
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GO Benefits

GO Benefits

“Go Benefits has been helping employers develop cost effective health & savings plans for their employees since 1998. Many employers have indicated higher employee retention as a result of offering an employee benefits program.Engaging Go Benefits as ...”
In Business Since 2009
100 Park St, Moncton, NB E1C 2B3
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Scott Lewis - Louisbourg Investments

Scott Lewis - Louisbourg Investments

“Our team members have proven in-depth knowledge of investment markets, portfolio management, investment analysis, economics, as well as tax and estate planning. Many team members hold one or several professional designations including chartered finan...”
CIM, CIM Certified
In Business Since 2019
770 Main St #1000, Moncton, NB E1C 1E7
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Alodium Financial Group

Alodium Financial Group

In Business Since 2001
860 Main St suite 204, Moncton, NB E1C 1G2
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Industrial Alliance Securities

Industrial Alliance Securities

“Tout cela dépend de votre situation, votre horizon de placement, votre tolérance au risque et vos objectifs financiers. Comme c'est le cas pour un REER, différents placements sont admissibles dans un CELI, tels que des actions, des obligations, des f...”
In Business Since 2019
63 Church St, Moncton, NB E1C 4Z3
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E6 International

E6 International

Virtual Cloud Accounting, Virtual CFO, Services Overview
“If you've been considering making the move to a cloud-based accounting system, you're not alone. Cloud technology has impacted many business functions, including making managing financial aspects of your business easier and more efficient. Cloud-base...”
Transparent Fees & Pricing
Remote Consultations Available
In Business Since 2016
50 Rue du Marché Suite 210, Dieppe, NB E1A 9K2
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Drisdelle Wealth Management

Drisdelle Wealth Management

(2)
“He covered information on RESP for my daughter as well as tax information that assisted me in saving $1,000s in income tax.”
Emergency Services
In Business Since 2021
180 Valmont Crescent, Dieppe, NB E1A 1N2
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Groupe Financier Axis

Groupe Financier Axis

(2)
“Excellent service and very knowledgeable.”
In Business Since 2017
1040 Champlain St Suite 305, Dieppe, NB E1A 8L8
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SFL Gestion de Patrimoine / SFL Wealth Management

SFL Gestion de Patrimoine / SFL Wealth Management

“SFL Gestion de patrimoine bénéficie à la fois de la solidité de Desjardins, des compétences de notre équipe multidisciplinaire, et de la liberté de notre offre multifournisseur. Les conseillers indépendants qui œuvrent sous notre bannière vous accomp...”
In Business Since 2018
722 Acadie Ave 2nd Floor, Dieppe, NB E1A 5Y5
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Angèle Allain Equity Associates

Angèle Allain Equity Associates

“What is your Why? This is the ultimate question to help you set goals, review your financial health and offer a customized plan to offer the ultimate personalized solution.”
In Business Since 2017
268 Coverdale Rd, Riverview, NB E1B 3J2
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Assurances Jacques Savoie Insurance INC

Assurances Jacques Savoie Insurance INC

““I have many clients who have used Jacques over the years to obtain insurance for their foreign workers. They have always been extremely happy with his services and appreciate that he goes above and beyond. His assistant, Carolle, is a pleasure to de...”
In Business Since 2015
200 Champlain St Unit 1604, Dieppe, NB E1A 1P1
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Alain Parent

Alain Parent

“There are ready-made solutions out there. But the best plan for you will be the one that takes into consideration the size of your business, your field of activity and the number of employees you have, as well as demographic factors and the goals you...”
20+ Years Experience
425 Rue Notre Dame bureau 500, Dieppe, NB E1A 9G4
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Couture Financial Services Financiers

Couture Financial Services Financiers

“Chez Couture Services Financiers, nous savons que les besoins en matière d'assurance et de produits financiers sont différents d'une personne à l'autre. Nous sommes conscients également que vos objectifs de vie évoluent. C'est pourquoi nous priv...”
In Business Since 2006
425 Rue Notre Dame Suite 200, Dieppe, NB E1A 9G4
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Logan McLellan, Financial Advisor

Logan McLellan, Financial Advisor

“Logan McLellan, Financial Advisor specializes in the process of pension management offering a wide range of Segregated fund products; understanding in depth the legislation that comes with LIRA/LIF and LRSP accounts.”
In Business Since 2019
Summerside, PE
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RMS Accounting & Bookkeeping

RMS Accounting & Bookkeeping

(5)
“I did my Tax Returns from here and received my it in couple of weeks.”
Free Initial Consultation
In Business Since 2020
Charlottetown, PE
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Halifax Debt Freedom

Halifax Debt Freedom

(30)
  • Options
  • Job
  • Understanding
“So, my genuine, sincere and heartfelt thanks to David and his team at Halifax 4 PILLARS for being there for me in my time of need - You have helped prepare me for a new chapter in my life, without the stress of debt following me.”
Free Initial Consultation
In Business Since 2016
50 Eileen Stubbs Ave Unit 130, Dartmouth, NS B3B 0M7
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Retirement Planning and Investment Management Services in Moncton, NB Cost Estimates

Minimum cost
$1238
Maximum cost
$10521
National Average
$3714
Avg Per Hour Rates
$372
$2476
$6808
Average price range is based on 491 cost profiles
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Average Cost $3714
Minimum cost $1238
Maximum cost $10521
Avg Per Hour Rates $372

Average range $2476 to $6808 is based on 491 cost profiles.

Why these companies made our list

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