Best Financial Advisors in Mount Pearl, NL

Handpicked from 33 vetted & reviewed Financial Planning & Wealth Management firms in the Mount Pearl area, discover the top 5 elite providers among the selected group of 17 finalists.

Frontier Wealth Management

Frontier Wealth Management

(1)
“Jim mason is amazing I have dealt with him for 30 years always top notch advice and I felt he always gave me solid financial advice .”
40 Blade Crescent, Mount Pearl, NL A1N 5K9
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Thomas J Power Financial

Thomas J Power Financial

6 Mt Carson Ave, Mount Pearl, NL A1N 3K4
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Thistle Financial

Thistle Financial

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“Carson is not only a seasoned professional but also an active member of prestigious organizations such as the Million Dollar Round Table, St. John's Board of Trade, Better Business Bureau, Society of Trust and Estate Practitioners, and ADVOCIS, The F...”
35++ Years Experience
Licensed, BBB Accredited
7 Stamps Ln, St. John's, NL A1E 3C9
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Riche Investments

Riche Investments

(6)
“Joe and Jamie are great guys who spent a lot of time sharing information and financial advice with me prior to signing on with them.”
Free Initial Consultation
75 Airport Rd, St. John's, NL A1A 4Y3
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Principal Planning

Principal Planning

(1)
Business Owners, Families, Professionals
“Gerard provided professional advice that benefitted me while purchasing a home and while managing my investments.”
Transparent Fees & Pricing
130 Kelsey Dr Suite 100, St. John's, NL A1B 0T2
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
98.4 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
Ryco Financial

Ryco Financial

(7)
  • Team
  • Family
  • Trust
“I am not the type of person who typically writes reviews, but I have had such a positive experience with Darren and Ryco that I wanted to share for others who are looking into this company.”
20 Crosbie Pl, St. John's, NL A1B 3Y8
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Alec G. Henley Group

Alec G. Henley Group

Financial Advisory, Employee Benefits Consulting Services
“The Alec G. Henley Group's professional consultants and staff have the skills and knowledge to provide individuals, families, and businesses with financial advice to assist in identifying needs, understanding the processes to address those needs, and...”
In Business Since 1998
357 Duckworth St, St. John's, NL A1C 1H6
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Morgan Wealth: Leonard Morgan

Morgan Wealth: Leonard Morgan

(6)
Life Insurance, Mutual Funds, Critical Illness Insurance
“My wife and I have been working with Leonard for over 13 years and have always found him to be very professional, trustworthy, and easy to work with.”
In Business Since 2016
Free Initial Consultation
60 Kerry Ave, Conception Bay South, NL A1X 7H6
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Seafair Capital

Seafair Capital

“We are open, honest, and respectful in our dealings with our customers, our communities, and each other; we always give our colleagues the benefit of the doubt; we say what we mean, and mean what we say; we take pride in our work and accountability f...”
In Business Since 2012
124 Military Rd, St. John's, NL A1C 2C9
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First Atlantic Financial

First Atlantic Financial

(1)
“Works to help you and your particular needs.”
Family Business
Serving Mount Pearl Area
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Forecast Financial Management

Forecast Financial Management

“We know that you have worked hard for your money, that is why lowering your taxes while managing your risks through wealth management services is important. We know that as well. We also understand that you have very personal financial objectives. Th...”
In Business Since 2001
Free Initial Consultation
10 Rowan St Suite 302, St. John's, NL A1B 4J9
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Ryan Financial

Ryan Financial

(1)
“Thank you Ryan Financial.”
62 Pippy Pl, St. John's, NL A1B 4H7
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Lupin Planning Group

Lupin Planning Group

“Next, we educate you on your options and source the best solutions from our many strategic partners. As licensed and Certified professionals, we take the overwhelm out of the financial planning process and replace it with a sense of clarity, control,...”
In Business Since 2022
Licensed
221 Conception Bay Hwy Unit 1 & 2, Conception Bay South, NL A1W 3H1
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Manulife Securities

Manulife Securities

“Investment dealer dealing representatives ("Investment advisors") registered with Manulife Wealth Inc. offer stocks, bonds, and mutual funds. Banking products and services are offered by referral arrangements through our related company Manulife Bank...”
84 Elizabeth Ave, St. John's, NL A1A 1W7
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Liveby Wealth Management

Liveby Wealth Management

“We are now 10 months into this global pandemic and many local charities have been negatively affected. With fund raising events cancelled or scaled back, revenues are down and services that help societies most venerable are being reduced. They need o...”
5 Job St 4th Floor, St. John's, NL A1E 1H1
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The Crane Investment Group - BMO Nesbitt Burns Private Wealth

The Crane Investment Group - BMO Nesbitt Burns Private Wealth

“With over 100 years combined experience advising clients, our team has been able to succeed as trusted advisors by providing conservative investment management and by leveraging the industry leading research and resources that BMO Nesbitt Burns has t...”
In Business Since 1992
Third Floor, 331 Water St, St. John's, NL A1C 1B9
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Dawson & Associates - IG Private Wealth Management

Dawson & Associates - IG Private Wealth Management

(2)
“I've been with several wealth management companies over the years, but Calvin Barry and his team really make it more than just a transaction.”
In Business Since 2015
Serving Mount Pearl Area
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Retirement Planning and Investment Management Services in Mount Pearl, NL Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 250 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 250 cost profiles.

Why these companies made our list

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