Best Financial Advisors in Dartmouth, NS

“I am now retired and was able to get a financial wellness check before I retired which has given me a lot more confidence moving forward financially since I retired in December.”

“Olivia is a very knowledgeable and experienced professional whose response and style of work is very appreciated when dealing with financial issues; her welcoming and compassionate demeanour is a rare find.”

“Danielle helped me to believe in myself and realise what is possible; that I can not only have a financially secure life, grow my business and be successful, but that I have a right to these things.”

“What impressed me the most was their ability to tailor a comprehensive wealth management plan specifically to my needs and future goals (house purchase)!”

“Very professional and highly knowledgeable in all current and future states of the industry and has helped our investments grow beyond our expectations.”

“I learn so much when I work with them and they have helped me increase the fuel to my wealth building fire.”

“Q Wealth is a partnership that is owned by its partners, including SBW Wealth Management. As a client of Q Wealth, you may receive services from both Q Wealth and SBW Wealth Management. Note that individuals from SBW Wealth Management will only provi...”

“We provide outstanding expertise to help our clients create and protect their personal wealth, and help them to distribute it wisely. Our clients value our personal approach and decades of experience while enjoying the benefits of working with some o...”

“Foxgrove Benefits Consulting provided me with the expertise I needed, and came back with an outstanding insurance portfolio addressing all of my personal and business needs. In a very short time later, Foxgrove Benefits Consulting proved itself again...”

“We are an advice based wealth management firm that provides highly personalized financial planning services to individuals, families, and business owners. Our philosophy embraces an always-on approach to nurturing client relationships and helping our...”

“Theriault Financial,wasrecognized in September, 2022 as Sales Volume Excellence Runner Up from among national 350 agencies for the Chambers of Commerce Group Insurance Plan ®.”

“I have heard of this topic (high cash value life insurance) before but could never really fully understand it. With this book I finally feel like I could explain it to others. It clearly lays out what it is, why you should have it and most importantl...”

“After years of Gordon Stirrett Wealth Management generously supporting a local non-profit organization with which I am involved, I finally made the decision to seek guidance and support with my own personal finances.”

“Their expertise in the financial world plus their personable approach, and their care for the community gives you trust that they have your best interests at heart!”

“Having the opportunity to meet with John as required throughout the year to discuss our Portfolio, prepare Tax Returns and any other financial needs has been very beneficial.”

“They put us at ease while navigating the complex world of financial investing and planning.”

“There are no people dealing with finance except for those who lend you money or help you file bankruptcy, if you need someone to help you organize your finances to get a handle on things TIM is your guy.”

“We started financial conversations with Todd when I was in my early 40's and now in my 60's, the money and security is there to make things easier.”

“Has been my financial guru for years and while I've relocated many times and am now outside the province I continue to trust my financial future to his expertise and good judgement.”

“This team puts me at ease by making me feel like they have my financial health on the front burner.”