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These firms serve New Tecumseth from nearby bases in towns including Aurora, Newmarket and Bradford.
24 firms listed · 4 open weekends · 13 rated 4.5+
Data verified October 21, 2026
The 24 firms listed for New Tecumseth, 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.
13 of the 24 firms on this page have a rating, from 4.8 to 5.0 across 1,266 reviews; 4 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (73%) and quality (71%). 4 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are business owners (2), estate planning (2), financial planning (2), investment planning (2) and retirement planning (2). Domain records put 13 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers remote or virtual consultations; 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 23 of the firms on this page; 18 publish a contact page; 21 list a public email and 2 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
2 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.
