Best Financial Advisors in Niagara Falls, ON

The highest-rated Financial Planning & Wealth Management companies out of 43 vetted & reviewed in the Niagara Falls area.

Desy's Bookkeeping & Tax Services

Desy's Bookkeeping & Tax Services

(21)
  • Family
  • Tax Returns
“I only used them for my personal taxes but I am starting a new company and I will only use them for my professional bookkeeping that how much I trust and respect them.”
Family Business
Serving Niagara Falls Area
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Jay Newton Financial

Jay Newton Financial

(9)
Group Coverage, Living Benefits, Life Insurance
“My wife and I had major concern of how our RRSP was performing, our Life insurance was a mess as well but our old Insurance/Financial company wasn't too concerned.”
6837 Thorold Stone Rd, Niagara Falls, ON L2J 1B2
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Ross Taylor Financial Corporation

Ross Taylor Financial Corporation

“The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their ...”
Free Initial Consultation
Transparent Fees & Pricing
4725 Dorchester Rd Unit B3, Niagara Falls, ON L2E 0A8
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Kemp Financial Group

Kemp Financial Group

(1)
“A Niagara Falls financial services company.”
Family Business
10++ Years Experience
3976 Portage Rd, Niagara Falls, ON L2J 2K9
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Copper Beech Business Coaching and Succession Planning

Copper Beech Business Coaching and Succession Planning

(4)
  • Course
“As someone who values interpersonal skills and the approach of other professionals, I felt that Peter made a process we were quite nervous about painless and something we looked forward to every week.”
In Business Since 2011
4691 Ontario Ave, Niagara Falls, ON L2E 3R1
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Lifetime Financial Planning Group

Lifetime Financial Planning Group

(2)
“I have dealt with Lifetime Financial for years and have always been very happy.”
3831 Portage Rd, Niagara Falls, ON L2J 2L1
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Bridgman & Durksen Chartered Professional Accountants

Bridgman & Durksen Chartered Professional Accountants

(1)
Accounting Services, Investment Review, Estate & Trust Tax Preparation
“Bridgman & Durksen has a very professional and personable staff.”
In Business Since 2000
Serving Niagara Falls Area
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Harvest Capital

Harvest Capital

Financial Planning, Legal Disclaimers, Travel Insurance
“There is more to building a Financial Plan than simply putting money aside or choosing appropriate investments. Whether you're building wealth, saving for higher education, planning your retirement, buying or selling a business, investing an inherita...”
In Business Since 2019
Serving Niagara Falls Area
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RK Life Strategies

RK Life Strategies

(2)
Financial Planning For Business Owners, Life Insurance Planning, Asset Allocation Planning
“A pleasure to do business with.”
20+ Years Experience
10 Dunlop Dr, St. Catharines, ON L2R 1A2
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Niagara Region Money Coaches

Niagara Region Money Coaches

(48)
  • Education
  • Budgeting
  • Learn
“Without Niagara Region Money Coaches, we could never have designed and implemented such an effective, detailed and sensible family financial plan that we confidently know will take us through to retirement and beyond.”
In Business Since 2014
36 Hiscott St Suite 200, St. Catharines, ON L2R 1C8
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Riz International

Riz International

(50)
  • Masterclass
  • Teach
  • Market
“I knew nothing about trading, but was referred by a co-worker to Riz and I've easily paid for both classes with trades that they discuss and as well as doing my own due diligence with the knowledge I've learned.”
In Business Since 2015
3250 Schmon Pkwy, Thorold, ON L2V 4Y6
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Fort Erie Business Centre

Fort Erie Business Centre

(6)
“Whether you need an office for a day or a month, the Fort Erie Business Centre will meet your needs.”
Remote Consultations Available
Emergency Services
In Business Since 2022
the Plaza, 1264 Garrison Rd Unit 10, Fort Erie, ON L2A 1P1
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Primenet Financial

Primenet Financial

(8)
  • Future
“Having someone like Kevin in your corner that offers genuine advice with a caring and intelligent approach, is what sets him and his business apart from others.”
Free Initial Consultation
In Business Since 2022
110 James St Suite 412, St. Catharines, ON L2R
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Prosim Financial Group

Prosim Financial Group

(8)
  • Business
  • Team
“Exceptional service, Prosim was both professional and easy to work with when inquiring about life insurance for both myself and my girlfriend after becoming home owners!”
20 Corporate Park Dr Suite 201, St. Catharines, ON L2S 3W2
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SMR CPA

SMR CPA

(4)
Bookkeeping Services, Business Registration Services, Accounting Services
“My company (and I) had been dealing with this Accounting Firm for over 20 years and dealt with Kim Saunders (and new owners Shehzad and Associates) during the last few years.”
427 Welland Ave, St. Catharines, ON L2M 5V1
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David Wyatt

David Wyatt

(1)
Estate Planning, Financial Planning, Wealth Management
“This team is very knowledgeable and attentive to service.”
23 Church St, St. Catharines, ON L2R 3B4
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Bluestone Financial

Bluestone Financial

(5)
“I have trusted them with my finances for years.”
96 Queen St, St. Catharines, ON L2R 5H3
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Peak Investment Services

Peak Investment Services

(1)
“Know what they're doing.”
Free Initial Consultation
In Business Since 1996
650 Vine St, St. Catharines, ON L2M 3V6
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Gatt Wealth Management

Gatt Wealth Management

(1)
Retirement Strategy, Critical Illness Insurance, Estate Planning
“I've also referred him to some of my business clients who are greatly pleased with his level of service.”
In Business Since 2017
437 Welland Ave, St. Catharines, ON L2M 5V2
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Vision Financial Planning

Vision Financial Planning

Bookkeeping, Personal Financial Planning, CFO Services
“RGE & Associates provides the tools and resources to optimize your business. We offer CFO, Financial Planning, Bookkeeping Services across St. Catherines, Ontario.”
In Business Since 2016
96 Church St, St. Catharines, ON L2R 3C8
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Crawford Smith & Swallow

Crawford Smith & Swallow

(9)
Taxation, Advisory, Bookkeeping
“I have been dealing with Crawford, Smith & Swallow since April 2018 using them to file a credit proposal.”
In Business Since 1995
43 Church St #400, St. Catharines, ON L2R
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Lepper Financial Services

Lepper Financial Services

(2)
“He is very patient and willing to answer all the questions you may have.”
In Business Since 2018
109 Northwood Dr, Welland, ON L3C 6S3
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Matthew Lumley - Financial Services

Matthew Lumley - Financial Services

(1)
“He graciously accepted the challenge and engaged my students with his great communication skills and with how he explained concepts with great examples.”
In Business Since 2021
251 St Paul St W, St. Catharines, ON L2N 0B1
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Primerica

Primerica

(1)
“Michael Vanderloos went above and beyond to explain my investment vehicles and help me optimize!”
In Business Since 1993
3550 Schmon Pkwy Unit 1A, 2nd Floor, Thorold, ON L2V 4Y6
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Retirement Planning and Investment Management Services in Niagara Falls, ON Cost Estimates

Minimum cost
$1246
Maximum cost
$10587
National Average
$3737
Avg Per Hour Rates
$374
$2491
$6851
Typical price range is based on 313 cost profiles
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Average Cost $3737
Minimum cost $1246
Maximum cost $10587
Avg Per Hour Rates $374

Typical range $2491 to $6851 is based on 313 cost profiles.

Why these companies made our list

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