Jay Newton Financial
“Jay was very thorough, uncovered an unmet need in our portfolio and he was able to explain everything to us so we understood exactly the implications of the decision we were making.”
Best Financial Advisors in Niagara Falls, ON
15 firms listed · 4 in Niagara Falls · 2 open weekends · 12 rated 4.5+ · 1 shows a licence
Data verified October 18, 2026
Gatt Wealth Management
“Their reaction time to all of my requests have been immediate, helpful and informative.”
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Ross Taylor Financial Corporation
Lifetime Financial Planning Group
“I have dealt with Lifetime Financial for years and have always been very happy.”
Harvest Capital Financial Services.
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Kingsman Associates
“Their staff is incredibly professional and knowledgeable, always guiding you in the proper direction.”
The 15 firms listed for Niagara Falls, 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.
Area overview: Niagara Falls, ON
4 of the 15 firms we list are based in Niagara Falls; the other 11 serve Niagara Falls from towns including St. Catharines (17 km), Niagara-on-the-Lake (11 km) and St. Davids (11 km). 12 of the firms on this page have a rating, from 4.9 to 5.0 across 217 reviews; 1 has 50 or more reviews. 2 are open on Saturdays. The services the firms on this page list most often on their websites are life insurance (3), estate planning (2) and financial planning (2). 1 shows a licence on its website. 3 have ten or more years of experience, the longest 33 years. 3 offer a free initial consultation. We have a website on file for all 15 of the firms on this page; 14 publish a contact page; 13 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Niagara Falls take financial planning bookings online?
2 of the 15 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.
Primenet Financial
“He gave me incredible advice that you wouldn't receive through a traditional bank.”
Primerica
“Michael Vanderloos went above and beyond to explain my investment vehicles and help me optimize!”
D.B. Wyatt and Associates, Manulife Wealth
“This team is very knowledgeable and attentive to service.”
Lepper Financial Services
“He is very patient and willing to answer all the questions you may have.”
Ironwood Wealth Management Group
“I would like to thank Paul, if it wasn't for him I would have been lost when a family member had a terrible injury.”
Twin Power Financial
“They listen to their clients, make suggestions and call back in a timely fashion.”
Natasha Dicienzo, Wealth Advisor, Scotia Wealth Management
“We met with Natasha to talk about our financial options, she was informative and professional and a pleasure to work with”
Cibc Wood Gundy Carlomusto Investment Team
Quinn Wealth Management
Why these companies made our list
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