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Desy's Bookkeeping & Tax Services
- Season
- Price
- Number
“My experience with Desy's bookkeeping and tax services, they are very accurate and efficient, they will be getting my business for now on from our family see you soon.”
Best Financial Advisors in Niagara Falls, ON
24 firms listed · 5 in Niagara Falls · 1 open weekends · 22 rated 4.5+
Data verified October 18, 2026
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Jay Newton Financial
- Insurance
- Expertise
- Family
“Jay has been assisting and guiding myself, my wife and two daughters with our insurance needs and has provided us with financial strategies for many years.”
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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 ...”
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Copper Beech Business Coaching and Succession Planning
- Understand
- Confidence
- 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.”
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Lifetime Financial Planning Group
“I have dealt with Lifetime Financial for years and have always been very happy.”
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Bridgman & Durksen Chartered Professional Accountants
“Bridgman & Durksen has a very professional and personable staff.”
The 24 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
5 of the 24 firms we list are based in Niagara Falls; the other 19 serve Niagara Falls from towns including St. Catharines (17 km), Thorold (13 km) and Welland (13 km). 22 of the firms on this page have a rating, from 4.8 to 5.0 across 356 reviews; 2 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (90%), responsiveness (74%) and value (71%). 1 is open on Saturdays. The services the firms on this page list most often on their websites are estate planning (4), financial planning (4), accounting services (3), life insurance (3) and retirement planning (3). 10 have ten or more years of experience, the longest 33 years. 2 offer a free initial consultation and 2 are family- or locally-owned. We have a website on file for all 24 of the firms on this page; 22 publish a contact page; 21 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 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.
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Kemp Financial Group
“A Niagara Falls financial services company.”
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Harvest Capital
“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...”
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Niagara Region Money Coaches
- Fee
- Advice
- Education
“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.”
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Riz International
- Options
- Stock Market
- Masterclass
“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.”
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Darren Bruce, Cpa, Professional Corporation
- Information
- Questions
- Strategy
“From being forward-thinking in tax planning, to sending out information notices for upcoming changes in law or reporting requirements, they inspire confidence.”
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Primenet Financial
- Communication
- 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.”
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Prosim Financial Group
- Insurance
- Family
- 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!”
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SMR CPA
- Company
“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.”
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RK Life Strategies
“A pleasure to do business with.”
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Bluestone Financial
“I have trusted them with my finances for years.”
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D.B. Wyatt and Associates, Manulife Wealth
“This team is very knowledgeable and attentive to service.”
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Gatt Wealth Management
“I've also referred him to some of my business clients who are greatly pleased with his level of service.”
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Vision Financial Planning
“RGE & Associates provides the tools and resources to optimize your business. We offer CFO, Financial Planning, Bookkeeping Services across St. Catherines, Ontario.”
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Crawford Smith & Swallow
“I have been dealing with Crawford, Smith & Swallow since April 2018 using them to file a credit proposal.”
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Lepper Financial Services
“He is very patient and willing to answer all the questions you may have.”
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Matthew Lumley - Financial Services
“He graciously accepted the challenge and engaged my students with his great communication skills and with how he explained concepts with great examples.”
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Primerica
“Michael Vanderloos went above and beyond to explain my investment vehicles and help me optimize!”
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Gollert Financial Services
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
Why these companies made our list
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