Handpicked from 43 vetted & reviewed Financial Planning & Wealth Management firms in the Niagara Falls area, explore the top 5 standout choices among the selected group of 24 finalists.
Learn how we score.
Top-rated companies A-Z in Niagara Falls
Copper Beech Business Coaching and Succession Planning
Desy’s Bookkeeping & Tax Services
Jay Newton Financial
Kemp Financial Group
Ross Taylor Financial Corporation
Prominent finalists A-Z in Niagara Falls
Bluestone Financial
Bridgman & Durksen Chartered Professional Accountants
Crawford, Smith and Swallow
David Wyatt
Fort Erie Business Centre
Gatt Wealth Management
Harvest Capital
Lepper Financial Services
Lifetime Financial Planning Group
Matthew Lumley – Financial Services
Niagara Region Money Coaches
Peak Investment Services
Primenet Financial
Primerica
Prosim Financial Group
RK Life Strategies
Riz International
SMR CPA
Vision Financial Planning
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Kemp Financial Group
(1)
“A Niagara Falls financial services company.”
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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.”
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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.”
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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
(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.”
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Best of 2024
Qualification Criteria for best of Winners
Minimum Overall Score
98 (100)
Minimum Reputation Rank
98.6 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
“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
(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.”
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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.”
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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.”
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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.”
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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.”
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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!”
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RK Life Strategies
(2)
Financial Planning For Business Owners, Life Insurance Planning, Asset Allocation Planning
“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
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.”
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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.”
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Lepper Financial Services
(2)
“He is very patient and willing to answer all the questions you may have.”
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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.”
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Primerica
(1)
“Michael Vanderloos went above and beyond to explain my investment vehicles and help me optimize!”
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Retirement Planning and Investment Management Services in Niagara Falls, ON Cost Estimates