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Financial Planner I B G Financial Corp. I the Max Financial

(43)

Investments
Goals
Questions

“I really appreciated his professionalism and preparedness as I told him I really wasn't familiar with all the ins and outs and he was able to break it down so I understood everything he was showing me which really put me at ease.”

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Larmond Risk Management Insurance

(19)

Policy
Questions
Financial

“Also, as someone who is younger and at an early stage of my career, I sometimes find financial professionals to be condescending as they assume I have little knowledge of personal financial topics.”

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Johnathan Pollock - Thompson & Pollock Wealth

(11)

Concepts
The Future
Advisor

“Given my limited financial knowledge, he has been able to simplify all concepts and making it easier for me to understand and navigate through various financial matters.”

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Lake Front Financial

(1)

“Beautiful beach and park”

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The Money Cafe Corporation

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Roche Financial Group

(1)

“But better safe than sorry for accuracy”

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The 24 firms listed for Oshawa, 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: Oshawa, ON

11 of the 24 firms we list are based in Oshawa; the other 13 serve Oshawa from towns including Whitby (8 km), Ajax (16 km) and Pickering (20 km). 21 of the firms on this page have a rating, from 4.5 to 5.0 across 249 reviews; 1 has 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (99%), responsiveness (91%) and quality (72%). 2 are open on Saturdays. 2 show a licence on their websites. Domain records put 6 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers payment plans; 5 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 21 of the firms on this page; 19 publish a contact page; 18 list a public email and 5 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 any financial advisers listed for Oshawa offer a free first meeting?

5 of the 24 firms listed here offer a free introductory meeting. Expect a conversation about your situation, the firm's approach and its compensation, rather than recommendations. Bring your statements anyway, since it makes the discussion concrete.

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White R J Financial

(1)

“Great professional and awesome service.”

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Finaid Financial Services

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Goals Based Financial Planning

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Suchan McQuaid Wealth Management

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Fred Cacciotti CLU

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Harmer Wealth Management Corp.

(50)

Mortgage
Refinance
Questions

“After many years of frustration with the Big Banks regarding fees, investments and services, we decided to meet with Chad at Harmer Wealth Management, to discuss investment opportunities and strategies.”

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A la Carte Financial

(21)

Plan
Life
Budget

“It's not always easy to make cuts to things - but with a bit of hard work and determination, thanks in large part to her guidance, I can see a light at the end of the tunnel.”

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Money Navigator International

(16)

Learn
Cash Flow
Budgeting

“I will also add she has an amazingly kind and personable demeanor which makes it SO easy to talk to her, even when it's about something difficult such as admitting how much money you've lost, or spent, or can't account for, bad decisions you've made ...”

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We Listen - Financial Planning Solutions

(22)

Knowledge
Advisors
Goals

“Jeff has looked after our investments for over 25 years, and have always done a great job keeping us informed and educated on the changing financial landscape.”

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Lennox Financial Group

(11)

Questions
Team
Email

“I have been very impressed with everything that these wonderful people have done for me, both while I was working and preparing for my retirement and since I retired; doing Zoom meetings and explaining how the economy is doing and affecting my invest...”

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Geraci Financial Group

(2)

“Makes you feel at ease and guides your best interests”

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Sage Advice Financial

(5)

“If you are looking for a mortgage agent who truly cares about her clients and goes above and beyond to help them achieve their homeownership goals, look no further than Missy @ Finance Hero Whitby.”

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Durham Asset Management

(1)

“Gives you the best and consistent returns on your investment.”

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Donald R Dasti & Associates

(1)

“Great costumer service”

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Forvan Financial Firm

(5)

Credit

“Nalish, is very professional and friendly and she takes time to listen to your situation and applies a solution.”

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Ardagh Financial

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The Pension Specialists

(1)

“Went to figure out what to do about investing my pension after my employers went out of business.”

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IPC Securities Corporation - Liiban Hersi

(1)

“I have learnt so much about investing from him through his calm and professional approach to educating clients.”

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Best Financial Advisors in Oshawa, ON

Financial Planner I B G Financial Corp. I the Max Financial

Larmond Risk Management Insurance

Johnathan Pollock - Thompson & Pollock Wealth

Lake Front Financial

The Money Cafe Corporation

Roche Financial Group

Area overview: Oshawa, ON

White R J Financial

Finaid Financial Services

Goals Based Financial Planning

Suchan McQuaid Wealth Management

Fred Cacciotti CLU

Harmer Wealth Management Corp.

A la Carte Financial

Money Navigator International

We Listen - Financial Planning Solutions

Lennox Financial Group

Geraci Financial Group

Sage Advice Financial

Durham Asset Management

Donald R Dasti & Associates

Forvan Financial Firm

Ardagh Financial

The Pension Specialists

IPC Securities Corporation - Liiban Hersi

Why these companies made our list

Financial Advisors near Oshawa

Popular in Oshawa

Tools: Financial Advisors