Best Financial Advisors in Port Colborne, ON

The highest-rated Financial Planning & Wealth Management companies out of 62 vetted & reviewed in the Port Colborne area.

Optimize Wealth Management

Optimize Wealth Management

(1)
“Gary and Dino have always gone above and beyond to help us with our financial management needs.”
99 Clarence St, Port Colborne, ON L3K 3G2
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Investment Planning Counsel

Investment Planning Counsel

“Planning is personal. We provide different levels of service that you can choose from – so you get what's most effective for you. We will help you find your preferred approach – whether you want to plan for a specific target goal, comprehensive wealt...”
In Business Since 2018
Port Plaza, 600 Ontario St Unit 7A, St. Catharines, ON L2N 7H8
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Fort Erie Business Centre

Fort Erie Business Centre

(7)
“Great environment to get good amount of work done for a reasonable price.”
Emergency Services
Remote Consultations Available
In Business Since 2022
1264 Garrison Rd Unit 10, Fort Erie, ON L2A 1P1
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Desy's Bookkeeping & Tax Services

Desy's Bookkeeping & Tax Services

(9)
“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.”
Family Business
In Business Since 2021
Serving Port Colborne Area
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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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Goodman Brown Financial

Goodman Brown Financial

(1)
“They will work for you with no bias or influence from big investment firms or the large banks.”
In Business Since 2006
Serving Port Colborne Area
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Ironwood Wealth Management Group

Ironwood Wealth Management Group

“Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Investment Industry Regulatory Organization of Canada (“IIROC”). Investment services are provided through Ir...”
In Business Since 2001
Serving Port Colborne Area
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IPC Securities Corporation - Jim Zoretich

IPC Securities Corporation - Jim Zoretich

(1)
Cash & Credit Management, Charitable Giving, Estate Planning
“Jim was very kind and helped me with all my financial needs”
In Business Since 2013
Serving Port Colborne Area
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Real Estate Investment Solutions

Real Estate Investment Solutions

(1)
“Rick guiding through the steps of my investment property purchase, helped arrange financing, assisted me to line up local contractors to convert the investment property I purchased to a solid income generating rental property,.”
Westwood Crescent, Welland, ON L3C 4R3
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Meristem Financial Services

Meristem Financial Services

(4)
“She is always there to answer me, update my situation, help me improve my "financial health" and provide security for my wealth, investments, insurance, etc...”
Serving Port Colborne Area
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Assante Wealth Management

Assante Wealth Management

(1)
“Took the time for a very detailed retirement plan.”
Serving Port Colborne Area
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Adamson Wealth Group

Adamson Wealth Group

“We serve your business and family - together. We'll work with you to build a strong financial plan, with strategies and choices designed to help you enjoy your life and reach your goals.”
In Business Since 2018
Serving Port Colborne Area
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Queensbury Securities

Queensbury Securities

Serving Port Colborne Area
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Roman A. Groch

Roman A. Groch

“Mutual funds, exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.. Insurance products are provided through RomAnna Management Inc..”
In Business Since 2012
449 Thorold Rd, Welland, ON L3C 3W7
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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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Niagara Region Money Coaches

Niagara Region Money Coaches

(30)
  • Peace
  • Budgeting
  • Mind
“Whether you are just starting to learn about managing your finances or, as in our case, planning for retirement, Trevor's services are an absolute must.”
In Business Since 2014
36 Hiscott St Suite 200, St. Catharines, ON L2R 1C8
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Riz International

Riz International

(30)
  • Mindset
  • Insights
  • Community
“The Elite team has a track record spanning back years that you can trust, as well as a knowledge base that is worth the investment if you are serious about trading.”
15+ Years Experience
3250 Schmon Pkwy, Thorold, ON L2V 4Y6
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Jay Newton Financial

Jay Newton Financial

(9)
Life Insurance, Living Benefits, Investments
“Jay Newton, and his team, brings a wealth of knowledge, experience, guidance and personal touch to help you navigate the waters of financial options and planning available.”
In Business Since 2004
6837 Thorold Stone Rd, Niagara Falls, ON L2J 1B2
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Primenet Financial

Primenet Financial

(4)
  • 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 7E8
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Nadeem Ahmed CGA

Nadeem Ahmed CGA

(4)
Chartered Professional Accountants Of ontario, Canada Revenue Agency, Hamilton and the Surrounding Areas
“I use their services for my business extremely satisfied highly Recommended.”
In Business Since 2019
297 Hwy 8 Unit 101, Stoney Creek, ON L8G 1E5
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Grenning & Co.

Grenning & Co.

(3)
Bookkeeping, Payroll, Overview
“We highly recommend Fabian and his staff to anyone looking for accounting services.”
In Business Since 2013
589 Barton St #202, Stoney Creek, ON L8E 6E4
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Gatt Wealth Management

Gatt Wealth Management

(1)
Resp, Long-Term Care Insurance, Life Insurance
“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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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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RK Life Strategies

RK Life Strategies

(1)
Investment Planning, Health Insurance Planning, Estate Planning
“A pleasure to do business with.”
20+ Years Experience
10 Dunlop Dr, St. Catharines, ON L2R 1A2
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Retirement Planning and Investment Management Services in Port Colborne, ON Cost Estimates

Minimum cost
$1196
Maximum cost
$10166
National Average
$3588
Avg Per Hour Rates
$359
$2392
$6578
Average price range is based on 343 cost profiles
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Average Cost $3588
Minimum cost $1196
Maximum cost $10166
Avg Per Hour Rates $359

Average range $2392 to $6578 is based on 343 cost profiles.

Why these companies made our list

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