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Trenval Business Development Corp
- Funding
“Trenval has been instrumental in helping all of my businesses get started in the beginning, grow during the good times and pivot during the tough times.”
Best Financial Advisors in Quinte West, ON
The highest-rated Financial Planning & Wealth Management companies out of 51 vetted & reviewed in the Quinte West area.
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Lighthouse Wealth Management
Companies & Products We Represent, Individual Stock & Bond Holdings, How we Are Paid
“A particular aspect I like is that they provide general information on their personal investments as a measure against what we/they are doing with our investment … it is nice to have a comparison despite the different levels of risk that we might be ...”
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Heidi Blondin Financial
Registered Education Savings Plans, Group Benefits, Tax Free Savings Accounts
“I left with more knowledge and tools that I can use to enhance my financial security and well-being.”
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Wilkinson & Company
“Great team!”
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Roche
“Great service from Elaine”
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Forward Finances
“I transferred from another company where I was making peanuts in return on investments and I am finally seeing some great results.”
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Riley Financial
“A through explanation of investments and financial planning was covered. Our representative Wendy was fantastic, by giving so much time, care and expertise in a most comprehensive manner, established a positive rapport from the start and reached out ...”
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Tipper Financial Services
High Net Worth, Individual, Business
“Knowledgeable, trust worthy financial planners who take time to explain to you and present options as to the best way to invest in your future.”
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Christian Jaehn-Kreibaum - Raymond James
Investment Strategies, Written Financial Plan, Financial Planning
“I have referred several clients to Christian over the years, all of whom have been thrilled with his professionalism, attention to detail, and ultimately their results compared to their previous advisor.”
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Paula Meier Associates
“The whole staff is great.”
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IPC Investment Corporation - Lise Allin
“Lise and her team exemplify the very best in customer service and wealth strategies.”
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Clearwater Services
- Knows
- Family
“In the short amount time that you and I have known each other you have helped me out tremendously by educating me, by understanding my own finances ...”
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Wendy Kellar, Financial Services
“I take pride in keeping my practice up to datein an ever-changing industry, including learning what government programs, employee benefit programs, pension benefits and other new opportunities are available. I began volunteering with Advocis (The Fin...”
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Loyalist Investment Centre
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A&E Tax and Accounting
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Kingfisher Financial
“I appreciate Brent's knowledge first approach and his ability to offer insights in to your full financial picture.”
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Your Office
“Very patient and kind, easy to work with 👍 …”
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Dvern & Lehr
“The biggest advantage credit unions offer is a greater return on investment for money you've deposited in a savings account. Because credit unions aren't trying to make a profit, they funnel more money back to you. If your primary concern is getting ...”
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Cobourg Tax and Accounting
- Accountant
- Professional
- Understand
“He worked with me on my taxes, as Mike also helped one of my moms co-workers, the man was totally efficient, took me in right away, solved all my issues on the same day.”
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Park Place Financial
“From the first time I met Dylan, it was evident that he cared deeply about what he was doing, and that he was going beyond the 9-5 hours in terms of staying up to date with the financial markets, and the best ways to take care of his clients.”
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Financial Solutions Napanee
“Very helpful and don't mind answering questions 100% recommend Will continue to bring my”
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Ashley Smith - Advisor Sun Life Financial
“Ashley was very nice she answered all my questions and set up a meeting for me.”
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Matthews + Associates
- Communication
- Team
- Financial Advisor
“I was very impressed with Joe, he is very knowledgeable and most importantly he has integrity, which in the investment advisory business, is very rare.”
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Harbr Financial Group
- Future
- Business
- Questions
“Harbr Financial Group is the place to go for investment management and insurance strategies.”
Retirement Planning and Investment Management Services in Quinte West, ON Cost Estimates
Minimum cost
$1223
Maximum cost
$10396
National Average
$3670
Avg Per Hour Rates
$367
$2446
$6727
Typical price range is based on
399 cost profiles
Why these companies made our list
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