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GT Wealth 安加財稅

(44)

Seminar
New Year
Office

“At first, I was just asking about ways to save Capital Gain tax for my rental properties (which they have successfully saved over 600k for me), but turned out I actually had lots of other financial areas that can be done way better than my then-exist...”

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Guaranti Wealthplus Financial 温顶金融

(31)

Team
Profession
Service

“The business staff have high professional level, actively and efficiently complete the problems submitted by customers, and have a good service attitude.”

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Elite Wealth Management

(28)

Patient
Information
Seminars

“My impression for Angela Fok and her team is that they are all knowledgeable and intelligent financial plan advisors Their seminars demonstrate various choices of investment , estate plans and insurance for their clients.”

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SY. Wealth 云财富

(15)

Team
Partnership
Family

“Thanks to the "Cloud Wealth" team for their thoughtful service and professional guidance🙏🙏My and my next generation's financial planning will always follow the guidance of "Cloud Wealth"🙏🙏🙏”

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Plantax Pacific Financial

(4)

“Plantax pacific financial is considered as a great financial advisor, while I was searching for an executive for my business.”

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Wealthsmart

(10)

Goals
Investment
Life

“Richard Vetter and his team are acutely aware of the financial needs of the people they serve, are more than capable of helping their clients to determine an appropriate risk level, and disseminate investment needs because they continually upgrade th...”

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The 24 firms listed for Richmond, BC 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: Richmond, BC

18 of the 24 firms we list are based in Richmond; the other 6 serve Richmond from Vancouver (10 km), Surrey (21 km) and White Rock (29 km). 17 of the firms on this page have a rating, from 4.6 to 5.0 across 774 reviews; 8 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (84%) and quality (69%). The topics that come up most in reviews of the firms on this page are "expertise" and "knowledge". 3 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are insurance (2), investments (2) and retirement planning (2). 2 show a licence on their websites. Domain records put 8 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers payment plans; 3 offer a free initial consultation and 1 is family- or locally-owned. 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 Richmond take financial planning bookings online?

4 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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Knowledge First Financial

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Aristo Wealth Management

(1)

“In addition to the great service that I have received, I have also been very happy with the results of the wealth management strategies that have been implemented.”

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Financial Horizons

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Edward Jones - Financial Advisor: Christina Bauer

(1)

“After meeting with Christina, my wife and I have a better understanding of where we are in relation to our retirement goals and what we need to do to reach them.”

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Family Insurance Plans.com

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Royal Rock Wealth

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Evertrust Financial Services

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Panasia Financial Services

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Enyoung Financial Services

(1)

“Great spot for applying ITIN.”

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Aimity Financial Group - Aimity Financial

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Planning With Andrew

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Goldenkey Investments Group & Goldenkey Accounting

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Thomas C. Chan Financial Service

(50)

Expertise
Options
Financial Advisor

“He delivered a lot of good advice in a short amount of time about a broad range of investment options and their relative performance and benefits, and I will definitely be looking to speak with him in the coming months about specifics to optimize my ...”

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Portfolio Planning

(50)

Advisor
Interests
Goals

“In the end, he recommended that I hire an accountant as his main expertise was not with taxation but with financial planning topics such as budgeting and investing.”

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Visionvest Financial Planning & Services

(50)

Understand
Goals
Team

“Over the years we gained some great insight into how we can & should plan our financial future and retirement ,that suited both, our goals and risk tolerance.”

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Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

(50)

Financial Planning
Decision
Parents

“Yogesh stands out from the rest, whome I have been in touch with, in the way he empathises and supports me in taking the decisions that proved to be critical in my case.”

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Mode Money Managers

(44)

Plan
Expertise
Team

“The calmness and the trust that was provided by Sanjay along with his professionalism & knowledge about all the processes is what set him apart from other consultants that we had interacted with.”

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Canadian Wiseinvest

(37)

Financial Well-Being
Concepts
Team

“I am working with "Peyman Salari" as a Financial Advisor for more than three years, He is very smart, knowledgeable, patient and always offer you the best of possible investment, We had some product in the past from other company without any follow u...”

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Average Cost	$3731
Minimum cost	$1244
Maximum cost	$10570
Avg Per Hour Rates	$374

Best Financial Advisors in Richmond, BC

GT Wealth 安加財稅

Guaranti Wealthplus Financial 温顶金融

Elite Wealth Management

SY. Wealth 云财富

Plantax Pacific Financial

Wealthsmart

Area overview: Richmond, BC

Knowledge First Financial

Aristo Wealth Management

Financial Horizons

Edward Jones - Financial Advisor: Christina Bauer

Family Insurance Plans.com

Royal Rock Wealth

Evertrust Financial Services

Panasia Financial Services

Enyoung Financial Services

Aimity Financial Group - Aimity Financial

Planning With Andrew

Goldenkey Investments Group & Goldenkey Accounting

Thomas C. Chan Financial Service

Portfolio Planning

Visionvest Financial Planning & Services

Yogesh Bansal, Cpa, Cga; CFP - Financial Planner

Mode Money Managers

Canadian Wiseinvest

Retirement Planning and Investment Management Services in Richmond, BC Cost Estimates

Why these companies made our list

Financial Advisors near Richmond

Popular in Richmond