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Rethink CPA Professional Corporation

(50)

Partnership
Corporate Taxes
Patient

“They were extremely generous and knowledgeable in answering all of my questions, and were immediately responsive, which I appreciate in the final hours of meeting the tax filing deadline.”

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Ai Financial

(48)

“The company's investment is very professional, the internship environment is particularly good, and colleagues in the company get along very harmoniously.”

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Brokerteam Insurance

(46)

Home Insurance
Company
Efficient

“Ben Cheung was the first advisor I met in BrokerTeam, he patiently and carefully sought out the great insurance coverage for my family, and helped us solve problems quickly & efficiently.”

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Small Biz Capital

(31)

Patient
Services
Small Business

“Their commitment to supporting small businesses is evident, and I highly recommend their services to any business owner in need of reliable financing options.”

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AMR Services

(26)

Family
Partnership
Financial

“We are very satisfied with the excellent service the company provides us, I personally feel comfortable knowing that they are taking care of me and my family, Angela is always on top of everything and we already have an amazing trusting professional ...”

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Flip My Life

(26)

Insurance Policy
Expertise
Biased

“I highly recommend Flip My Life (Sarah B) for anyone looking to become financially stable as a certified financial planner she helped me get back on track with my monthly payment, budgeting, becoming debit free and build credit.”

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The 24 firms listed for Richmond Hill, 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: Richmond Hill, ON

All 24 firms we list here are in Richmond Hill itself. We have 33 firms in Richmond Hill on file; this page shows the highest-rated 24. 22 of the firms on this page have a rating, from 3.7 to 5.0 across 1,313 reviews; 3 have 50 or more reviews and 18 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (93%), responsiveness (83%) and quality (67%). The topics that come up most in reviews of the firms on this page are "patient", "efficient" and "knowledge". 4 are open on Saturdays and 1 on Sundays. 2 show a licence on their websites. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 3 offer payment plans; 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 22 of the firms on this page; 16 publish a contact page; 17 list a public email and 2 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Richmond Hill take financial planning bookings online?

2 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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Dethomas Wealth Management

(19)

Financial
Retirement
Questions

“All the advisors I've dealt with have provided guidance and advice for investments and planning, and they maintained a high level of professionalism and confidentiality.”

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Invesmar Financial Planning

(23)

Well Being
Needs
Company

“During that time we have always felt that in Arthur and his company, we have been treated us with respect and genuine care for our well being, particularly our financial situation.”

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Mortgage by Mehdi

(9)

Communication
Rates
Professional

“We were going to go with the B lender for our mortgage, but after the interest rates raised a couple of points we decided to call 99 Mortgage by Mehdi Aghaloo, who was highly recommended to get a better deal.”

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Elite Private Wealth

(11)

Family
Team
Future

“Rishi explains the process, spends time answering client questions, and ensures that he is providing comprehensive tax services, all for a reasonable price.”

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Page and Associates

(1)

“They won the Top Choice Award for the Top Financial adviser in Richmond hill, great work you guys:)”

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Sandra L Fawcett CA/ CPA

(2)

“They handle it all (from personal to business) so conveniently, when I start up my own business next year I will get them to do my business practice as well.”

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Clients, Partners & Associates

“Financial security and freedom is attained with a sound financial plan. At Clients, Partners & Associates Inc., we have the financial experience to help you manage your money so that you can ease your mind and enjoy life - now and in the future.”

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Equity Associates

“As the founder and CEO of Equity Associates, I'm inspired by getting to know Advisors and their individual approaches to working with clients. If you're an Advisor who values independence, I invite you to learn more about our company and what we can ...”

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Cherry Cheung, CFP | Toronto Financial Advisor

(5)

“As a small business owner, I find it difficult to find time to manage my personal finances, Cherry made it very easy for me to learn about investments, and what stood out to me was how thorough and patient she was throughout the entire process.”

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Max Taxation & Financial Services

(1)

“Been in business many years with lots of clients”

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Canso Investment Counsel

“We named our firm for the PBY-5A Canso, admiring its ruggedness, endurance and flexibility which we believe are the hallmarks of our investment strategies. The Canso is the Canadian manufactured variant of the Consolidated PBY-5A, also called the Cat...”

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Paul Babber and Associates

“At Paul Babber & Associates Ltd., we provide accounting and tax consultation services for small businesses and individuals in the Greater Toronto Area.”

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BMA Financial Group

(8)

Knowledge
Tax
Accountant

“For 15 years having a small business it's been hard but beside that having a perfessonal accountant like him make that easier to handle the paperwork.”

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Burkes David

“In the modern digital world, data is power. Businesses that know how to use it hold the cheat sheet for sustained growth and long-term success. That's where Key Performance Indicators (KPIs) come in. KPIs assess how effectively a company achieves its...”

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Stimson Yuen CPA Professional Corporation

(2)

“I filed my personal Tax Return here.”

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Tina Tehranchian

(1)

“A courteous, professional experience from Tina and her team.”

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Sung Lee, Chartered Accountant Professional Corporation

(1)

“Extremely knowledgeable in Business Finance, Accounting and Taxes.”

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Commercial Funding Group

“Hotels furniture and fixtures need constant replacement. From all room furniture to reception desks and appliances, we can finance almost everything required; that includes even carpets, wall paper and door locks.”

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Average Cost	$3730
Minimum cost	$1244
Maximum cost	$10568
Avg Per Hour Rates	$373

Best Financial Advisors in Richmond Hill, ON

Rethink CPA Professional Corporation

Ai Financial

Brokerteam Insurance

Small Biz Capital

AMR Services

Flip My Life

Area overview: Richmond Hill, ON

Dethomas Wealth Management

Invesmar Financial Planning

Mortgage by Mehdi

Elite Private Wealth

Page and Associates

Sandra L Fawcett CA/ CPA

Clients, Partners & Associates

Equity Associates

Cherry Cheung, CFP | Toronto Financial Advisor

Max Taxation & Financial Services

Canso Investment Counsel

Paul Babber and Associates

BMA Financial Group

Burkes David

Stimson Yuen CPA Professional Corporation

Tina Tehranchian

Sung Lee, Chartered Accountant Professional Corporation

Commercial Funding Group

Retirement Planning and Investment Management Services in Richmond Hill, ON Cost Estimates

Why these companies made our list

Financial Advisors near Richmond Hill

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