Best Financial Advisors in Saint-Bruno-de-Montarville, QC
The highest-rated Financial Planning & Wealth Management companies out of 37 vetted & reviewed in the Saint-Bruno-de-Montarville area.
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Estate and Insurance Planning, Tax Planning, Investment Planning
“Not only is he able to present to them the right solution for their needs, he is extremely knowledgeable about changes in the economic environment and keeps me updated on a consistent basis.”
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Rothenberg Wealth Management
- Team
- Telephone
- Mom
“I'm very satisfied with the services that I have received to date and will continue to recommend Rothenberg and Rothenberg and Miss Patel to both to family and friends.”
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Finexia
Diagnostic Général, Planification Des Objectifs, Assurances et Autres Services
“I highly recommend Finexia for their expertise, their professionalism, their ability to develop personalized financial strategies and their human side.”
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TÙS Gestion de Patrimoine
Solutions D'assurances, Solutions Financières
“Regardless of your initial knowledge in portfolio optimization, TÙS Gestion de Patrimoine will be able to serve you professionally by meeting your consumer needs.”
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Groupe Natale
Tax, Retirement & Estate Planning Services For Individuals & Families, Tax, Financial, Retirement & Estate Planning Services For Corporations, Business Owners, and Affluent Clients
“He was very available to answer my questions and provide me with the requested information.”
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Assuruni
- Service
- Home Insurance
- Car
“I am very grateful to my insurance advisor "Evan Paniconi" who is a super efficient and professional person, since he spared no effort to help me get the best insurance for my car and for my budget.”
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Lacasse Financial Services
- Trust
- Questions
- Monetary Investment
“He took the time to listen to us, to clearly establish our needs based on the objectives we have and thus be able to make a detailed and precise plan for the entire year!!”
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Rivard
- Monetary Investment
- Service
- Team
“After several years of investing with a virtual bank with reduced management fees, I was disillusioned by the impersonal, difficult to access and "one size fits all" customer service!”
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Taco Finance
- Information
- Understand
- Student
“In addition to gaining a better knowledge of all the services offered to us, I learned several tips to better manage my portfolio in addition to emerging with some tools to benefit from numerous financial advantages.”
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Lawadvisors
Life Insurance
“I have been with Norman and Sheena for the last 20 years, so far they have done excellent work for me with quick response on all the questions I needed.”
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Lumos Services Financiers
- Monetary Investment
- Insurance
“I purchased my life insurance policy with Lumos in addition to letting them manage my personal investments and I am very satisfied with the results and the service provided, a modern and professional team.”
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Desslauriers Groupe Financier
Produit Banque Manuvie, Assurance Maladie Grave, Planification Financière et de Retraite
“Deslauriers' first clients in 2007, and her service always meets my expectations!”
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Montreal
Corporate Services, Personal Tax Planning Services, Professional Services
“My Singer was absolutely phenomenal in helping us deal with our corporate and personal taxes, highly recommended.”
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Melkonian Finance
Group Retirement Savings Plans, Debt Management, Specific Purchases
“As a business owner, my income can sometimes fluctuate so planning for the future is even more important - Alex and his team have done a fantastic job of making sure I am set to reach my goals.”
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Movative
- Business
“He simply took me by the and ma made sure my business was safe but most importantly my family would be taken care of making sure that they wouldn't have to Worry about a thing if something would happen to me.”
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Chowdhury Aktar & Associates
“I have to let everyone know that I spoke to Mehran over the phone and he inquired about what exactly l was looking for”
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Sohon Assurances et Services Financiers
- Women
“She's driven by providing you with the knowledge and resources for you to step up your money game, take control of your finances and make the best choices for you.”
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Jamali Financials
“Morteza was able to save me money for my life insurance with great coverage.”
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Dominique Ribière
- Information
- Service
“We have known Dominique for more than 10 years and during all this time, we have had nothing but good advice from him, always very available, I highly recommend.”
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Services Financiers Mylène Lapointe
Optimisation Financière, Gestion Des Risques, Coach Financier
“I really appreciated the first contacts that my partner and I had with Mylène to clearly analyze our situation and advise us in the maze of financial options for our projects.”
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Shukr Group
Advisory Services, Business Services, Personal Services
“God service”
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Espace Finance, Cabinet de Services Financiers
“Excellent advice, always available, takes the time to explain and ensures our understanding.”
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Sens RL, Planification Financière
- Service
“Thanks to Danic and Marie-Josée, I finally have the support and resources allowing me to have better financial health and knowledge that gives me autonomy.”
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Steve Farrell CPA
Fiscalité Des Travailleurs Autonomes et Des Particuliers, États Financiers et Fiscalité Corporative, Tenue de Livres et Mandats Spéciaux
“And very professional too.”
Retirement Planning and Investment Management Services in Saint-Bruno-de-Montarville, QC Cost Estimates
Why these companies made our list
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