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Rothenberg Wealth Management
- Happy
- Needs
- 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.”
Best Financial Advisors near Saint-Bruno-de-Montarville, QC
None of these firms is based in Saint-Bruno-de-Montarville; they work from towns including Laval (32 km), Saint-Hubert (6 km) and Saint-Léonard (20 km).
24 firms listed · 4 open weekends · 23 rated 4.5+
Data verified October 19, 2026
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Taco Finance
- Information
- Understand
- Student
“I really enjoyed my videoconference meeting, it allowed me to learn more about the services offered at the different banks, in addition to allowing me to maximize my amount allocated for loans and scholarships.”
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Finexia
- Monetary Investment
- Team
- Safety
“I highly recommend Finexia for their expertise, their professionalism, their ability to develop personalized financial strategies and their human side.”
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Groupe Natale
- Industry
- Business
- Team
“I highly recommend Gennaro and Palma to anyone wanting to achieve better financial outcome.”
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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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TÙS Gestion de Patrimoine
- Monetary Investment
- Patient
- Trust
“A young advisor in his business, dynamic, competent, transparent at the same time as being an excellent teacher, it is completely obvious for me to recommend his services.”
The 24 firms listed for Saint-Bruno-de-Montarville, QC 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: Saint-Bruno-de-Montarville, QC
The 24 firms on this page are rated from 4.0 to 5.0 across 725 reviews; 5 have 50 or more reviews and 23 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), quality (55%) and responsiveness (55%). The topics that come up most in reviews of the firms on this page are "trust", "knowledge" and "patient". 4 are open on Saturdays and 2 on Sundays. Domain records put 8 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 2 offer a free initial consultation. We have a website on file for 23 of the firms on this page; 20 publish a contact page; 19 list a public email and 7 take bookings online. 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 Saint-Bruno-de-Montarville take financial planning bookings online?
7 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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Services Financiers Conseils J & M Inc
- Team
- Sympathetic
- Insurance
“Although we have dealt with other advisors for our insurance, we have always come back to Roger because he is very structured and has always given us sound advice.”
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Rivard
- Strategy
- Monetary Investment
- Service
“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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Mylène Lapointe - Planificateur Financier Indépendant
- Trust
- Elle
- Service
“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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Gestion de Patrimoine Villeneuve
- Human
- Wallet
- Service
“Although this was only the free preliminary meeting, he took the time to answer all my questions, in clear and simple language and even showed me tools that I did not know (for taxes and for make a personal budget).”
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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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Espace Finance, Cabinet de Services Financiers
- Popular Science
- Understanding
- Honest
“Listens to my needs and always takes the time to explain strategies adapted to my financial reality in order to maintain the relationship of trust that has been built over the years!”
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Dominique Ribière
- Finance
- Knowledge
- Information
“I wanted to highlight here the excellent service offered by Dominique who is keen to find the best solutions/investments corresponding to my objectives while respecting my reality.”
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Movative
- Team
- 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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Deslauriers Groupe Financier
- Understanding
- Monetary Investment
- Service
“Deslauriers' first clients in 2007, and her service always meets my expectations!”
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Jamali Financials
- Insurance
“Morteza was able to save me money for my life insurance with great coverage.”
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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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Martin Ragot Cpa, Cga, Pl. Fin.
- Patient
“Always very patient and courteous, he carefully explains all the important information for the good financial and accounting health of our organization.”
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Myriad Private Wealth With Ia Private Wealth - Joseph Alfie
“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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Pinnacle Wealth Brokers
- Monetary Investment
“And what I really liked was how my representative Yves Blanchet took care to clearly explain to me all the options available to me and subsequently advised me well.”
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Olivier l'Heureux Adm.a, B.a.a, Pl.fin, Rlu, Mba, Cim, Fcsi
“An outstanding multidisciplinary team, personalized service, attentive to your needs, I recommend to help you achieve your financial objectives and future projects”
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Gestion Phocus
“Excellent service!”
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Denicourt Notaires
- Service
“I used their services twice and it was exceptional each time, thank you!”
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Services Financiers Eric F. Gosselin
Retirement Planning and Investment Management Services in Saint-Bruno-de-Montarville, QC Cost Estimates
Minimum cost
$1211
Maximum cost
$10292
National Average
$3633
Avg Per Hour Rates
$364
$2422
$6660
Average price range is based on 414 cost profiles
Why these companies made our list
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