Saint-Eustache, QC

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Saint-Eustache, QC
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Best Financial Advisors in Saint-Eustache, QC

The highest-rated Financial Planning & Wealth Management companies out of 35 vetted & reviewed in the Saint-Eustache area.

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Stratéginc Groupe Financier

Stratéginc Groupe Financier

(50)
  • Professionalism
  • Trust
  • Planning
“Truly, I am a satisfied client and, without doubt, one of the best decisions I made a few years before my retirement was to transfer my assets to StratégInc.”
In Business Since 2011
630 Bd Clairevue O bureau 103, Saint-Bruno-de-Montarville, QC J3V 6B4
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Rothenberg Wealth Management

Rothenberg Wealth Management

(47)
  • Needs
  • Business
  • Patience
“My mother Paula has been a loyal client for over 15 years, and I continue to be impressed with Tina Patel and the team at Rothenberg Wealth Management.”
Transparent Fees & Pricing
Serving Saint-Eustache Area
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Assuruni

Assuruni

(44)
  • Budget
  • Information
  • Company
“I've been working with Aiman Alameddine for a couple of years referring clients to him for auto and home insurance, he has taken good care of them from start to finish and has again come through for me with my auto insurance.”
In Business Since 2016
1955 De la Côte-de-Liesse Rd, Saint-Laurent, Quebec H4N 3A8
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Finexia

Finexia

(35)
Planification Des Objectifs, Aspects Juridiques, Assurances et Autres Services
“I highly recommend Finexia for their expertise, their professionalism, their ability to develop personalized financial strategies and their human side.”
In Business Since 2009
823 Rue Saint-Jacques suite B, Saint-Jean-sur-Richelieu, QC J3B 2N2
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Groupe Natale

Groupe Natale

(27)
Tax, Retirement & Estate Planning Services For Individuals & Families, Tax, Financial, Retirement & Estate Planning Services For Corporations, Business Owners, and Affluent Clients
“I loved their customer service approach, they took the time to explain their products and answered my thousand questions.”
Free Initial Consultation
In Business Since 2018
3055 Blvd. Saint-Martin O Bureau 620, Laval, QC H7T 0J3
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Mathieu Marcil, Pl.fin.

Mathieu Marcil, Pl.fin.

(30)
Planification Financière, Planification Pour Entreprises, Tarification
“He was not only interested in the professional side, but also on the personal level to be sure to give me a personalized service that meets my needs and those of my family.”
In Business Since 2019
100 Lansdowne, suite 207, Saint-Bruno-de-Montarville, QC J3V 0B3
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Lacasse Financial Services

Lacasse Financial Services

(34)
  • Trust
  • Monetary Investment
  • Questions
“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!!”
In Business Since 2014
Serving Saint-Eustache Area
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TÙS Gestion de Patrimoine

TÙS Gestion de Patrimoine

(33)
  • Patient
  • Future
  • Merger
“His knowledge and curiosity are unrivaled in his field and he managed to communicate to me in great detail my investment options for a healthy financial future.”
In Business Since 2021
Serving Saint-Eustache Area
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Services Financiers Conseils J & M Inc

Services Financiers Conseils J & M Inc

(49)
  • Sympathetic
  • Family
  • Insurance
“Roger has been taking care of my personal investments and insurance for several years and has always been able to advise me in the best interests of me.”
650 Rue Boucher #302, Saint-Jean-sur-Richelieu, Quebec J3B 7Z8
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Rivard

Rivard

(37)
  • Monetary Investment
  • Team
  • Strategy
“Thank you to the Rivard & Chagnon Group for their service and the beautiful transition of my investments, everything was done with ease and professionalism.”
In Business Since 2020
792 Rue Saint-Louis #108, Terrebonne, Quebec J6W 1J8
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Mylène Lapointe - Planificateur Financier Indépendant

Mylène Lapointe - Planificateur Financier Indépendant

(22)
Gestion Des Risques, Investissements et Retraite, Optimisation Financière
“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.”
In Business Since 2019
Serving Saint-Eustache Area
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Gestion de Patrimoine Villeneuve

Gestion de Patrimoine Villeneuve

(18)
Placements, Immobilier, Planification de la Retraite
“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).”
In Business Since 2021
7750 Bd Cousineau Bureau 305, Saint-Hubert, Quebec J3Z 0C8
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Lumos Services Financiers

Lumos Services Financiers

(19)
  • 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.”
In Business Since 2019
6455 Rue Jean-Talon E bureau 804, Saint-Léonard, QC H1S
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ImpÔt MontrÉal - DG

ImpÔt MontrÉal - DG

(17)
  • Price
“In a short time, we realize that he knows his profession very well and that he demonstrates with passion his rather perfectionist affinities for his profession.”
In Business Since 2017
Serving Saint-Eustache Area
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Espace Finance, Cabinet de Services Financiers

Espace Finance, Cabinet de Services Financiers

(17)
  • Understanding
  • Strategy
  • 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!”
400 Blvd. Saint-Martin O #300, Laval, QC H7M 3Y8
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Montreal

Montreal

(8)
Personal Tax Planning Services, Bookkeeping Services, Corporate Services
“SInger for finicial statement and personal income taxes.”
Free Initial Consultation
Serving Saint-Eustache Area
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Movative

Movative

(15)
  • 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.”
Serving Saint-Eustache Area
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Gascon Gestion de Patrimoine

Gascon Gestion de Patrimoine

(13)
  • Business
  • Team
  • Questions
“Wonderful team to work with and very quick to respond to questions and concerns.”
In Business Since 2020
2192 Bd du Curé-Labelle, Saint-Jérôme, QC J7Y 1T3
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Jamali Financials

Jamali Financials

(3)
  • Insurance
“Morteza was able to save me money for my life insurance with great coverage.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2021
4030 Boulevard Cote Vertu Ouest Office#107, Saint-Laurent, Quebec H4R 1V4
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Alexandre Dupuis Services Financiers à Saint-Colomban

Alexandre Dupuis Services Financiers à Saint-Colomban

(11)
Assurance Maladies Graves, Celi, Assurance Vie
“Great experience, I recommend it to everyone!”
In Business Since 2018
Serving Saint-Eustache Area
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Lachapelle Finances Intelligentes

Lachapelle Finances Intelligentes

(8)
  • Team
  • Service
“A professional service of the caliber.”
In Business Since 2018
330, de, Rue de Martigny O Suite 200, Saint-Jérôme, QC J7Y 4C9
Featured

Samedi dernier avait lieu la remise des diplômes pour la nouvelle cohorte de Pl. Fin. 🎓👩🏻‍🎓🧑‍🎓C’est avec bonheur que je suis allée applaudir et encourager les nouveaux diplômés 🥂🥂 Qui plus est, j’étais bien fière d’avoir mes deux beaux garçons avec moi pour l’occasion 🙏🏻🩵. Ils en savent maintenant un peu plus sur la vie professionnelle de leur maman ! #relèveplfin...

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Martin Provost Services Financiers - Planificateur Financier

Martin Provost Services Financiers - Planificateur Financier

(14)
  • Financial Advisor
  • Trust
“He has the expertise and keeps his training and development constantly up to date to respond well to financial decisions and strategies that can make all the difference.”
Serving Saint-Eustache Area
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Martin Ragot Cpa, Cga, Pl. Fin.

Martin Ragot Cpa, Cga, Pl. Fin.

(7)
  • Patient
“Always very patient and courteous, he carefully explains all the important information for the good financial and accounting health of our organization.”
In Business Since 2018
Serving Saint-Eustache Area
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Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

(3)
Tax Planning, Corporate Planning, Retirement 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.”
In Business Since 2016
3773 Boulevard Cote Vertu Ouest #350b, Saint-Laurent, Quebec H4R 2M3
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Retirement Planning and Investment Management Services in Saint-Eustache, QC Cost Estimates

Minimum cost
$1224
Maximum cost
$10398
National Average
$3670
Avg Per Hour Rates
$367
$2447
$6728
Average price range is based on 457 cost profiles
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Average Cost $3670
Minimum cost $1224
Maximum cost $10398
Avg Per Hour Rates $367

Average range $2447 to $6728 is based on 457 cost profiles.

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