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.

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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Rothenberg Wealth Management

Rothenberg Wealth Management

(47)
  • Telephone
  • Needs
  • Mom
“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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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.”
823 Rue Saint-Jacques suite B, Saint-Jean-sur-Richelieu, QC J3B 2N2
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Stratéginc Groupe Financier

Stratéginc Groupe Financier

(38)
  • Monetary Investment
  • Popular Science
  • Strategy
“Professional and courteous service, always available to answer my questions, I have an action plan tailored perfectly for me, Thank you very much and I strongly refer you!!!”
In Business Since 2011
630 Bd Clairevue O bureau 103, Saint-Bruno-de-Montarville, QC J3V 6B4
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TÙS Gestion de Patrimoine

TÙS Gestion de Patrimoine

(32)
Solutions D'assurances, Solutions Financières
“Enrique is a friend above all and behind this friendship is a hard-working, professional and above all integrated man in the work he does and in everyday life.”
In Business Since 2021
Serving Saint-Eustache Area
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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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Assuruni

Assuruni

(29)
  • Home Insurance
  • Price
  • Professional
“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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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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Rivard

Rivard

(36)
  • Monetary Investment
  • Team
  • Service
“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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Lawadvisors

Lawadvisors

(12)
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.”
Licensed
Free Initial Consultation
In Business Since 2017
614 Rue Saint-Jacques Suite 400, Montréal, QC H3C 1E2
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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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Melkonian Finance

Melkonian Finance

(11)
Debt Management, Review Mortgage, Group Retirement Savings Plans
“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.”
In Business Since 2015
7575 Trans Canada Route Suite 555, Saint-Laurent, Quebec H4T 1V6
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Montreal

Montreal

(7)
Personal Tax Planning Services, Bookkeeping Services, Corporate Services
“Excellent service for US and Quebec tax accounting.”
Free Initial Consultation
Serving Saint-Eustache Area
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Movative

Movative

(14)
  • 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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Chowdhury Aktar & Associates

Chowdhury Aktar & Associates

(9)
“All in all, it was a really good experience speaking with Mehran.”
Free Initial Consultation
In Business Since 2019
3700 Rue Griffith #116, Saint-Laurent, QC H4T 2B3
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Sohon Assurances et Services Financiers

Sohon Assurances et Services Financiers

(13)
  • Women
“She is very knowledgeable, easy to communicate with and provides excellent support throughout the process, and all of this wile giving her time to the community by organising workshops for the Women & Money MTL community.”
In Business Since 2019
1111 Bd Dr.-Frederik-Philips suite 600, Saint-Laurent, Quebec H4M 2X6
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Gascon Gestion de Patrimoine

Gascon Gestion de Patrimoine

(13)
  • Team
  • Financial Advisor
  • Service
“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)
“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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Services Financiers Mylène Lapointe

Services Financiers Mylène Lapointe

(12)
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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Shukr Group

Shukr Group

(1)
Business Services, Tax Consulting, Advisory Services
“God service”
Offers Financing Options
In Business Since 1997
Serving Saint-Eustache Area
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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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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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Lachapelle Finances Intelligentes

Lachapelle Finances Intelligentes

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

Why these companies made our list

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