Saint-Jean-sur-Richelieu, QC

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Saint-Jean-sur-Richelieu, QC
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Best Financial Advisors in Saint-Jean-sur-Richelieu, QC

The highest-rated Financial Planning & Wealth Management companies out of 44 vetted & reviewed in the Saint-Jean-sur-Richelieu area.

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Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

(3)
Retirement Planning, Tax Planning, Estate and Insurance 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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Tulett Matthews & Assoc

Tulett Matthews & Assoc

(2)
  • Knowledge
“I have been a client for a number of years and for good reason: impartial advice, in depth knowledge and outstanding client service that goes well beyond simple investment.”
In Business Since 2006
3535 Saint-Charles Blvd, Kirkland, Quebec H9H 5B9
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Stratéginc Groupe Financier

Stratéginc Groupe Financier

(50)
  • Proactive
  • Team
  • Strategy
“I wanted to take a few minutes to write to you about how Pascal Dion was able to listen to me and advise me to develop my investments, thank you very much.”
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)
  • Telephone
  • Receptionist
  • Mom
“Margaret has been a pleasure to deal with and Responds to all my Requests and Questions in a Timely Manner She is A pleasure to deal with and I Would Highly Recommend.”
Transparent Fees & Pricing
Serving Saint-Jean-sur-Richelieu Area
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Assuruni

Assuruni

(44)
  • Couple
  • Price
  • Car Insurance
“Joe is a great person and has great communication skills and listens to what the customer wants and he tries his best to satisfy your needs concerning your situation with insurance , I have no regrets .”
In Business Since 2016
1955 De la Côte-de-Liesse Rd, Saint-Laurent, Quebec H4N 3A8
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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
“It has always been a pleasure working with them as they are highly knowlegable and provide great customer service!”
Free Initial Consultation
In Business Since 2018
3055 Blvd. Saint-Martin O Bureau 620, Laval, QC H7T 0J3
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Lacasse Financial Services

Lacasse Financial Services

(34)
  • Monetary Investment
  • Trust
  • Questions
“Following this collaboration, I decided to entrust him with the financial planning of my business and I am very satisfied with the performance and the services provided.”
In Business Since 2014
Serving Saint-Jean-sur-Richelieu Area
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Mathieu Marcil, Pl.fin.

Mathieu Marcil, Pl.fin.

(30)
Planification Pour Entreprises, Planification Financière, Tarification
“Exceptional quality as far as I'm concerned - he knows his field well and will be able to offer you advice that matches the specifics of your financial situation.”
In Business Since 2019
100 Lansdowne, suite 207, Saint-Bruno-de-Montarville, QC J3V 0B3
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Rivard

Rivard

(37)
  • Team
  • Monetary Investment
  • Strategy
“In addition, their building brings together everything you need in the real estate field: investment, mortgage broker, insurance broker, real estate agents, a construction and renovation contractor and more.”
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)
Investissements et Retraite, Gestion Des Risques, Optimisation Financière
“Mylène is always available to answer questions, she is extremely keen to help me set goals and above all she always has good advice on how to achieve them.”
In Business Since 2019
Serving Saint-Jean-sur-Richelieu Area
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Gestion de Patrimoine Villeneuve

Gestion de Patrimoine Villeneuve

(18)
Planification de la Retraite, Placements, Entreprises et Travailleurs Autonomes
“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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Espace Finance, Cabinet de Services Financiers

Espace Finance, Cabinet de Services Financiers

(17)
  • Team
  • Honest
  • Popular Science
“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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Dominique Ribière

Dominique Ribière

(22)
  • Investment
  • Information
  • Finance
“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.”
In Business Since 2006
Serving Saint-Jean-sur-Richelieu Area
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Montreal

Montreal

(8)
Bookkeeping Services, Personal Tax Planning Services, Corporate Services
“Excellent service for US and Quebec tax accounting.”
Free Initial Consultation
Serving Saint-Jean-sur-Richelieu 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-Jean-sur-Richelieu Area
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Deslauriers Groupe Financier

Deslauriers Groupe Financier

(13)
  • Elle
  • Monetary Investment
  • Understanding
“Ultra fast service, I am very satisfied with my products!!!”
In Business Since 2013
184 Rue Saint-Charles O, Longueuil, QC J4H 1C9
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Jamali Financials

Jamali Financials

(3)
  • Insurance
“Positive Responsiveness, Quality, Professionalism, Value”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2021
4030 Boulevard Cote Vertu Ouest Office#107, Saint-Laurent, Quebec H4R 1V4
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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-Jean-sur-Richelieu Area
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Sens RL, Planification Financière

Sens RL, Planification Financière

(7)
  • 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.”
In Business Since 2018
646 Rue Saint-Jude N, Granby, QC J2H 0Y2
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Pinnacle Wealth Brokers

Pinnacle Wealth Brokers

(6)
  • 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.”
In Business Since 2010
500 Blvd. Saint-Martin O #320, Laval, QC H7M 3Y2
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Gestion Phocus

Gestion Phocus

(1)
Épargne et Placements, Assurance Entreprise, Assurance Particuliers
“Excellent service!”
In Business Since 2007
545 Rue Saint-Georges, La Prairie, QC J5R 2N2
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Denicourt Notaires

Denicourt Notaires

(7)
Droit Corporatif, Droit Agricole, Droit DES Personnes
“I have made several transactions with this notary and always received excellent service!”
Serving Saint-Jean-sur-Richelieu Area
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Olivier l'Heureux Adm.a, B.a.a, Pl.fin, Rlu, Mba, Cim, Fcsi

Olivier l'Heureux Adm.a, B.a.a, Pl.fin, Rlu, Mba, Cim, Fcsi

(5)
“An outstanding multidisciplinary team, personalized service, attentive to your needs, I recommend to help you achieve your financial objectives and future projects”
In Business Since 2021
1200 Rue Daniel - Johnson O, Saint-Hyacinthe, QC J2S 7K7
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Nathalie Brault

Nathalie Brault

(4)
“We had done business in the past with Raymond-Chabot and we were really treated like numbers, which contrasts greatly with the impeccable service of Nathalie Brault Syndic.”
In Business Since 2009
400 Blvd. Saint-Martin O #305, Laval, QC H7M 3Y8
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Retirement Planning and Investment Management Services in Saint-Jean-sur-Richelieu, QC Cost Estimates

Minimum cost
$1235
Maximum cost
$10498
National Average
$3706
Avg Per Hour Rates
$371
$2470
$6793
Typical price range is based on 446 cost profiles
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Average Cost $3706
Minimum cost $1235
Maximum cost $10498
Avg Per Hour Rates $371

Typical range $2470 to $6793 is based on 446 cost profiles.

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Wealth Management Advisors near Saint-Jean-sur-Richelieu

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