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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.”

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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.”

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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 .”

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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!”

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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.”

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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.”

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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.”

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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.”

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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).”

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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!”

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Montreal

(8)

Bookkeeping Services, Personal Tax Planning Services, Corporate Services

“Excellent service for US and Quebec tax accounting.”

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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.”

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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.”

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Deslauriers Groupe Financier

(13)

Elle
Monetary Investment
Understanding

“Ultra fast service, I am very satisfied with my products!!!”

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Jamali Financials

(3)

Insurance

“Positive Responsiveness, Quality, Professionalism, Value”

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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.”

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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.”

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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.”

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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.”

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Gestion Phocus

(1)

Épargne et Placements, Assurance Entreprise, Assurance Particuliers

“Excellent service!”

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Denicourt Notaires

(7)

Droit Corporatif, Droit Agricole, Droit DES Personnes

“I have made several transactions with this notary and always received excellent service!”

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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”

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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.”

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Conseiller Financier | Service Personnalisé

(9)

“Working with George was so easy, he explained my options in a way that I could understand and plan for both short term and long term with the flexibility I need to get through this pandemic.”

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Average Cost	$3706
Minimum cost	$1235
Maximum cost	$10498
Avg Per Hour Rates	$371

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.

Stratéginc Groupe Financier

Rothenberg Wealth Management

Assuruni

Groupe Natale

Lacasse Financial Services

Mathieu Marcil, Pl.fin.

Rivard

Mylène Lapointe - Planificateur Financier Indépendant

Gestion de Patrimoine Villeneuve

Espace Finance, Cabinet de Services Financiers

Montreal

Dominique Ribière

Movative

Deslauriers Groupe Financier

Jamali Financials

Martin Ragot Cpa, Cga, Pl. Fin.

Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

Sens RL, Planification Financière

Pinnacle Wealth Brokers

Gestion Phocus

Denicourt Notaires

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

Nathalie Brault

Conseiller Financier | Service Personnalisé

Retirement Planning and Investment Management Services in Saint-Jean-sur-Richelieu, QC Cost Estimates

Why these companies made our list

Wealth Management Advisors near Saint-Jean-sur-Richelieu

Popular in Saint-Jean-sur-Richelieu