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.

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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Rothenberg Wealth Management

Rothenberg Wealth Management

(47)
  • Knowledge
  • 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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Stratéginc Groupe Financier

Stratéginc Groupe Financier

(38)
  • Strategy
  • Monetary Investment
  • Team
“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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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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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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Assuruni

Assuruni

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

Rivard

(36)
  • Team
  • Monetary Investment
  • Service
“Very good service, we took the time to go to dinner together so that they could explain to me all the possible scenarios for my file, thank you for your time on a Monday evening Keven I recommend to everyone”
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.”
Free Initial Consultation
Licensed
In Business Since 2017
614 Rue Saint-Jacques Suite 400, Montréal, QC H3C 1E2
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Montreal

Montreal

(7)
Bookkeeping Services, Personal Tax Planning Services, Corporate Services
“This guy will tell you like it is and will do everything in his power to help you or your business save on taxes.”
Free Initial Consultation
Serving Saint-Jean-sur-Richelieu Area
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Melkonian Finance

Melkonian Finance

(11)
Review Mortgage, Debt Management, 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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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-Jean-sur-Richelieu Area
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Chowdhury Aktar & Associates

Chowdhury Aktar & Associates

(9)
“It is great opportunity working for the company”
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
“Her workshops and events have been great opportunities to learn more about finance and how to implement bite-size chunk changes to get you on the path to financial freedom.”
In Business Since 2019
1111 Bd Dr.-Frederik-Philips suite 600, Saint-Laurent, Quebec H4M 2X6
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Jamali Financials

Jamali Financials

(3)
“Professional, quick, and very competitive Service.”
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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Dominique Ribière

Dominique Ribière

(17)
  • Information
  • Service
“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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Services Financiers Mylène Lapointe

Services Financiers Mylène Lapointe

(12)
Investissements et Retraite, Gestion Des Risques, 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-Jean-sur-Richelieu Area
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Shukr Group

Shukr Group

(1)
Tax Consulting, Business Services, Advisory Services
“God service”
Offers Financing Options
In Business Since 1997
Serving Saint-Jean-sur-Richelieu Area
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Espace Finance, Cabinet de Services Financiers

Espace Finance, Cabinet de Services Financiers

(8)
“Excellent personalized service!”
400 Blvd. Saint-Martin O #300, Laval, QC H7M 3Y8
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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.”
646 Rue Saint-Jude N, Granby, QC J2H 0Y2
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Pinnacle Wealth Brokers

Pinnacle Wealth Brokers

(6)
“Thanks to Karina Ricci and Yves Blanchet for the clear explanations on these investments.”
500 Boulevard Saint-Martin O #320, Laval, QC H7M 3Y2
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Martin Ragot Cpa, Cga, Pl. Fin.

Martin Ragot Cpa, Cga, Pl. Fin.

(5)
“Ragot helped me a lot when planning my private or corporate investments.”
In Business Since 2018
Serving Saint-Jean-sur-Richelieu Area
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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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Saint-Pierre Fluet & Belval Notaires S.e.n.c.r.l.

Saint-Pierre Fluet & Belval Notaires S.e.n.c.r.l.

(5)
“A notary dedicated to his clients.”
In Business Since 2002
750 Av. de l'Hôtel-Dieu, Saint-Hyacinthe, QC J2S 5J9
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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.

Why these companies made our list

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