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Rothenberg Wealth Management
- Needs
- Mom
- Google Account
“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.”
Best Financial Advisors near Saint-Jérôme, QC
None of these firms is based in Saint-Jérôme; they work from towns including Laval (30 km), Saint-Léonard (38 km) and Saint-Laurent (39 km).
24 firms listed · 3 open weekends · 23 rated 4.5+
Data verified October 18, 2026
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Groupe Natale
- Business
- Investment
- Team
“He was very available to answer my questions and provide me with the requested information.”
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Lacasse Financial Services
- Trust
- Questions
- Monetary Investment
“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!!”
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TÙS Gestion de Patrimoine
- Patient
- Trust
- Adaptive Expertise
“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.”
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Rivard
- Monetary Investment
- Service
- Team
“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”
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Mylène Lapointe - Planificateur Financier Indépendant
- Elle
- Service
- Human
“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.”
The 24 firms listed for Saint-Jérôme, QC offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: Saint-Jérôme, QC
The 24 firms on this page are rated from 4.0 to 5.0 across 427 reviews; 2 have 50 or more reviews and 23 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), quality (54%) and responsiveness (51%). The topics that come up most in reviews of the firms on this page are "trust", "knowledge" and "patient". 3 are open on Saturdays and 1 on Sundays. Domain records put 8 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 2 offer a free initial consultation and 1 lists coupons or special offers. We have a website on file for all 24 of the firms on this page; 22 publish a contact page; 20 list a public email and 8 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Saint-Jérôme take financial planning bookings online?
8 of the 24 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.
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Gestion de Patrimoine Villeneuve
- Wallet
- Service
- Merger
“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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Lumos Services Financiers
- 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.”
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Espace Finance, Cabinet de Services Financiers
- Understanding
- Honest
- Proactive
“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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Movative
- 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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Jamali Financials
- Insurance
“Morteza was able to save me money for my life insurance with great coverage.”
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Martin Provost Services Financiers - Planificateur Financier
- 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.”
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Martin Ragot Cpa, Cga, Pl. Fin.
- 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
“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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Pinnacle Wealth Brokers
- 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
“Excellent service!”
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Services Financiers Eric F. Gosselin
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Quenneville Walsh Private Wealth Management of Raymond James
- Business
- Financial
“Would recommend to anyone looking to plan for their future and are curious about starting out or have experience and want to advance through investments.”
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Conseiller Financier | Service Personnalisé
“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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Frédéric Thériault - Planificateur Financier
“Thériault in retirement planning and he was able to find suitable solutions.”
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Monconseiller.ca | Planificateur Conseiller Financier
“I had a consultation very quickly and Mathieu answered my questions clearly.”
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Tulett Matthews & Assoc
- 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.”
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Jean-Denis Giguère
“The old St Eustache is under reconstruction for 2 years.”
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Planification Financière FB
“He responded to my needs in a very professional and efficient manner.”
Retirement Planning and Investment Management Services in Saint-Jérôme, QC Cost Estimates
Minimum cost
$1231
Maximum cost
$10462
National Average
$3693
Avg Per Hour Rates
$370
$2462
$6770
Average price range is based on 345 cost profiles
Why these companies made our list
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