Best Financial Advisors in Saint-Jerome, QC

The highest-rated Financial Planning & Wealth Management companies out of 47 vetted & reviewed in the Saint-Jerome area.

Groupe Natale

Groupe Natale

(16)
Individual & Family, Services For Corporations, Entrepreneurs 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 Boulevard Saint-Martin O suite 620, Laval, Quebec H7T 0J3
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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
In Business Since 2017
Free Initial Consultation
614 Rue Saint-Jacques Suite 400, Montréal, QC H3C 1E2
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Montreal

Montreal

(6)
Personal Tax Planning Services, Professional Services, Bookkeeping Services
“Singer was nice enough to come by my office, where he took charge and basically took care of everything, It was such a relief!”
Free Initial Consultation
In Business Since 2012
Serving Saint-Jerome Area
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Melkonian Finance

Melkonian Finance

(10)
Debt Management, Specific Purchases, Review Mortgage
“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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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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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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Jamali Financials

Jamali Financials

(4)
  • Insurance
“This is one of the best experience that i have ever had for life insurance to take.”
Transparent Fees & Pricing
In Business Since 2021
Free Initial Consultation
4030 Blvd. Cote-Vertu Ouest Office#107, Saint-Laurent, Quebec H4R 1V4
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Shukr Group

Shukr Group

(1)
Business Services, Personal Services, Tax Consulting
“God service”
Offers Financing Options
In Business Since 1997
Serving Saint-Jerome Area
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Services Financiers Eric F. Gosselin

Services Financiers Eric F. Gosselin

Relevés Peak, Changement D’adresse, Demande de Renseignement
“C'est avec plaisir que nous vous offrons ce site de planification financière personnelle. Plus qu'une simple brochure électronique, il se veut un outil d'information, de communication, d'exploration de ce monde vaste et complexe, et votre guichet aut...”
In Business Since 2000
1650 Chem. de Saint-Jean, La Prairie, QC J5R 0J1
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Kelson Financial

Kelson Financial

(1)
“The firm has two principal partners , each with their unique skill set that combine for a high quality package for someone seeking a multi- purpose financial services firm with the ability to deal with all generations.”
In Business Since 2004
1500 Rue du Collège #300, Saint-Laurent, QC H4L 5G6
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Movative

Movative

(11)
  • 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.”
In Business Since 2016
Serving Saint-Jerome Area
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Eddy Mrad, Financial Planner / Investment Advisor

Eddy Mrad, Financial Planner / Investment Advisor

(1)
“Eddy is a great advisor, he gave me great tips on how to manage my wealth.”
In Business Since 2020
3100 Blvd. Cote-Vertu Ouest #505, Saint-Laurent, Quebec H4R 2J8
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Pinnacle Wealth Brokers

Pinnacle Wealth Brokers

(1)
“Excellent service great investment !”
In Business Since 2010
500 Boulevard Saint-Martin O #320, Laval, QC H7M 3Y2
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Jean-Denis Giguère

Jean-Denis Giguère

“Nous élaborerons avec vous des solutions afin d'atteindre les objectifs que vous vous êtes fixés. Pour vous faciliter la tâche, nous pouvons aussi travailler, au besoin, avec des experts de chacun des domaines spécialisés connexes (notaire, comptable...”
In Business Since 2009
149 Rue Saint-Eustache suite 104, Saint-Eustache, Quebec J7R 2L6
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Frédéric Thériault - Planificateur Financier

Frédéric Thériault - Planificateur Financier

“Il n'y a rien de plus valorisant que de partager votre fierté lorsque vous réalisez un rêve de longue date ou atteignez votre objectif de retraite ou d'investissement. Nous aimons prendre le temps nécessaire et porter une attention particulière aux d...”
In Business Since 2017
144 Boulevard Saint Jean Baptiste #1, Châteauguay, Quebec J6K 3B2
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Synthèse

Synthèse

“Entrepreneure dans l'âme, j'ai co-fondé Synthèse en 2014, ou j'exprime mon talent à titre d'experte en efficacité opérationnelle et stratégique. Je conseille ma clientèle sur la mise en place de nouveaux processus efficaces et adaptés suite à l'analy...”
In Business Since 2014
125 Rue Saint-Charles O, Longueuil, QC J4H 1C7
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Groupe Financier Boulos

Groupe Financier Boulos

“Boulos Financial Group is at your service since 1979. Recognized for its expertise, personal service and knowledge, professionals from Boulos Group, will guide you through the universe of financial and insurance services.”
In Business Since 1997
182 Rue Saint-Charles O, Longueuil, QC J4H 1C9
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Nathalie Brault

Nathalie Brault

“Découvrez une équipe créativehors pair, qui met à votre disposition ses compétences, ses ressources et son expérience,afin de vous donner l'heure juste quant aux meilleurs moyens de trouver les solutions à vos problèmes et vous remettre sur le chemin...”
In Business Since 2009
400 Boulevard Saint-Martin O #305, Laval, QC H7M 3Y8
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London Life Insurance Company : Yun Tao Zhang

London Life Insurance Company : Yun Tao Zhang

“Que vous soyez sur le point de fonder une famille, de prendre votre retraite ou que vous soyez à la tête d'une entreprise, je vous aiderai, vous ou votre entreprise, àélaborer un programme de sécurité financière sur mesure qui répondra à vos besoins,...”
In Business Since 2022
West, 1111 Rue Saint-Charles O bureau 950, Longueuil, Quebec J4K 5G4
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Planification Financière FB

Planification Financière FB

“Bien des gens redoutent de prendre en charge leurs finances et/ou remettent constamment à plus tard cette tâche qui leur semble complexe. Ou alors, ils craignent d'aller chercher de l'aide, de peur de se faire influencer à tort ou de tomber sur un ve...”
In Business Since 2018
187 Chem. de la Grande-Côte, Saint-Eustache, QC J7P 1B1
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Lafond - Cabinet de Services Financiers

Lafond - Cabinet de Services Financiers

In Business Since 2000
740 Rue Saint-Maurice Bureau 600, Montréal, QC H3C 1L5
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Monconseiller.ca | Planificateur Conseiller Financier

Monconseiller.ca | Planificateur Conseiller Financier

“Veuillez noter qu'aucune information personnelle ou confidentielle ne doit être transmise via ce formulaire. Si tel est le cas, vous pouvez nos contacter par téléphone ou par courriel.”
In Business Since 2004
12 Av. Saint-Jean-Baptiste, Vaudreuil-Dorion, QC J7V 2N9
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Alexandre Dupuis Services Financiers à Saint-Colomban

Alexandre Dupuis Services Financiers à Saint-Colomban

Celi, Assurance Vie, Reer
“Ce qui m'importe avant tout, c'est d'aider mes clients à y voir plus clair au niveau de leurs décisions financières. Ce que je peux offrir, c'est mon temps. Quand je rencontre une personne, je veux être certain qu'elle a bien compris les implications...”
In Business Since 2018
Serving Saint-Jerome Area
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TÙS Gestion de Patrimoine

TÙS Gestion de Patrimoine

(2)
Solutions D'assurances, Solutions Financières
“Enrique is very well spoken and makes you feel very confident with his attentiveness and professionalism.”
In Business Since 2021
Serving Saint-Jerome Area
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Retirement Planning and Investment Management Services in Saint-Jerome, 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
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Average Cost $3693
Minimum cost $1231
Maximum cost $10462
Avg Per Hour Rates $370

Average range $2462 to $6770 is based on 345 cost profiles.

Why these companies made our list

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