Saint-Jerome, QC

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Saint-Jerome, QC
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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.

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Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

(3)
Tax Planning, Corporate Planning, Investment 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)
  • Telephone
  • Mom
  • Questions
“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.”
Transparent Fees & Pricing
Serving Saint-Jerome Area
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TÙS Gestion de Patrimoine

TÙS Gestion de Patrimoine

(32)
Solutions D'assurances, Solutions Financières
“Enrique is a friend above all and behind this friendship is a hard-working, professional and above all integrated man in the work he does and in everyday life.”
In Business Since 2021
Serving Saint-Jerome Area
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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
“I highly recommend Gennaro and Palma to anyone wanting to achieve better financial outcome.”
Free Initial Consultation
In Business Since 2018
3055 Blvd. Saint-Martin O Bureau 620, Laval, QC H7T 0J3
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Assuruni

Assuruni

(29)
  • Home Insurance
  • Price
  • Car
“I've been working with Aiman Alameddine for a couple of years referring clients to him for auto and home insurance, he has taken good care of them from start to finish and has again come through for me with my auto insurance.”
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)
  • 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!!”
In Business Since 2014
Serving Saint-Jerome Area
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Rivard

Rivard

(36)
  • Monetary Investment
  • Service
  • Team
“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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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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Lumos Services Financiers

Lumos Services Financiers

(19)
  • 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.”
In Business Since 2019
6455 Rue Jean-Talon E bureau 804, Saint-Léonard, QC H1S
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Montreal

Montreal

(7)
Personal Tax Planning Services, Professional Services, Bookkeeping Services
“Excellent service for US and Quebec tax accounting.”
Free Initial Consultation
Serving Saint-Jerome Area
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Melkonian Finance

Melkonian Finance

(11)
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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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-Jerome Area
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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

(3)
“Morteza was able to save me money for my life insurance with great coverage.”
Transparent Fees & Pricing
In Business Since 2021
Free Initial Consultation
4030 Boulevard Cote Vertu Ouest Office#107, Saint-Laurent, Quebec H4R 1V4
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Services Financiers Mylène Lapointe

Services Financiers Mylène Lapointe

(12)
Gestion Des Risques, Coach Financier, Investissements et Retraite
“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-Jerome Area
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Alexandre Dupuis Services Financiers à Saint-Colomban

Alexandre Dupuis Services Financiers à Saint-Colomban

(11)
Celi, Assurance Vie, Reer
“Great experience, I recommend it to everyone!”
In Business Since 2018
Serving Saint-Jerome Area
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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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Martin Provost Services Financiers - Planificateur Financier

Martin Provost Services Financiers - Planificateur Financier

(14)
  • 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.”
Serving Saint-Jerome Area
Featured

Nouveau partenaire en fonds mutuels Investia Services Financiers inc. Je suis fier de vous annoncer qu’Investia Services Financiers sera mon nouveau partenaire à titre de représentant de courtier en fonds mutuels. Investia compte parmi les plus importantes firmes indépendantes de gestion de patrimoine au Canada. Elle propose un vaste choix de plateformes numériques à la fine pointe de la technologie, d’outils en ligne et de ressources pour la gestion des activités qui me permettra de vous offrir un niveau de service supérieur.

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Espace Finance, Cabinet de Services Financiers

Espace Finance, Cabinet de Services Financiers

(8)
“Offers a very adapted experience and carries out safe plans!”
400 Blvd. Saint-Martin O #300, Laval, QC H7M 3Y8
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Pinnacle Wealth Brokers

Pinnacle Wealth Brokers

(6)
“Blanchet for introducing me to and explaining everything in clear terms to such a good, hassle-free investment product.”
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)
“He adapts well to the particularities of my situation and always answers my questions clearly and precisely.”
In Business Since 2018
Serving Saint-Jerome Area
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Services Financiers Beaulieu et Associés

Services Financiers Beaulieu et Associés

(1)
Épargne et Placements, Assurances, Régime Collectif D’épargne Retraite (Rver)
“We are here to support you throughout the stages of your life.”
101 Boulevard Saint Jean Baptiste, Châteauguay, Quebec J6J 3H9
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Quenneville Walsh Private Wealth Management of Raymond James

Quenneville Walsh Private Wealth Management of Raymond James

(10)
  • 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.”
In Business Since 2015
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.

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Wealth Management Advisors near Saint-Jerome

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