Best Financial Advisors in Sainte-Julie, QC

The highest-rated Financial Planning & Wealth Management companies out of 55 vetted & reviewed in the Sainte-Julie area.

Bureau DE Credit

Bureau DE Credit

(23)
  • Debt
  • Service
  • Financial
“His suggestions and explanations greatly helped me make an informed decision on my possible personal loan that I am considering taking out without affecting my credit file..”
Serving Sainte-Julie Area
i
Izapro

Izapro

(1)
“Very good service”
Licensed
In Business Since 2011
1139 Rue Sainte-Hélène Suite: 101, Longueuil, QC J4K 3S3
i
G1 Plan Services Financiers

G1 Plan Services Financiers

(1)
“Lets Go!”
In Business Since 2012
Serving Sainte-Julie Area
i
Le Groupe Green

Le Groupe Green

(1)
Employee Benefit Planning, Corporate Advisory Services, Strategic Philanthropy
“Ask for Warren Lee and he will help you with your financial and investment situation.”
Family Business
In Business Since 1999
Serving Sainte-Julie Area
i
Gestion Phocus

Gestion Phocus

(1)
Assurance Entreprise, Assurance Particuliers, Épargne et Placements
“Excellent service!”
In Business Since 2007
294 Rue Sainte-Anne, Varennes, QC J3X 1R7
i
Services Financiers Beauchamp

Services Financiers Beauchamp

“Si vous n'avez pas encore d'assurance collective, nous pouvons explorer avec vous les différentes possibilités en fonction de vos objectifs et de votre budget. Si vous êtes déjà couvert, nous analyserons votre programme de couverture afin de s'assure...”
In Business Since 2015
83 Rue Turgeon #301, Sainte-Thérèse, QC J7E 3H7
i
BL Expert

BL Expert

“BL EXPERT refers to its founder, Bruno Legrand, former partner and expert analyst consultant at BBSP research. Bruno Legrand spent more than 20 years accumulating knowledge in the field of financial technical analysis, forecasting global markets and ...”
In Business Since 2014
Serving Sainte-Julie Area
i
Services Financiers Marcel Thibault

Services Financiers Marcel Thibault

Investissement, Gestion DE Patrimoine, Assurance
“Souvent méconnus ou mécompris, les produits d'assurance peuvent jouer divers rôles. Le professionnel financier du Cabinet de services financiers Marcel Thibault est au fait des meilleurs produits sur le marché et peut vous aider à déterminer vos beso...”
Rue Jolibois, Sainte-Julienne, QC J0K 2T0
i
Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

(3)
Estate and Insurance Planning, Tax Planning, Corporate 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
i
Elan Accounting Services

Elan Accounting Services

(49)
Non-Residence Filing, Uber & Taxi Driver Income Tax Return, Income Tax Return
“It was my first experience colaborating with Elan accounting services and they helped me alot, however I had some confusion regarding filling and then sending my tax return forms.”
Transparent Fees & Pricing
3285 Boul Cavendish Suit 360, Montréal, QC H4B 2L9
i
Sekure Payment Experts

Sekure Payment Experts

(46)
“We are a small non-profit organization, and we recently switched merchant processors and servicers and Neville has helped me with all the snags that have happened along the way.”
Transparent Fees & Pricing
In Business Since 2012
Remote Consultations Available
3 Place Ville Marie #200, Montréal, QC H3B
i
Émergence Cabinet de Services Financiers Inc.

Émergence Cabinet de Services Financiers Inc.

(46)
  • Cover
  • Professionalism
“I'm not personally comfortable with investments and money in general, but my brother Keven took the time to explain and guide me through the different options available to me.”
3444 Pl. Joseph-N. Drapeau A2, Montréal, QC H1X 3J1
i
Rothenberg Wealth Management

Rothenberg Wealth Management

(47)
  • Team
  • Knowledge
  • Mom
“I'm very satisfied with the services that I have received to date and will continue to recommend Rothenberg and Rothenberg and Miss Patel to both to family and friends.”
Transparent Fees & Pricing
Serving Sainte-Julie Area
i
Pauls & Associates

Pauls & Associates

(44)
  • Price
  • Income Tax
  • Review
“I highly recommend their accounting services, I have been doing business with them for several years and I have managed to save a lot of time and money by entrusting them with my taxes.”
In Business Since 2012
5465 Chem. Queen Mary #485, Montréal, QC H3X 1V5
i
Services Financiers Avie Financial Services

Services Financiers Avie Financial Services

(40)
  • Questions
  • House
  • Mortgage
“She helped me throughout the whole mortgage application process, she always works in her customer's interest to find the best deal on the market, it is really a pleasure to work with Aliona.”
1080 Beaver Hall Hl #002, Montreal, Quebec H2Z 1S8
i
Reei.ca

Reei.ca

(39)
  • Merger
  • Disabled
  • Explanation
“We were supported, advised, reassured and accompanied with kindness and professionalism in this administrative maze which causes too many parents to abandon the steps (or never take them!”
4 Pl. Ville-Marie #300, Montréal, QC H3B
i
Stratéginc Groupe Financier

Stratéginc Groupe Financier

(38)
  • Team
  • Monetary Investment
  • Popular Science
“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.”
In Business Since 2011
630 Bd Clairevue O bureau 103, Saint-Bruno-de-Montarville, QC J3V 6B4
i
TÙS Gestion de Patrimoine

TÙS Gestion de Patrimoine

(32)
Solutions D'assurances, Solutions Financières
“Regardless of your initial knowledge in portfolio optimization, TÙS Gestion de Patrimoine will be able to serve you professionally by meeting your consumer needs.”
In Business Since 2021
Serving Sainte-Julie Area
i
Mathieu Marcil, Pl.fin.

Mathieu Marcil, Pl.fin.

(30)
Planification Financière, Tarification, Planification Pour Entreprises
“He was not only interested in the professional side, but also on the personal level to be sure to give me a personalized service that meets my needs and those of my family.”
In Business Since 2019
100 Lansdowne, suite 207, Saint-Bruno-de-Montarville, QC J3V 0B3
i
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 Sainte-Julie Area
i
Rivard

Rivard

(36)
  • Monetary Investment
  • Service
  • Team
“After several years of investing with a virtual bank with reduced management fees, I was disillusioned by the impersonal, difficult to access and "one size fits all" customer service!”
In Business Since 2020
792 Rue Saint-Louis #108, Terrebonne, Quebec J6W 1J8
i
DV Consultation S.e.n.c.r.l

DV Consultation S.e.n.c.r.l

(28)
Modélisation, Évaluation D'entreprises, Plan D'affaires et Budget
“I will indeed be using his services to assess valuation once my company grows enough and I've started taking a salary.”
In Business Since 2015
1040 Rue du Lux suite 410, Brossard, QC J4Y
i
AEC Financial Group - National Bank Financial

AEC Financial Group - National Bank Financial

(21)
  • Professional
  • Team
  • Finances
“Professional team that not only takes the time to listen to your financial needs but goes above and beyond to make sure you are truly part of the decision making process!”
Place Ville Marie, Suite 1700, Montreal, Quebec H3B 2C1
i
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
i

Retirement Planning and Investment Management Services in Sainte-Julie, QC Cost Estimates

Minimum cost
$1214
Maximum cost
$10317
National Average
$3642
Avg Per Hour Rates
$365
$2428
$6676
Average price range is based on 522 cost profiles
Click to copy
Successfully copied!
Average Cost $3642
Minimum cost $1214
Maximum cost $10317
Avg Per Hour Rates $365

Average range $2428 to $6676 is based on 522 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top