Best Financial Advisors in Sarnia, ON

The highest-rated Financial Planning & Wealth Management companies out of 43 vetted & reviewed in the Sarnia area.

Pedlar Financial - Sterling Mutuals

Pedlar Financial - Sterling Mutuals

(17)
  • Market
  • Investing
“As a young professional and new to investing he carefully helped me understand my options and made what seemed like a daunting task very comfortable and informative.”
In Business Since 2021
Transparent Fees & Pricing
443 Exmouth St Unit 5, Sarnia, ON N7T 5P2
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Slater Wealth Management

Slater Wealth Management

(5)
“It has been such a blessing to have everything under one roof while knowing our best interests are always priority.”
In Business Since 2011
1360-B L'Heritage Dr, Sarnia, ON N7S 6H8
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Plater Financial

Plater Financial

“We would like to thanks Janet for her many years of dedication andfirst class service to our clients, andwish her all the best as she enjoys her well earned retirement.”
In Business Since 2005
Transparent Fees & Pricing
265 Front St N Suite 506, Sarnia, ON N7T 7X1
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Lambton Accounting Services

Lambton Accounting Services

(2)
“I got very satisfied because employees are knowledgeable provided me a quick, great and affordable service.”
In Business Since 2021
420 East Street N #12, Sarnia, ON N7T 6Y5
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Craievich Financial Services

Craievich Financial Services

“When my wife and I first met David Craievich over 10 years ago we were talking about our debt loads, our financial future and just beginning to piece together a plan for our retirement. David and the team at Craievich Financial Services provided us w...”
In Business Since 2007
133 Kendall St, Sarnia, ON N7V 4G6
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Tallkirk Financial Group

Tallkirk Financial Group

(10)
  • Family
“Has always had a positive, no pressure approach to finding out what investment strategy and risk tolerance works for my family and going about the best route with a non-biased professional opinion.”
In Business Since 2019
1070 Capri St, Sarnia, ON N7S 1Z9
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Optimize Wealth Management

Optimize Wealth Management

Will & Estate Planning, Loans & Mortgages, Insurance
“We are the next generation in premier wealth management. We judge our success and value based on how well your financial goals are achieved, not ours, which is clearly shown below by our growth just last year. We provide our clients with personalized...”
In Business Since 2000
2109 London Line Unit D, Sarnia, ON N7T 7H2
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DNA Financial Logistics

DNA Financial Logistics

(3)
“Do my taxes every year.”
239 Ontario St, Sarnia, ON N7T 1L6
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Selectpath Benefits & Financial

Selectpath Benefits & Financial

“Every client conversation begins with the same question - where are you now and where do you want to be? When you can clearly articulate your goals, building a path to get there becomes easy. We've been in business over 25 years and have the expert t...”
In Business Since 2000
429 Exmouth St, Sarnia, ON N7T 5P1
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Assante Capital Management

Assante Capital Management

137 Kendall St, Sarnia, ON N7V 4G6
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IPC Investment Corporation - Josta Greenwood

IPC Investment Corporation - Josta Greenwood

Succession Planning, Tax Preparation, Pension & Severance Consulting
“Planning is personal. We provide different levels of service that you can choose from – so you get what's most effective for you. We will help you find your preferred approach – whether you want to plan for a specific target goal, comprehensive wealt...”
In Business Since 2005
Transparent Fees & Pricing
555 Murphy Rd, Sarnia, ON N7S 5B6
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Tim l'Heureux Financial Consulting

Tim l'Heureux Financial Consulting

In Business Since 2002
1315 Michigan Av, Sarnia, ON N7S 4M6
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Father & Son Financial

Father & Son Financial

(6)
“Steve Steinman, as our financial advisor, is very knowledgeable, as well as professional, and responsive to any questions we have had with regard to our financial portfolio.”
In Business Since 2018
Serving Sarnia Area
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Don Carey Financial

Don Carey Financial

(6)
“On a personnel level, he is professional, knowledgeable at all times, and is always a phone call away when needed.”
In Business Since 2020
Serving Sarnia Area
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Kellett Financial & Ins Svc

Kellett Financial & Ins Svc

Mortgage Insurance, Wealth Management, Financial Planning
“We would like to share a little bit about our Company and ourselves. We are a second generation family business that has been in practice since 1957, we are a full service financial planning firm, with our speciality being our extensive experience in...”
In Business Since 2004
Family Business
Serving Sarnia Area
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Choice Wealth Management

Choice Wealth Management

(30)
  • Future
  • Understand
  • Investment
“I went into Choice Wealth Management with my yearly financial plan to see if there was better ways I could be saving and investing than I had planned myself.”
In Business Since 2020
420 Carrie St, Strathroy, ON N7G 3E2
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Flagstone Financial Group

Flagstone Financial Group

(2)
“Very thorough with all aspects of Investments, Tax Returns, Life Insurance and any other questions we might have and always with a smile on their face or in their voices.”
In Business Since 2004
88 Metcalfe St E, Strathroy, ON N7G 1P1
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Masterpiece Financial

Masterpiece Financial

(19)
  • Sound
  • Team
  • Investor
“I also appreciate his accessible, authentic and personal approach that makes me feel like not just a client, but a part of the Masterpiece Financial family.”
101 Metcalfe St E, Strathroy, ON N7G 1P4
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Tim Earley Financial Services

Tim Earley Financial Services

“It starts with a plan, but more importantly it starts with listening to client's needs, understanding clients wants, dreams, and what matters most to them. I am committed to providing you the best level of care and support ensuring a clear, straightf...”
In Business Since 2018
82 Kemp Cres, Strathroy, ON N7G 0G3
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Stan Wealth Group

Stan Wealth Group

(1)
“With the knowledge and advice I was given my RRSP's have been preforming better than ever.”
Serving Sarnia Area
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Toma Accounting

Toma Accounting

(30)
  • Future
  • Financial
  • Questions
“Stephen & Toma Accounting have been handling my partner and I's personal and small business taxes for several years now; they always provide fast accurate service and maximize our tax savings.”
In Business Since 2022
Serving Sarnia Area
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Daniel E. Loney, Cpa, CA

Daniel E. Loney, Cpa, CA

(1)
Financial Planning, Corporate & Small Business, Personal Tax
“The only part that was a bit complicated was the parking space but that can definitely be ignored thanks to all the other benefits provided”
Remote Consultations Available
In Business Since 2001
Offers Financing Options
192 St Clair St, Chatham, ON N7L 3J6
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Optimize Wealth Management

Optimize Wealth Management

Will & Estate Planning, Loans & Mortgages, Insurance
“We are the next generation in premier wealth management. We judge our success and value based on how well your financial goals are achieved, not ours, which is clearly shown below by our growth just last year. We provide our clients with personalized...”
In Business Since 2000
403 Queen St #3, Chatham, ON N7M 2H8
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Balance Wealth Management Group

Balance Wealth Management Group

(1)
“Balance Wealth provided me with a life insurance policy to secure my business acquisition financing.”
In Business Since 2016
101 Keil Dr S Unit 4, Chatham, ON N7M 3H2
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Retirement Planning and Investment Management Services in Sarnia, ON Cost Estimates

Minimum cost
$1232
Maximum cost
$10468
National Average
$3695
Avg Per Hour Rates
$370
$2463
$6774
Typical price range is based on 521 cost profiles
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Average Cost $3695
Minimum cost $1232
Maximum cost $10468
Avg Per Hour Rates $370

Typical range $2463 to $6774 is based on 521 cost profiles.

Why these companies made our list

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