Best Financial Advisors in Sherwood Park, AB

The highest-rated Financial Planning & Wealth Management companies out of 62 vetted & reviewed in the Sherwood Park area.

Advico

Advico

(25)
  • Business
  • Solutions
  • Life Insurance
“Kyle brings a wealth of knowledge, and professional experience, which is key to his ability to deliver plans designed around the unique needs of each client he faces, which is why I'll keep referring business his way!”
In Business Since 2007
2004 Sherwood Dr, Sherwood Park, AB T8A 0Z1
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Frederick & Company

Frederick & Company

(19)
  • Team
  • Understand
  • Meeting
“What is even more impressive is that several of the options presented don't involve reimbursement for Frederick and Company / Rebecca, All the options were presented on their own merits, rather than with an eye for making money.”
In Business Since 2014
201 Kaska Rd #63, Sherwood Park, AB T8A 2J6
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Sunesis Financial CFP | Edmonton Financial Advisor

Sunesis Financial CFP | Edmonton Financial Advisor

(19)
  • Investments
  • Retirement
  • Future
“With this, he built a new plan that included achievable annual contributions on my end and supported me through the execution phases of transitioning to a lower fee environment and securing high value private Capital investments that have provided bo...”
In Business Since 2017
Westana Square, 52 Sioux Rd Unit 220, Sherwood Park, AB T8A 4X1
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Kewcorp Financial

Kewcorp Financial

(4)
“This is a family owned business that understands what it takes to become a successful Corporation under the dire Alberta economy.”
Family Business
In Business Since 2002
10 Chippewa Rd, Sherwood Park, AB T8A 3Y1
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IPC Securities Corporation - Russ Elford

IPC Securities Corporation - Russ Elford

Private Wealth
“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 2001
160 Broadway Blvd #224, Sherwood Park, AB T8H 2A3
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Fusion Financial Management

Fusion Financial Management

“We are a full-service financial Advisory Firm. From insurance and investments to group benefits for small businesses, or Investment tax minimization & estate Analysis, we will work with you to develop a financial solution that suits your specific nee...”
In Business Since 2009
363 Sioux Rd #104, Sherwood Park, AB T8A 4W7
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Moneta Financial Planning

Moneta Financial Planning

Insurance, Retirement & Investment Products, Retirement and Investment Plans
“Financial advice is everywhere. Friends, family, the media and even the next door neighbour all have the answers. What is true? What applies to you? How do you know? At Moneta Financial Planning, we strive to empower our clients with these answers. Y...”
In Business Since 2002
150 Chippewa Rd #268, Sherwood Park, AB T8A 6A2
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Edmonton Wealth Management Group

Edmonton Wealth Management Group

“We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about your financial situation, the more likely you are to reach your financial goals, and we're here to help you d...”
Free Initial Consultation
In Business Since 2007
120 Pembina Rd #150A, Sherwood Park, AB T8H 0M2
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Burgett Financial Services

Burgett Financial Services

“Having the ability to custom build a client's plan with the highest quality building blocks that are available to us is critical, as is having a broad scope of unconstrained options and financial strategies.”
In Business Since 2016
150 Chippewa Rd #162, Sherwood Park, AB T8A 6A2
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Ventures North Financial Group

Ventures North Financial Group

120 Portage Close, Sherwood Park, AB T8H 2W2
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Sisip Financial

Sisip Financial

Serving Sherwood Park Area
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Kurylo Insurance Services

Kurylo Insurance Services

“Whether it's Financial Planning, Investments, Insurance Planning or Corporate Business Planning, we will always provide dependable service to address your needs.”
In Business Since 2002
363 Sioux Rd #152, Sherwood Park, AB T8A 4W7
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Red Willow Wealth Management

Red Willow Wealth Management

(25)
  • Investment
  • Family
  • Questions
“I have referred my trusted colleagues in need of a financial plan to them and every time the subject of retirement comes up they mention how confident they feel now that they have a solid strategy in place.”
Free Initial Consultation
In Business Since 2017
44 St Thomas St Unit 10, St. Albert, AB T8N 6N8
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High Level Wealth Management

High Level Wealth Management

(7)
Financial Planning, Tax Returns, Investment Management
“Kent meets you where you are in your financial literacy journey and takes the time explain complex financial concepts and his approach to portfolio management in a very digestible way so that you are empowered to make informed decisions for your inve...”
Transparent Fees & Pricing
In Business Since 2019
11212 99 Ave, Edmonton, AB T5K 0G8
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Yan & Peng Accounting Services & Tax Accountant Edmonton

Yan & Peng Accounting Services & Tax Accountant Edmonton

(8)
Personal Accounting, Corporate Accounting
“I have been using Yan & peng accounting service and his team for the past two years for a few different things, including my annual returns.”
In Business Since 2016
6958 76 Ave NW Suite 204, Edmonton, AB T6B 2R2
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Clarity Wealth Counsel

Clarity Wealth Counsel

(5)
Tax, Charitable Giving, Trust & Estate
“They go the extra mile to put strategies into place that are designed specifically for that client, rather than using a 'one size fits all' plan which would make their job easier but not be as effective for their client.”
In Business Since 2014
10 Carleton Dr suite 40a, St. Albert, AB T8N 7L2
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Harpiyar Sandhu Professional Corporation

Harpiyar Sandhu Professional Corporation

(5)
“EXCEPTIONALLY God-gifted individual with respect for old-school dogma while being pragmatic in daily life.”
In Business Since 2011
3132 Parsons Rd NW #213, Edmonton, AB T6N 1L6
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Cornerstone Insurance Brokers

Cornerstone Insurance Brokers

(29)
Print a Pink Card, Submit a Claim
“We've always been pleased with the services we've received from Cornerstone but Tanya Jaeger regularly goes above and beyond when it comes to providing service.”
Transparent Fees & Pricing
Free Initial Consultation
Remote Consultations Available
In Business Since 2000
10520 178 St NW #201, Edmonton, AB T5S 2J1
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Quickfire Mortgage Solutions Team

Quickfire Mortgage Solutions Team

(30)
Pre Approval, First Time Home Buyers, New Home Purchase
“Although we used our traditional bank instead, Jeremy's attention to detail and professionalism makes him a true partner in the home buying experience and I have no hesitation to recommend him to others.”
In Business Since 2012
10328 81 Ave NW # 100, Edmonton, AB T6E 1X2
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Capital Edge Financial Planning

Capital Edge Financial Planning

(28)
Retirement & Investment, Group Retirement & Savings, Group Benefits
“Not only did he provide solid advice for myself and my partner, he really took the time to learn about our lives and our personal goals and how those things tie in with our financial goals and perspectives on money.”
In Business Since 2009
21143 48 Ave NW, Edmonton, AB T6M 0G2
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KWB Accountants & Advisors

KWB Accountants & Advisors

(23)
  • Questions
  • Knowledge
  • Informative
“The partner and staff accountants we dealt with were very friendly and knowledgable, and they assisted us with preparing our tax filings as well as needed advice for managing our go-forward operations.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2006
9771 54 Ave NW, Edmonton, AB T6E 5J4
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Blackburn Davis Financial

Blackburn Davis Financial

(27)
Estate Planning, Business Planning, Retirement Planning
“I am not very familiar in dealing with any other fininancial organizations, but Blackburn Davis Financial, their staff, and in particular Stephen MacDonald are a sheer pleasure to work with and I would not hesitate at all to recommend them to anyone.”
In Business Since 2008
7345 Roper Rd NW, Edmonton, AB T6E 0W4
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HT & Associates

HT & Associates

(26)
Accounting & Assurance, Corporate Tax Returns, Bookkeeping
“I have used Henry and his staff for our family's taxes as well as our business taxes for the last couple of years and could not ask for a better accountant.”
In Business Since 2018
11129 83 Ave Unit 103, Fort Saskatchewan, AB T8L 3T9
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Money Mentors Edmonton

Money Mentors Edmonton

(28)
  • Passionate
  • Feel
  • Presentation
“I'm beyond excited and honoured to have partnered with Linda to help some youth in the community gain some crucial financial literacy that they would otherwise be without.”
In Business Since 2007
17010 103 Ave NW #175, Edmonton, AB T5S 1K7
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Retirement Planning and Investment Management Services in Sherwood Park, AB Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Average price range is based on 512 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Average range $2000 to $5500 is based on 512 cost profiles.

Why these companies made our list

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