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.

Mortgages by Christine M

Mortgages by Christine M

(29)
  • Rate
  • Emails
  • Patient
“And again, Thank you Christine for all the hard work you did and the late nights spent over the phone sorting the logistics out as my partner and I are now first time home buyers!”
Free Initial Consultation
849 Premier Way #310, Sherwood Park, AB T8H 0V2
i
Frederick & Company

Frederick & Company

(29)
  • Team
  • Understanding
  • 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.”
201 Kaska Rd #63, Sherwood Park, AB T8A 2J6
i
Advico

Advico

(26)
  • 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!”
2004 Sherwood Dr, Sherwood Park, AB T8A 0Z1
i
Sunesis Financial CFP | Edmonton Financial Advisor

Sunesis Financial CFP | Edmonton Financial Advisor

(17)
  • Investments
  • Retirement
  • Plan
“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 #220, Sherwood Park, AB T8A 4X1
i
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
10 Chippewa Rd #208, Sherwood Park, AB T8A 3Y1
i
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...”
160 Broadway Blvd #224, Sherwood Park, AB T8H 2A3
i
Authentic CFO Solutions

Authentic CFO Solutions

(1)
“He quickly learned about our operations and helped us formalize our monthly financial reporting and key performance indicators (KPI's).”
In Business Since 2023
206 Pembina Rd, Sherwood Park, AB T8H 0L8
i
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
i
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
i
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
i
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
i
Ventures North Financial Group

Ventures North Financial Group

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

Sisip Financial

Serving Sherwood Park Area
i
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.”
363 Sioux Rd #152, Sherwood Park, AB T8A 4W7
i
Trentini Financial

Trentini Financial

“Most every business owner has a lawyer, accountant, financial advisor and insurance advisor. However, as we go through our holistic approach to planning, without exception we uncover what would result in “unintended results.” The transactions individ...”
In Business Since 2021
Serving Sherwood Park Area
i
Red Willow Wealth Management

Red Willow Wealth Management

(26)
  • Questions
  • Educated
  • Family
“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
i
High Level Wealth Management

High Level Wealth Management

(11)
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
11212 99 Ave, Edmonton, AB T5K 0G8
i
Clarity Wealth Counsel

Clarity Wealth Counsel

(9)
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.”
10 Carleton Dr suite 40a, St. Albert, AB T8N 7L2
i
Muhs Wealth Partners

Muhs Wealth Partners

(5)
“We have transitioned from work into retirement and are looking forward to continuing our relationship with Markus (as well as spending our investments) for many years to come.”
Transparent Fees & Pricing
10180 101 St NW Suite 570, Edmonton, AB T5J 3S4
i
Harpiyar Sandhu Professional Corporation

Harpiyar Sandhu Professional Corporation

(6)
“EXCEPTIONALLY God-gifted individual with respect for old-school dogma while being pragmatic in daily life.”
3132 Parsons Rd NW #213, Edmonton, AB T6N 1L6
i
T.C. Wealth & Planning Corp.

T.C. Wealth & Planning Corp.

(4)
“Kevin Ferreira is someone who has terrific knowledge about current markets, Banking practices, investments, money saving Instruments, retirement and future estate planning.”
44 St Thomas St, St. Albert, AB T8N 6N8
i
Cornerstone Insurance Brokers

Cornerstone Insurance Brokers

(50)
Print a Pink Card, Submit a Claim
“Jim has been FABULOUS at getting me quotes quickly, helping compare even against outside quotes to make sure I have the coverage I need, and is honestly more on top of the details and communucation than I am.”
Free Initial Consultation
Remote Consultations Available
10520 178 St NW #201, Edmonton, AB T5S 2J1
i
Quickfire Mortgage Solutions Team

Quickfire Mortgage Solutions Team

(50)
Pre Approval, First Time Home Buyers, New Home Purchase
“The entire team at Quickfire Mortgage Solutions were great to work with; they were on-top of all details, did their best to get me the best interest rate they could, and answered any and all questions I had.”
In Business Since 2012
10328 81 Ave NW # 100, Edmonton, AB T6E 1X2
i
Money Mentors Edmonton

Money Mentors Edmonton

(49)
  • Debt
  • Information
  • Passionate
“I found her practical, no-nonsense presentation humanely helpful, delivered in a manner I found quite comprehendible and also, given in a way where I could easily find the information applicable to my specific needs.”
17010 103 Ave NW #175, Edmonton, AB T5S 1K7
i

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
Click to copy
Successfully copied!
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

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