View Profile

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!”

i

View Profile

Sunesis Financial CFP | Edmonton Financial Advisor

(18)

Retirement
Plan
Investments

“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...”

i

View Profile

IPC Securities Corporation - Russ Elford

i

View Profile

Fusion Financial Management

i

View Profile

Edmonton Wealth Management Group

i

View Profile

Moneta Financial Planning

i

The 24 firms listed for Sherwood Park, AB offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.

Area overview: Sherwood Park, AB

9 of the 24 firms we list are based in Sherwood Park; the other 15 serve Sherwood Park from Edmonton, Acheson and Lancaster Park. 19 of the firms on this page have a rating, from 4.0 to 5.0 across 1,087 reviews; 4 have 50 or more reviews and 16 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (78%) and quality (65%). The topics that come up most in reviews of the firms on this page are "expertise" and "knowledge". 3 are open on Saturdays. The services the firms on this page list most often on their websites are financial planning (5), insurance (2), retirement planning (2) and tax planning (2). 1 shows a licence on its website. 8 have ten or more years of experience, the longest 26 years. 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 22 of the firms on this page; 19 publish a contact page; 17 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do any financial advisers listed for Sherwood Park offer a free first meeting?

3 of the 24 firms listed here offer a free introductory meeting. Expect a conversation about your situation, the firm's approach and its compensation, rather than recommendations. Bring your statements anyway, since it makes the discussion concrete.

View Profile

Ventures North Financial Group

i

View Profile

Burgett Financial Services

i

View Profile

Sisip Financial

i

View Profile

Kurylo Insurance Services

i

View Profile

Trentini Financial

i

View Profile

Voyage Financial Services

(50)

Visa
Parents
Information

“They gave us so many choices to choose from for the best insurance policy for our parents, and also, dhaval bhai explained to us each little thing that we should know about choosing the right policy for our parents.”

i

View Profile

Money Mentors Edmonton

(49)

Debt
Information
Passionate

“Hi my name miski I come from Somalia linda come to visit she teach me how to save the money for children inthe future Also she is nice person I like how to teach her after she teach me how to save money in my future.”

i

View Profile

Capital Edge Financial Planning

(42)

Team
Company
Life Insurance

“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.”

i

View Profile

World Financial Group

(47)

Understand
Plan
Questions

“He explained everything thoroughly and went over things in detail so that I had all the information I needed to help me make decisions for the type of insurance that best suited my needs.”

i

View Profile

McGuire Financial Group

(41)

Learning
Educational
Questions

“She clearly explained to me the several different options that I had and how each one would affect me in the long run, the whole while making me feel like I wasn't being judged for my poor choices and that there was indeed a light at the end of the t...”

i

View Profile

KWB Accountants & Advisors

(26)

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.”

i

View Profile

Blackburn Davis Financial

(26)

Feel
Goals
Future

“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.”

i

View Profile

Statera Financial Planners

(14)

Team
Advice
Questions

“I highly recommend Statera to anyone looking for financial planners who put their clients' interests first by listening closely, developing a well-considered plan and discussing it fully to ensure it's the right strategy.”

i

View Profile

High Level Wealth Management

(13)

Decisions
Future
Tax

“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...”

i

View Profile

Yourwealth Advisory / iA Private Wealth

(21)

Portfolio
Decisions
Family

“Jawad and his team for over 10 years (I wish I could have met him sooner) and from the start I have been so impressed with his dedication to providing proactive financial planning advise and a sound investment strategy.”

i

View Profile

Gold Investment Management

(15)

Portfolio
Professional
Money

“With the many years that I have been working to improve my financial situation using various investment companies, I have found that GIM is the best I have come across.”

i

View Profile

Bespoke Book

(7)

“Their attention to detail and clear communication ensured that everything was handled perfectly.”

i

View Profile

Grow Your Wealth Financial Planning

(23)

Goals
Family
Questions

“Very pleased with the services I've received - Shyam is extremely knowledgeable, well-organized, and good at generating different scenarios according to clients' financial priorities.”

i

Average Cost	$3000
Minimum cost	$1000
Maximum cost	$8500
Avg Per Hour Rates	$300

Best Financial Advisors in Sherwood Park, AB

Advico

Sunesis Financial CFP | Edmonton Financial Advisor

IPC Securities Corporation - Russ Elford

Fusion Financial Management

Edmonton Wealth Management Group

Moneta Financial Planning

Area overview: Sherwood Park, AB

Ventures North Financial Group

Burgett Financial Services

Sisip Financial

Kurylo Insurance Services

Trentini Financial

Voyage Financial Services

Money Mentors Edmonton

Capital Edge Financial Planning

World Financial Group

McGuire Financial Group

KWB Accountants & Advisors

Blackburn Davis Financial

Statera Financial Planners

High Level Wealth Management

Yourwealth Advisory / iA Private Wealth

Gold Investment Management

Bespoke Book

Grow Your Wealth Financial Planning

Retirement Planning and Investment Management Services in Sherwood Park, AB Cost Estimates

Why these companies made our list

More Financial Advisors in Alberta

Popular in Sherwood Park

Tools: Financial Advisors