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

(33)
  • Home
  • Patient
  • Rate
“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
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Frederick & Company

Frederick & Company

(32)
  • Team
  • Understanding
  • Meeting
“She was non judgmental, very informative and helped me figure out the best option for my circumstances, not by telling me what she thought was best, but by giving me as much information as possible for me to make my own informed decision.”
201 Kaska Rd #63, Sherwood Park, AB T8A 2J6
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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
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Sunesis Financial CFP | Edmonton Financial Advisor

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...”
In Business Since 2017
Westana Square, 52 Sioux Rd #220, Sherwood Park, AB T8A 4X1
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Broadmoor Accounting & Financials

Broadmoor Accounting & Financials

(10)
Financial Statement Preparation, Business Payroll, Bookkeeping Services
“With attention to detail and proactive support, they ensure accuracy and efficiency in handling financial affairs.”
In Business Since 2024
12 Blackfoot Rd #6, Sherwood Park, AB T8A 4P4
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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
10 Chippewa Rd #208, 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...”
160 Broadway Blvd #224, Sherwood Park, AB T8H 2A3
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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
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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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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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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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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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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
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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.”
363 Sioux Rd #152, Sherwood Park, AB T8A 4W7
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HT & Associates

HT & Associates

(29)
Bookkeeping, Corporate Tax Returns, Accounting & Assurance
“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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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
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Goth & Company

Goth & Company

(50)
  • Questions
  • Informative
  • Understanding
“I needed to getting a consumer proposal made so I could deal with my debt that I couldn't resolve on my own They were super helpful to me with my financial situation they been a lifesaver for me I appreciate them very much and would recommend them to...”
Free Initial Consultation
In Business Since 2010
6836 104 St NW, Edmonton, AB T6H 2L6
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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
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NJ Tax & Accounting

NJ Tax & Accounting

(48)
Business Registration, Gst/ Hst, PST Returns, Payroll Services
“My experience having NJ TAX handle all my taxes/bookkeeping/payroll for 3 years now has been nothing but clear communication, efficiency ,reliable and professionalism.”
In Business Since 2021
3209a 97 St NW, Edmonton, AB T6N 1B7
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Voyage Financial Services

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.”
9258 34a Ave NW Unit 203, Edmonton, AB T6E 5P2
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Money Mentors Edmonton

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.”
17010 103 Ave NW #175, Edmonton, AB T5S 1K7
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Capital Edge Financial Planning

Capital Edge Financial Planning

(42)
Investment Planning, Employee Group Benefits, 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.”
21143 48 Ave NW, Edmonton, AB T6M 0G2
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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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