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Adamitz Financial Solutions

(6)

Life Insurance
Family
Confident

“As a result, I cancelled my current policy, and re wrote a life policy with her for the coverages I actually required, for a more competitive price, and options to add on in the future.”

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Northern Asset Management

(2)

“Derek helped with educating me about the importance of saving for my goals and how he can help.”

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Rothe Wealth Management Manulife Wealth

“Manulife Wealth Inc. is an indirectly, wholly-owned subsidiary of Manulife Financial Corporation (MFC). MFC owns The Manufacturers Life Insurance Company (MLI), a financial services organization offering a diverse range of life and health insurance p...”

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Cornerstone Insurance Brokers

(50)

Print a Pink Card, Submit a Claim

“My original broker unfortunately let my case fall through the cracks and I was left unable to drive my vehicle for over 2 weeks waiting for her to get my insurance renewed!”

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Money Mentors Edmonton

(49)

Management
Financial Literacy
Learned

“I am lucky to attend Linda's presentation today, it was wonderfully presented full of important information and I learned a lot about money, banking and interest...”

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Capital Edge Financial Planning

(36)

Investment Planning, Insurance, Employee Group Benefits

“Being with him for 12 years, he has helped us from options that best suited our tight budgets to guidance on suitable investments for our growing portfolio.”

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Red Willow Wealth Management

(26)

Strategies
Understanding
Future

“Someone that would call when there are changes in the market, someone that would have a better understanding of how to maximize returns through multiple investment vehicles”

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Caskey & Company

(23)

Reviews, Audits, Compilations

“She is also very knowledgeable and knows what she is doing which lets me rest easy knowing that the accounting side of my business is being taken care of.”

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Clarity Wealth Counsel

(9)

Business Owners, Cash Flow, Tax

“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.”

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Goth & Company

(6)

“A friendly voice answering the phone, combined with knowledgeable staff making themselves available to answer questions and schedule appointments leads to a great experience.”

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Statera Financial Planners

(2)

Family, Business Owners, Wealth

“Have been consulting with Romana for quite a number of years and with Rita's contributions every question, concern have been dealt with as concise, accurate and timely as anyone could ask for.”

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Silver Maple Financial - IPC Investment Corporation

(10)

Goals

“Using sound financial principles, with great insight from his mentors, will help you achieve your goals, both in a professional manner and with a smile!”

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Nobrega Financial

(6)

Insurance, Investments, Business Planning

“If you have questions or are looking for a team to support you with your financial goals, I highly recommend this team and specifically Kurtis Schultz.”

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Evergreen Wealth Advisory

(9)

Crystal

“Matthew Hammond provided clear, straightforward advice and had first-rate communication; he helped me feel confident that I was making good decisions with my money.”

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The Financial Strategist

(1)

Home/Auto/Commercial/Pet Insurance, Retirement Planning, Retirement Strategies

“I recommend them for your life insurance or any other insurance needs”

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Donnelly & Co.

(14)

Cross-Border Tax, Taxation, Assurance and Accounting

“He walked me through the process with great patience, answering all my questions in detail so that I could provide the information needed to submit to CRA.”

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Lindsay Financial Solutions

(7)

Team
Clay

“Clay Lindsay is a caring and knowledgeable professional, both qualities are required to help people such as myself create a full financial plan for retirement.”

Featured

Here are some back-to-school saving tips to help you and your little ones make the most of your budget! - Create a budget: Determine how much you can afford to spend on back-to-school expenses. Take into account all the necessary items such as school supplies, clothing, and extracurricular activities. - Make a list and stick to it: Before you start shopping, create a detailed list of the items your child truly needs. - Inventory and reuse: You may find that some items can be reused or repurposed, saving you money on unnecessary purchases. The key to successful back-to-school savings is planning, being resourceful, and making informed choices! #stalbert #stalbertliving #backtoschool #backtouniversity #moneytips...

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Everlife Wealth Management

(2)

Tax Services, Insurance Protection, Estate Management

“They are always a pleasure to deal with :-)”

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Metro Financial Planning

(2)

Corporate Planning, Personal Financial Products, Educating Clients

“He's knowledgeable and passes that knowledge on to his clients and makes sure that you completely understand what you're doing and how you're money can work better for you.”

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Shelemey Insurance Consultants

(5)

“I've been a client with Shelemey Financial for just about one year now and I want to say that after working with Steffan remotely (I'm out of area), I am exceedingly grateful and pleased with his diligence, his courtesy and his counsel.”

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Dean Financial

(1)

Myhsa, Travel Insurance, Willful

“Not only is she extremely knowledgeable (and it shows in the prep she does before meetings), but she's also extremely compassionate, warm and kind.”

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Harmony Financial Services

(1)

Financial Solutions, Wealth Management, Insurance Solutions

“) and that she checks to see what is currently happening in my life, and what my future plans are.”

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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.”

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Dan Houcher Financial

(14)

Family
Insurance

“A critical insurance plan where all of the money I put into it, both corporate and personal, would be returned to me at the age of 65 if I didn't have a critical incident by then.”

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Average Cost	$3653
Minimum cost	$1218
Maximum cost	$10349
Avg Per Hour Rates	$366

Best Financial Advisors in Spruce Grove, AB

The highest-rated Financial Planning & Wealth Management companies out of 60 vetted & reviewed in the Spruce Grove area.

Adamitz Financial Solutions

Northern Asset Management

Rothe Wealth Management Manulife Wealth

Cornerstone Insurance Brokers

Money Mentors Edmonton

Capital Edge Financial Planning

Red Willow Wealth Management

Caskey & Company

Clarity Wealth Counsel

Goth & Company

Statera Financial Planners

Silver Maple Financial - IPC Investment Corporation

Nobrega Financial

Evergreen Wealth Advisory

The Financial Strategist

Donnelly & Co.

Lindsay Financial Solutions

Everlife Wealth Management

Metro Financial Planning

Shelemey Insurance Consultants

Dean Financial

Harmony Financial Services

T.C. Wealth & Planning Corp.

Dan Houcher Financial

Retirement Planning and Investment Management Services in Spruce Grove, AB Cost Estimates

Why these companies made our list

Wealth Management Advisors near Spruce Grove

Popular in Spruce Grove