Stoney Creek, ON

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Stoney Creek, ON
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Best Financial Advisors in Stoney Creek, ON

The highest-rated Financial Planning & Wealth Management companies out of 65 vetted & reviewed in the Stoney Creek area.

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Rochon & Associates - Pro-Active Bookkeeping

Rochon & Associates - Pro-Active Bookkeeping

(38)
  • Work
  • Payroll
  • Efficient
“They are professional, efficient and are there to not only run your bookkeeping and accounting needs but also to teach you the theory and educate you about what's happening financially in your business.”
Family Business
In Business Since 2017
360 Highland Rd W, Stoney Creek, ON L8J 3W3
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The Accounting Place

The Accounting Place

(15)
Accounting, Corporate Tax, Personal Tax
“They are professional, responsive, good value for your money, but more than that they give you that personal touch that very few businesses do these days, I would highly recommend them for all your tax needs.”
115 Hwy 8 Unit 204, Stoney Creek, ON L8G 1C1
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Coombs & Lutz

Coombs & Lutz

(4)
Wills and Estate, Business Law, Real Estate
“In my search for legal consultation, Coombs & Lutz were the only firm that physically answered the phone.”
Offers Financing Options
6 Lake Ave S, Stoney Creek, ON L8G 1P3
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Westdale Financial Services

Westdale Financial Services

(1)
Investment Funds, Severance & Pension Transfers, Risk Management and Insurance
“Steve takes his time explaining things and helps you work on your financial goals in small bites.”
In Business Since 2013
8 Grandview Ave, Stoney Creek, ON L8E 5A5
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McGill Wealth – Manulife Securities

McGill Wealth – Manulife Securities

(1)
Discretionary Portfolio Management, Medical Professionals, Asset Management
“Matt McGill is 100% professional in his approach to financial consulting.”
275 Hanlon Creek Boulevard Suite 1, Guelph, ON N1C 0A1
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David Cotton - Cotton Acuity Financial

David Cotton - Cotton Acuity Financial

(3)
  • Questions
  • Sound
“David is very informative, quickly responds to questions, transparent-honest and such a down to earth person-very easy to talk with and non judgemental.”
In Business Since 2019
22 Leslie Dr, Stoney Creek, ON L8G 2R1
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Compass Private Wealth

Compass Private Wealth

(1)
“Amazing company!!!!”
In Business Since 2013
501 Hanlon Creek Boulevard, Guelph, ON N1C 0A1
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Truvision Financial Services

Truvision Financial Services

(1)
“Have been with Steve Scott for many years.”
In Business Since 2006
237 Barton St, Stoney Creek, ON L8E 2K4
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Royal City Investment Corporation

Royal City Investment Corporation

197 Hanlon Creek Boulevard #102, Guelph, ON N1C 1C1
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Robert Floris & Sean Howard : Mortgage Architects

Robert Floris & Sean Howard : Mortgage Architects

(50)
  • Confident
  • Educated
  • Calls
“Rob educated me on the numerous options available to me and, with the best interest of my family situation in mind, guided me in selecting the mortgage that ideally suited my financial needs including the lowest rates, money for improvements, and a m...”
Emergency Services
Transparent Fees & Pricing
In Business Since 2006
236 Pritchard Rd, Hamilton, ON L8W 3P7
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LGC Smithers

LGC Smithers

(49)
  • Questions
  • Tax Returns
  • Financial
“Our family has been with Larry Smithers for four years and without hesitation, I would happily recommend him to anyone who is looking for professional service, a warm personal individual (and staff) and most importantly, peace of mind.”
Free Initial Consultation
In Business Since 2001
Serving Stoney Creek Area
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Kingsman Associates

Kingsman Associates

(37)
Accounting, Financial Advisory, Business Advisory
“Excellent”
Serving Stoney Creek Area
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Tammy M. Alpe Professional Corporation

Tammy M. Alpe Professional Corporation

(26)
Personal AND Corporate TAX Compliance, Bookkeeping Payroll Services & Sales TAX Compliance, Business AND Advisory Services
“Tammy has been a reliable accountant and I have confidence in her skills, always trying to make my Income Tax precise, and making sure I am taking advantage of all government rules, and benefits.”
460 Brant St Unit 11, Burlington, ON L7R 4B6
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Igneski Financial

Igneski Financial

(29)
  • Questions
  • Team
  • Options
“Louie not only knows how to look after your money now, he is always scoping the environment and future developments to ensure your investments are on the right track for the future.”
In Business Since 2006
Serving Stoney Creek Area
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Degraaf Financial Strategies

Degraaf Financial Strategies

(21)
  • Team
“Not only have my investments profited substantially over this past year, but every inquiry I have had has been met by an immediate response from both Leony and Laura.”
In Business Since 2003
769 Old York Rd, Burlington, ON L7P 4X8
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Homebrook Financial Group

Homebrook Financial Group

(29)
Extended Service Contracts, Insurance
“We found both businesses very professional and we had a lot of laughs with Jeff, Margo, Melanie and Jessica and I have to mention Doug from Homebrook, who came to our home to finalize everything, whatta guy, he's welcome in our home anytime.”
Offers Financing Options
Serving Stoney Creek Area
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Reid Financial Strategies

Reid Financial Strategies

(13)
US Tax Preparation, Retirement Planning, Financial Planning
“Mason and his incredible assistant Debbie have 110% improved our lives for the better and we finally feel confident moving into a fresh new year supported by consummate professionals who are truly invested in their clientele.”
In Business Since 2018
Serving Stoney Creek Area
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Safeguard Insurance and Financial Services

Safeguard Insurance and Financial Services

(9)
Business, Insurance Planning, Life Stages
“Gaston took care of our family's life policies and has introduced us to investment options that have really made the difference in planning for our financial future.”
Transparent Fees & Pricing
In Business Since 2013
1522 Main St E #1, Hamilton, ON L8K
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Scan Global Holdings

Scan Global Holdings

(16)
  • Professional
  • Business
  • Accounting
“I"m a proud customer of Scan Consulting Group for about a year and continue to be due to their outstanding service and their very personalized approach.”
3485 Rebecca St Unit 208, Oakville, ON L6L 0H4
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Ben Jacobs, MA, Financial Advisor

Ben Jacobs, MA, Financial Advisor

(12)
  • Investments
  • Insurance
  • Business
“I had the pleasure in speaking with Ben and it is clear education is the root of his practice and solution orientated procedures when it comes to addressing both insurance and finance.”
In Business Since 2018
3153 Walkers Line B, Burlington, ON L7M
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Wescan Accountant Professional

Wescan Accountant Professional

(8)
Corporate Tax Return Services, Tax and Financial Planning, Trust & Estate Tax Return
“Balvinder has been our family accountant for over two decades, and his expertise in corporation taxes, family taxes, and tax planning is unmatched.”
845 Upper James St #200, Hamilton, ON L9C 3A3
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Maduri Financial Group

Maduri Financial Group

(4)
For Businesses, For Individuals, Overview
“Extremely professional, responsive, with the ability to provide a full financial plan inclusive of budgeting, life insurance, retirement and tax planning, investment accounts, and everything in between.”
Offers Financing Options
In Business Since 2017
5575 N Service Rd #500, Burlington, ON L7L 6M1
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Dean Paley, Cpa, CGA

Dean Paley, Cpa, CGA

(7)
Tax Services, Additional Business Services, Financial Planning
“Highly recommend working with Dean - highly responsive and client-centred, extremely knowledge, will go the extra mile to meet all of your accounting needs.”
In Business Since 2009
1455 Lakeshore Rd., Burlington, ON L7S 2J1
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Hudson Wealth and Trust Planning Group

Hudson Wealth and Trust Planning Group

(3)
“Granted, I lacked experience in those specific realms of finance back in 2015 but the passage of time has proven his recommendations on all fronts to be infallible”
Free Initial Consultation
Transparent Fees & Pricing
120 Adelaide St W Suite #2500, Toronto, ON M5H 1T1
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Retirement Planning and Investment Management Services in Stoney Creek, ON Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Average price range is based on 365 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 365 cost profiles.

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Wealth Management Advisors near Stoney Creek

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