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.

The Accounting Place

The Accounting Place

(15)
Real Wealth Management™, Corporate Tax, Accounting
“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

(2)
Wills and Estate, Business Law, Real Estate
“Bryan Lutz helped direct my claims to the right people”
Offers Financing Options
6 Lake Ave S, Stoney Creek, ON L8G 1P3
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Nadeem Ahmed CGA

Nadeem Ahmed CGA

(4)
Chartered Professional Accountants Of ontario, Corporations Canada, Canada Revenue Agency
“I use their services for my business extremely satisfied highly Recommended.”
In Business Since 2019
297 Hwy 8 Unit 101, Stoney Creek, ON L8G 1E5
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Grenning & Co.

Grenning & Co.

(3)
Bookkeeping, Corporate Tax Services, Payroll
“We highly recommend Fabian and his staff to anyone looking for accounting services.”
In Business Since 2013
589 Barton St #202, Stoney Creek, ON L8E 6E4
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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)
“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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Royal City Investment Corporation

Royal City Investment Corporation

197 Hanlon Creek Boulevard #102, Guelph, ON N1C 1C1
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Monarch Wealth Corporation - Stoney Creek Branch

Monarch Wealth Corporation - Stoney Creek Branch

237 Barton St Unit 201, Stoney Creek, ON L8E 2K4
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Sovereign Wealth

Sovereign Wealth

(2)
“I love watching my money grow and I feel so confident that I am being taken care of by a trusted company.”
627 Guelph Line, Burlington, ON L7R 3M7
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Robert Floris & Sean Howard : Mortgage Architects

Robert Floris & Sean Howard : Mortgage Architects

(50)
  • Understand
  • Decision
  • Educated
“What I really respect about Robert is that he is not only passionate about what he is doing but he goes above and beyond to make sure that you have thought out every step and scenario before signing the dotted line.”
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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Igneski Financial

Igneski Financial

(26)
  • Questions
  • Understand
  • 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

(20)
“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.”
769 Old York Rd, Burlington, ON L7P 4X8
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Kingsman Associates

Kingsman Associates

(16)
Accounting, Financial Advisory, Business Advisory
“You are awesome, always there to answer queries and supportive, client focused.”
Serving Stoney Creek Area
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Homebrook Financial Group

Homebrook Financial Group

(25)
Extended Service Contracts, Insurance
“Moved very fast on my boat purchase, and very responsive”
Offers Financing Options
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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Tammy M. Alpe Professional Corporation

Tammy M. Alpe Professional Corporation

(11)
Personal AND Corporate TAX Compliance, Bookkeeping Payroll Services & Sales TAX Compliance, Business AND Advisory Services
“She and her team are extremely professional, helpful, well-informed, and always available to answer questions.”
460 Brant St Unit 11, Burlington, ON L7R 4B6
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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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The William Douglas Group - Financial Advisor

The William Douglas Group - Financial Advisor

(12)
  • Questions
“We meet on a regular basis and our questions are always answered quickly and courteously whether in person, on the phone or via email.”
In Business Since 2002
1005 Skyview Dr #101, Burlington, ON L7P 5B1
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Ben Jacobs, MA, Financial Advisor

Ben Jacobs, MA, Financial Advisor

(12)
  • Investments
  • Company
“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.”
3153 Walkers Line B, Burlington, ON L7M
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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.”
Average Price Tag
In Business Since 2009
1455 Lakeshore Rd., Burlington, ON L7S 2J1
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Joseph Truscott, Chartered Accountant and Management Consultants

Joseph Truscott, Chartered Accountant and Management Consultants

(3)
Buying A Business, Franchises, Computer Software Selection
“Very detailed oriented, great person to work with.”
Transparent Fees & Pricing
In Business Since 2002
812 King St E, Hamilton, ON L8M 1A9
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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.

Why these companies made our list

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