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.

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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Coombs & Lutz

Coombs & Lutz

(2)
Business LAW, Wills & Estates, Real Estate LAW
“Bryan Lutz helped direct my claims to the right people”
In Business Since 2011
6 Lake Ave S, Stoney Creek, ON L8G 1P3
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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.”
In Business Since 2005
627 Guelph Line, Burlington, ON L7R 3M7
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Robert Floris & Sean Howard : Mortgage Architects

Robert Floris & Sean Howard : Mortgage Architects

(30)
  • Confident
  • Educated
  • Happy
“Robert is now helping to get our daughter ready to get into the housing market and make sure she has a positive experience as she gets into the single most important financial decision of her life.”
Emergency Services
Transparent Fees & Pricing
In Business Since 2006
236 Pritchard Rd, Hamilton, ON L8W 3P7
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Degraaf Financial Strategies

Degraaf Financial Strategies

(15)
  • Investments
“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.”
Family Business
In Business Since 2003
769 Old York Rd, Burlington, ON L7P 4X8
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Scan Consulting Group

Scan Consulting Group

(13)
  • Small Business
  • Financial
  • Team
“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.”
Offers Financing Options
In Business Since 2019
1940 Ironstone Dr Unit 102, Burlington, ON L7L 0E4
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Safeguard Insurance and Financial Services

Safeguard Insurance and Financial Services

(8)
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 1E3
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Homebrook Financial Group

Homebrook Financial Group

(21)
Extended Service Contracts, Insurance
“Melanie was amazing to deal with highly recommend.”
Offers Financing Options
In Business Since 2010
Serving Stoney Creek Area
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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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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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Hudson Wealth and Trust Planning Group

Hudson Wealth and Trust Planning Group

(2)
“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”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2017
5575 N Service Rd suite 500, Burlington, ON L7L 6M1
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Dean Paley, Cpa, CGA

Dean Paley, Cpa, CGA

(6)
Tax Services, U.S. Income Tax, 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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Wescan Accountant Professional

Wescan Accountant Professional

(1)
Bookkeeping, Tax & Financial Planning, Financial Statements
“Very professional and prompt accounting firm.”
Transparent Fees & Pricing
In Business Since 2017
845 Upper James St #200, Hamilton, ON L9C 3A3
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Ben Jacobs, MA, Financial Advisor

Ben Jacobs, MA, Financial Advisor

(9)
  • Pleasure
  • 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.”
In Business Since 2018
4145 N Service Rd 2nd Floor, Unit 208, Burlington, ON L7L 6A3
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Craig Clark V

Craig Clark V

(9)
“Clark and Kathy made the daunting task of going through pages upon pages of mortgage documents easy to understand and made the whole situation as pain-free as possible.”
In Business Since 2000
3455 Harvester Rd, Burlington, ON L7N 3P2
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Cirrius Finance Corp

Cirrius Finance Corp

(1)
Consulting, Financing
“Got a mortgage very quickly and efficiently.”
Offers Financing Options
In Business Since 2011
2826 King St E, Hamilton, ON L8G 1J5
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Bold Barrel Financial

Bold Barrel Financial

(4)
  • Retirement
“Kevin is very easy to talk to and he wants to make sure that we fully understand everything we are talking about with regards to our financial planning.”
Free Initial Consultation
In Business Since 2020
1357 Majestic Dr, Burlington, ON L7M 1G4
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Blackmore Levy Group

Blackmore Levy Group

(4)
Eliminating Bad Debt, Building Wealth, Leveraging Good Debt
“Joanna was very passionate in providing me with exceptional sound advice while ensuring I fully understood and felt comfortable with my financial decision.”
In Business Since 2017
3310 S Service Rd Suite 202, Burlington, ON L7N 3M6
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Metherell Financial

Metherell Financial

(4)
Investment Management, Planning, Insurance & Living Benefits
“Brynn and the team at Metherell Financial have guided and supported my families financial planning for years now with a high level of expertise and customer service.”
In Business Since 2011
2289 Fairview St #106, Burlington, ON L7R 2E3
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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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