Best Financial Advisors in Stoney Creek, ON

15 firms listed · 4 in Stoney Creek · 14 rated 4.5+

Data verified October 21, 2026

The Accounting Place

The Accounting Place

4.4 14 reviews
“The last few years Jeet has completed them for us and has done a fantastic job”
Serves Canada25+ years
115 ON-8 Unit 204
i
David Cotton - Cotton Acuity Financial

David Cotton - Cotton Acuity Financial

5.0 11 reviews
“He is there at anytime to answer questions and help you make sound financial decisions.”
Free consultationVirtual consultationsServes Stoney Creek areaSince 2019
22 Leslie Dr
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Westdale Financial Services

Westdale Financial Services

5.0 1 review
“Steve takes his time explaining things and helps you work on your financial goals in small bites.”
Since 2006
8 Grandview Ave
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Truvision Financial Services

Truvision Financial Services

5.0 1 review
Since 2006
237 Barton St #203
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Homebrook Financial Group

Homebrook Financial Group

4.9 40 reviews
“They were timely and accurate with all the information provided to the financial institution and closed the deal promptly!”
Since 2001Financing
Mount Hope, ON · 12 km from Stoney Creek
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Wescan Accountant Professional

Wescan Accountant Professional

4.8 20 reviews
“Thank you team Wescan, working with you has been a pleasure.”
Since 2013
Hamilton, ON · 11 km from Stoney Creek
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The 15 firms listed for Stoney Creek, ON offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.

Area overview: Stoney Creek, ON

4 of the 15 firms we list are based in Stoney Creek; the other 11 serve Stoney Creek from towns including Hamilton (11 km), Burlington (12 km) and Ancaster (16 km). The firms on this page are rated from 4.4 to 5.0 across 200 reviews; 14 are rated 4.5 or higher. The services the firms on this page list most often on their websites are financial planning (3), accounting (2), estate planning (2), insurance planning (2) and retirement planning (2). 7 have ten or more years of experience, the longest 24 years. 1 offers payment plans and 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 13 list a public email and 1 takes bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Why are financial advisers outside Stoney Creek listed here?

4 of the 15 firms are in Stoney Creek itself. The rest come from other towns within 20 km. Registration category and provincial coverage matter more than proximity. Distances are straight-line.

Degraaf Financial Strategies

Degraaf Financial Strategies

5.0 22 reviews
“I think deGraaf Financial Strategies is an excellent resource for sound financial investment advice.”
Since 2003
Burlington, ON · 12 km from Stoney Creek
i
Reid Financial Strategies

Reid Financial Strategies

5.0 14 reviews
“Mason has done my taxes twice now and both times he was so quick and awesome with communication - well done, highly recommend!”
Since 2018
Ancaster, ON · 16 km from Stoney Creek
i
Safeguard Insurance and Financial Services

Safeguard Insurance and Financial Services

5.0 9 reviews
“Gaston was honest and clear and has given excellent advice whenever I've needed and outperformed all my expectations!”
Speaks FrenchSince 2000
Hamilton, ON · 11 km from Stoney Creek
i
Book onlineBook
Metherell Financial

Metherell Financial

5.0 7 reviews
“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.”
Since 1982
Burlington, ON · 12 km from Stoney Creek
i
Dean Paley, Cpa, CGA

Dean Paley, Cpa, CGA

5.0 7 reviews
“He helped me set up a new business and has handled the first year of my family's personal and business tax affairs brilliantly.”
Since 2009
Burlington, ON · 12 km from Stoney Creek
i
Two Roads Financial Centre

Two Roads Financial Centre

4.5 1 review
“The entire team works with you in multiple ways to help lead you in the right direction for all circumstances.”
Free consultationPrices online
Ancaster, ON · 16 km from Stoney Creek
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Little Financial

Little Financial

Family-owned
Hamilton, ON · 11 km from Stoney Creek
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JKR Financial Group

JKR Financial Group

5.0 8 reviews
“I am thrilled to be able to know him and glean the many years of wisdom that sets him apart from many.”
Since 2002
Hamilton, ON · 11 km from Stoney Creek
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Sovereign Wealth

Sovereign Wealth

5.0 7 reviews
“I have known Whitney for close to 6 years now and have seen first hand the amazing work she does and the people she selflessly helps.”
Since 2004
Burlington, ON · 12 km from Stoney Creek
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HomeWealth Management AdvisorsOntarioStoney Creek, ON

Why these companies made our list

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