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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.”

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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.”

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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.”

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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.”

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McGill Wealth – Manulife Securities

(1)

Discretionary Portfolio Management, Medical Professionals, Asset Management

“Matt McGill is 100% professional in his approach to financial consulting.”

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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.”

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Compass Private Wealth

(1)

“Amazing company!!!!”

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Truvision Financial Services

(1)

“Have been with Steve Scott for many years.”

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Royal City Investment Corporation

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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.”

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Craig Clark V

(8)

“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.”

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Sovereign Wealth

(7)

Invest

“Whitney has a unique talent for breaking down complex business concepts into simple, actionable steps, making it easier for women from all walks of life to understand and apply them.”

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Hynek Financial Group

(1)

“Luckily I met Cara Winfield at Hynek Financial who helped me navigate the insane maze of life insurance, walked me though every step in terms I could understand, answered all of my 3.”

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First Capital Financial

(1)

Wealth Management, Financial Planning, Risk Management

“As always been very responsive.”

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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...”

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Title: Avoid These 9 Common Mistakes When Buying a Home in Hamilton Buying a home is one of the most significant investments you’ll ever make, and it’s essential to navigate the process with care and attention to detail. To ensure a smooth and successful home buying journey, it’s crucial to avoid common pitfalls that can lead to costly mistakes down the line. Whether you’re a first-time homebuyer or a seasoned investor, here are nine mistakes to steer clear of when purchasing a home in Hamilton: 1. Skipping the Inspection: One of the biggest mistakes you can make is forgoing a home inspection. Inspections uncover potential issues with the property that may not be visible to the untrained eye, helping you make an informed decision about your purchase. 2. Not Making the Offer Conditional on Inspection:Even if you decide to get an inspection, failing to make your offer conditional on a satisfactory inspection could leave you vulnerable to unforeseen problems. Ensure that your offer includes a clause allowing you to back out if the inspection reveals significant issues…

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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.”

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Kingsman Associates

(37)

Accounting, Financial Advisory, Business Advisory

“Excellent”

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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.”

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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.”

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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.”

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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.”

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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.”

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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.”

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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.”

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Average Cost	$3000
Minimum cost	$1000
Maximum cost	$8500
Avg Per Hour Rates	$300

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.

Rochon & Associates - Pro-Active Bookkeeping

The Accounting Place

Coombs & Lutz

Westdale Financial Services

McGill Wealth – Manulife Securities

David Cotton - Cotton Acuity Financial

Compass Private Wealth

Truvision Financial Services

Royal City Investment Corporation

Tammy M. Alpe Professional Corporation

Craig Clark V

Sovereign Wealth

Hynek Financial Group

First Capital Financial

Robert Floris & Sean Howard : Mortgage Architects

LGC Smithers

Kingsman Associates

Igneski Financial

Degraaf Financial Strategies

Homebrook Financial Group

Safeguard Insurance and Financial Services

Reid Financial Strategies

Scan Global Holdings

Ben Jacobs, MA, Financial Advisor

Retirement Planning and Investment Management Services in Stoney Creek, ON Cost Estimates

Why these companies made our list

Wealth Management Advisors near Stoney Creek

Popular in Stoney Creek