Stony Plain, AB

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Stony Plain, AB
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Best Financial Advisors in Stony Plain, AB

The highest-rated Financial Planning & Wealth Management companies out of 46 vetted & reviewed in the Stony Plain area.

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Dan Houcher Financial

Dan Houcher Financial

(15)
  • Insurance
  • Family
  • Questions
“When it was time for my eldest daughter to look for life and disability insurance that weren't provided through work, it was an easy decision to refer her to Dan, where he helped explained each product, and found what worked best for her situation.”
In Business Since 2011
CFP Certified
4911 50 St, Stony Plain, AB T7Z 1T3
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IPC Investment Corporation - Jim Hummel

IPC Investment Corporation - Jim Hummel

Education Plan
“It has been a meaningful relationship, since we were first introduced in 2002 . We have deeply valued the advice Jim has provided in all matters of our financial dealings and security. We have truly felt that we as senior clients, could always depend...”
17420 Stony Plain Rd #214, Edmonton, AB T5S 1K6
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Silver Maple Financial - IPC Investment Corporation

Silver Maple Financial - IPC Investment Corporation

(12)
  • Investor
  • Sound
  • Principles
“He's always positive and willing to help, no matter what your financial situation or level of knowledge, and I doubt there's a financial issue he can't advise you on.”
17420 Stony Plain Rd #214, Edmonton, AB T5S 1K6
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Complete Accounting &

Complete Accounting &

(7)
“Harold is so professional and easy to talk to and ensures he gets all the benefits your entitled to.”
26 Boulder Blvd, Stony Plain, AB T7Z 1V7
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Capital Edge Financial Planning

Capital Edge Financial Planning

(42)
Insurance, Investment Planning, Employee Group Benefits
“When my disabilities worsened and prospects around returning to gainful employment were lost, Dave provided me with the option of investing in a Registered Disability Savings Plan (RDSP), an investment I wouldn't have been aware of without the care a...”
21143 48 Ave NW, Edmonton, AB T6M 0G2
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The Financial Strategist

The Financial Strategist

(1)
Travel Insurance, Business Strategies, Resp
“I recommend them for your life insurance or any other insurance needs”
Emergency Services
Free Initial Consultation
102 4723 52 Ave, Edmonton, AB, T6B 3R6
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Adamitz Financial Solutions

Adamitz Financial Solutions

(9)
  • Choices
  • Family
  • Plan
“There are so many options and choices of types of life, disability, critical illness and insurance, Paulla was extremely knowledgeable and took the time to best me the best deal for me and my family.”
In Business Since 2018
110a McLeod Ave, Spruce Grove, AB T7X 2H8
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Rothe Wealth Management Manulife Wealth

Rothe Wealth Management Manulife Wealth

“Manulife Wealth Inc. is an indirectly, wholly-owned subsidiary of Manulife Financial Corporation (MFC). MFC owns The Manufacturers Life Insurance Company (MLI), a financial services organization offering a diverse range of life and health insurance p...”
In Business Since 2019
211 McLeod Ave, Spruce Grove, AB T7X 2K5
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Vic Pipke Financial Professional

Vic Pipke Financial Professional

(1)
“Amazing experience, explained everything so an idiot like me could understand, great products, really knows his stuff.”
Transparent Fees & Pricing
646 Parsons Rd SW #201, Edmonton, AB T6X 1N4
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Trentini Financial

Trentini Financial

“Most every business owner has a lawyer, accountant, financial advisor and insurance advisor. However, as we go through our holistic approach to planning, without exception we uncover what would result in “unintended results.” The transactions individ...”
In Business Since 2021
Serving Stony Plain Area
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Statera Financial Planners

Statera Financial Planners

(14)
Financial Planning, Legacy, Family
“My wife and I have entrusted Greg, Rita and more recently Courtney with our investments and ultimately our retirement savings for close to 20 years, along the way we have received excellent advise both in good and bad years and now that we are ret...”
Family Business
210 - 13220 St Albert Trail NW, Edmonton, AB T5L 4W1
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Cornerstone Insurance Brokers

Cornerstone Insurance Brokers

(50)
Submit a Claim, Print a Pink Card
“I've been with this insurance company since 2019 and there service for 5 years I can say is excellent from my house, auto, business insurance they took care of everything and make sure they provide you with reasonable price I want to say thanks a m...”
Remote Consultations Available
Free Initial Consultation
10520 178 St NW #201, Edmonton, AB T5S 2J1
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Quickfire Mortgage Solutions Team

Quickfire Mortgage Solutions Team

(50)
New To Canada Borrower, Services, First Time Home Buyers
“I recently had the pleasure of working with Jeremy Hamelin at Quickfire Mortgage, and I cannot speak highly enough of his exceptional service and expertise.”
In Business Since 2012
10328 81 Ave NW # 100, Edmonton, AB T6E 1X2
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Goth & Company

Goth & Company

(50)
  • Proposal
  • Financial
  • Informative
“The process can be overwhelming at first , but after talking with them and answering some basic questions about your past financial situation , they make the process a lot easier to deal with and I was surprised how quick we got my issues dealt with ...”
In Business Since 2010
Free Initial Consultation
6836 104 St NW, Edmonton, AB T6H 2L6
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NJ Tax & Accounting

NJ Tax & Accounting

(48)
CRA Compliance & Audits, Accounting & Bookkeeping, Gst/ Hst, PST Returns
“Nidhi is not only outstanding in her work, but she is also consistently hands-on, ensuring that every financial detail is managed with utmost precision and professionalism.”
In Business Since 2021
3209a 97 St NW, Edmonton, AB T6N 1B7
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Voyage Financial Services

Voyage Financial Services

(50)
  • Expertise
  • Investment
  • Parents
“⭐️⭐️⭐️⭐️⭐️ Dhaval Bhai is our Family Financial Advisor, He helped us with Parents Super Visa Insurance, Life Insurance, Critical Illness Insurance, RESP for my Kids and he also helps with Day to Day advise on my financial goals.”
9258 34a Ave NW Unit 203, Edmonton, AB T6E 5P2
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Money Mentors Edmonton

Money Mentors Edmonton

(49)
  • Program
  • Presentation
  • Information
“Linda Mak uses passion, simplicity and creativity to help ensure each individual she works with has the knowledge and direction to improve their financial security.”
17010 103 Ave NW #175, Edmonton, AB T5S 1K7
Featured

Dealing with gambling debt can cause huge stress for an individual, their family and friends. At Money Mentors, we see many clients who have accumulated large gambling debts using multiple credit cards to fuel their gambling addiction. The steps on how to pay off gambling debt should include a full support plan with money management tools and counselling for the psychological component of gambling.

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World Financial Group

World Financial Group

(47)
  • Critical Illness Insurance
  • Investments
  • Plan
“He gave great explanations of the different kinds of investment opportunities available to me, and also gave a very personal approach that helped me make optimal decisions that worked best for my financial wellbeing.”
In Business Since 2000
Licensed
9910 39 Ave NW #202, Edmonton, AB T6E 5H8
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McGuire Financial Group

McGuire Financial Group

(41)
Financial Planning, Wealth Creator – Debt Strategy, Insurance Wants and Needs
“We have been programmed to think of personal finance in a certain way that relies on forfeiting interest to banks and lenders, but the folks at McGuire offer an exciting alternative that flips this system on its head and makes us both the lender and ...”
6030 88 St NW #210, Edmonton, AB T6E 6G4
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Verity

Verity

(24)
Tax, Advisory and Bookkeeping, Accounting and Assurance
“Very knowledgeable and informative, works well with my growing company, recently went through a 3 year CRA audit and passed with flying colors, Radhika made the entire process very efficient and stress free!!!”
Family Business
10445 178 St NW #100, Edmonton, AB T5S 1R5
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KWB Accountants & Advisors

KWB Accountants & Advisors

(26)
  • Small Business
  • Knowledge
  • Questions
“The most helpfull staff in the world, willing to go the extra mile, fast replies i very reccomend this firm to be your choice for financial matter, reasonable rates as well, i am in ongoing communication with them and its a true joy”
In Business Since 2006
Free Initial Consultation
9771 54 Ave, Edmonton, AB T6E 5J4
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Blackburn Davis Financial

Blackburn Davis Financial

(26)
Financial Planning, Business Planning, Risk Management
“As the world changes, and you have the highs and lows in the markets, the financial managers Blackburn Davis Financial deals with have a sound investment strategy and work hard at ensuring that your investments continue to due better than the status ...”
In Business Since 2008
7345 Roper Rd NW, Edmonton, AB T6E 0W4
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Beyond Business Financial Solutions

Beyond Business Financial Solutions

(30)
Investments, Insurance Products, Group Benefits & Retirement Services
“Is knowledgable and has helped us have a long view of financial planning, brings a sense of calm to the conversation about things that can make us anxious, delivers excellent service, and is just one of the most all around friendly people I know.”
8925 51 Ave NW #318, Edmonton, AB T6E 5J3
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High Level Wealth Management

High Level Wealth Management

(13)
Investment Management, Financial Planning, Tax Returns
“His approach to investing, being a registered Advising Representative and CFA® charterholder, and his many years' experience investment industry gives me the comfort and confidence that my investment portfolio is carefully considered and tested again...”
Transparent Fees & Pricing
11212 99 Ave, Edmonton, AB T5K 0G8
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Retirement Planning and Investment Management Services in Stony Plain, AB Cost Estimates

Minimum cost
$1192
Maximum cost
$10132
National Average
$3576
Avg Per Hour Rates
$358
$2384
$6556
Fair price range is based on 525 cost profiles
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Average Cost $3576
Minimum cost $1192
Maximum cost $10132
Avg Per Hour Rates $358

Fair range $2384 to $6556 is based on 525 cost profiles.

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