Best Financial Advisors in Stouffville, ON
The highest-rated Financial Planning & Wealth Management companies out of 56 vetted & reviewed in the Stouffville area.
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“Highly competent and personal financial services!”
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Roberts Pro Wealth
“Greg is very knowledgable and will help you maximize return.”
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J. Paulino & Associates Wealth Management
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B Inspired Finance Group
“The NASA leadership model customized for finance provides a leadership development blueprint for corporate finance leaders and teams. Finance Leadership transformation is all about elevating your team to becoming highly valued strategic business part...”
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Alpha Oasis
- Financial Services
- Family
- Professional
“Bose and her team have always been quick, responsive and havr helped education over the past 20 years to be better informed of my financial and insurance needs.”
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CFS Wealth Management
- Family
- Company
- Stress
“Mark is awesome helped me in a time of need to unlock my pension, he always got back to me and walked me through the process thank you Mark for everything!!!”
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Pinnacle Accounting AND TAX Consultants
- Family
- Tax Return
- Questions
“He has been outstanding and patient while answering all my questions to deliver exceptional assitance and accurate services on both personal and corporate tax side.”
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Dethomas Wealth Management
Private Wealth, Planning & Insurance, Portfolio Management
“Would highly recommend their services if you are looking to grow your RRSP's, my funds have had great performance over the years and the staff are very knowledgeable, explaining all my options so that I can have the retirement I am hoping for.”
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Affinity Capital Management Inc.
Member Toolkit, Insightful Readings, Member Resources
“I met Anup at the Health and Wellness Expo, I was not planning to leave this event with a financial advisor but that was the most valuable thing I took away from it.”
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Nannytax
- Taxes
- Payroll
- Questions
“They handled everything, providing updates and were top notch when it came to communication.”
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Tax Doctors Canada
Bookkeeping Services, Tax Planning, Personal Tax Returns
“Blair has provided me with extensive information about life, critical illness, and disability insurance and has arranged all of the policies while making it as simple as possible for me.”
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Anna Armata - Chartered Professional Accountant
- Work
“Not only did Anna finish my taxes in a timely manner, but she informed me of everything that my previous accountant did wrong and helped me resolve them by explaining to me with what I should do to avoid those mistakes in the future.”
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Thompson Financial Services
Products and Services, Disability Insurance, Estate Planning
“Will always recommend them to all in my professional circle and family and friends.”
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Durham Asset Management
“Gives you the best and consistent returns on your investment.”
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Levesque Wealth Planning
“Linda and Dan have a lot of experience.”
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Objective Financial Partners
Paraplanning and Outsourced Planning, Money Coaching, Executor/Probate/Estate Services
“' A detailed analysis of our investments, retirement planning, tax considerations, insurance needs, estate planning, and even advice on how to support our adult children in their financial beginnings.”
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Accounting Plus Financial Services
Business Advisory & Tax Planning, Accounting & Bookkeeping, Personal Tax
“Just like any relationship, things are not perfect 100% of the time, but what's important, is that they truly care about you and set high standards for customer care.”
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Etaxcan
Tax Planning / Financial Planning, HST Filing / Wsib Filing, Personal Tax Returns
“It was a great experience, I never believe I could get my income tax return without paying money, this is the right place to file your taxes, (guys is free)am so excited Thanks for your service.”
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Sharptax Consulting
Tax and Accounting, Business Services, Financial Planning
“Sharptax Consulting has been filling my taxes over the last five years and I'm extremely satisfied with their service and the level of competence they hold.”
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Rethink CPA Professional Corporation
Small Businesses, Realtors & Prec, Real Estate Investors
“For small business owners, this type of knowledge and advice is invaluable as it helps us navigate the ever-changing landscape of compliance and filing requirements.”
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SSJ Financial Services
Health & Dental Plan, Disability Insurance, Registered Retirement Savings Plan (Rrsp)
“They helped selecting the right policy, answered all queries, helped updating the policy multiple times as per changes in travel plans, and finally the refund at the end of travel was done promptly.”
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Patel Accounting and Taxation
Business Registration and Corporate Filing, Business Planning, Payroll Services
“He always finds a solution no matter how complex the problem is and always keeps a realistic expectation which is very critical from customer standpoint.”
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Tembo Financial
Debt Consolidation Loans Ontario, Stop Power of Sale, 1st, 2nd, & 3rd Mortgages
“My real estate lawyer (with some 30 years experience) and his recommended & also experienced mortgage broker, were surprised about my special, customized mortgage.”
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Green Group - IG Private Wealth Management
- Meeting
- Questions
- Portfolio
“He's an incredible advisor who always listens and puts things into perspective, and continues to prepare me and my family, for great things in the future”
Retirement Planning and Investment Management Services in Stouffville, ON Cost Estimates
Why these companies made our list
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