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Dodd Hugh Investments & Insurance
“Highly competent and personal financial services!”
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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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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GTP TAX Services Inc.
Business Registration, Tax Consulting, Bookkeeping Solutions
“They were able to give us the clarity and information that we needed to file our taxes accurately and to maximize our return which is a process can be very confusing especially as a new business owner.”
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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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Carruthers Walker Financial
- Team
“Carruthers Financial cares about the community they serve - you will often find them giving back to local charities or at the Aurora Chamber of Commerce.”
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TK Dale Wealth
- Investments
- Knowledge
“Trevor is one of the best professionals myself and my spouse have ever met: apart from his high academic background, many years of certified knowledge and experience, his intelligent approach to every problem, his kindness and patience when explainin...”
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Yourlife Financial
“I am endorsing Colin Marcus, not just for his financial skills but his attention and caring for his clients to give them piece of mind when they need help most, at end of life or just passing the batton to the next family members in line”
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Protect Financial
“Very knowledgeable Advisor”
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Gentile Financial Group
“From financial planning to accounting George and his associates are always available to answer our questions”
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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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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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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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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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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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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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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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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”
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Brokerteam Insurance
- Money
- Policies
- Quote
“I recently had the pleasure of working with Frank Hsu at BrokerTeam Insurance Solutions Inc, and I must say, the experience was nothing short of outstanding.”
Retirement Planning and Investment Management Services in Stouffville, ON Cost Estimates
Minimum cost
$1225
Maximum cost
$10407
National Average
$3673
Avg Per Hour Rates
$368
$2449
$6734
Fair price range is based on
307 cost profiles
Why these companies made our list
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