Best Financial Advisors in Stouffville, ON

The highest-rated Financial Planning & Wealth Management companies out of 56 vetted & reviewed in the Stouffville area.

Ultimate Mortgage Group - AGB Team

Ultimate Mortgage Group - AGB Team

(20)
Private Mortgages Lending, Mortgage Renewal, Investment Properties
“Adam clearly outlined multiple financing options that could fulfil our needs, and simply laid out the cost of borrowing and monthly payments for each option, recommending the option which was most financially efficient.”
In Business Since 2023
Licensed
Offers Financing Options
6165 Main St Unit 1, Whitchurch-Stouffville, ON L4A 4H8
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Roberts Pro Wealth

Roberts Pro Wealth

(1)
“Greg is very knowledgable and will help you maximize return.”
1-6165 Main St, Whitchurch-Stouffville, ON L4A 4H8
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J. Paulino & Associates Wealth Management

J. Paulino & Associates Wealth Management

37 Sandiford Dr #203, Whitchurch-Stouffville, ON L4A 7X5
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B Inspired Finance Group

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...”
In Business Since 2017
15 Emerald Heights Dr, Whitchurch-Stouffville, ON L4A 0C8
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Tembo Financial

Tembo Financial

(50)
Debt Consolidation Loans Ontario, Stop Power of Sale, 1st, 2nd, & 3rd Mortgages
“They are extremely, knowledgeable, honest, thorough, and very professional They go above and beyond and always respond to calls and emails in a timely fashion.”
In Business Since 2014
Offers Financing Options
265 Rimrock Rd Suite 202, North York, ON M3J 3C6
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Objective Financial Partners

Objective Financial Partners

(50)
Financial Consulting, Services For Other Professionals, Tax Planning and Preparation
“It is already clear that Nancy's work will pay for itself several times over, not to mention the peace of mind that comes from having a predictable plan to meet all of our retirement goals.”
Remote Consultations Available
In Business Since 2012
CGA Certified
Transparent Fees & Pricing
East Tower, 675 Cochrane Dr 6th floor, Markham, ON L3R 0B8
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Accounting Plus Financial Services

Accounting Plus Financial Services

(49)
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.”
In Business Since 2005
Remote Consultations Available
Serving Stouffville Area
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Sharptax Consulting

Sharptax Consulting

(50)
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.”
12 Northvale Rd, Markham, ON L6B 1G4
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Rethink CPA Professional Corporation

Rethink CPA Professional Corporation

(50)
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.”
In Business Since 2020
95 Mural St #600, Richmond Hill, ON L4B 3G2
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Harris & Partners

Harris & Partners

(46)
Debt Relief Services, Debt Relief For Businesses
“Thank you, Harries and Partners, and a special thank you to Ricky Dsouza for helping us navigate through a difficult time with such professionalism and care.”
In Business Since 2013
Free Initial Consultation
8920 Woodbine Ave #104, Markham, ON L3R 9W9
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Etaxcan

Etaxcan

(50)
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.”
305 Milner Ave Unit #301, Scarborough, ON M1B 3V4
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Alpha Oasis

Alpha Oasis

(50)
  • Confidence
  • Financial Services
  • Patient
“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.”
In Business Since 2002
Free Initial Consultation
304-80 Corporate Dr, Scarborough, ON M1H 3G5
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Mak Tax & Accounting Services

Mak Tax & Accounting Services

(48)
Self Employment, Business Registration, Payroll Services
“The team at Maktax demonstrated a high level of responsibility in handling my tax affairs, ensuring that everything was accurately completed and submitted on time.”
In Business Since 2011
4900 Sheppard Ave E unit 1, Scarborough, ON M1S 4A7
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Ai Financial

Ai Financial

(48)
“The company's investment is very professional, the internship environment is particularly good, and colleagues in the company get along very harmoniously.”
Free Initial Consultation
350 Hwy 7 #310, Richmond Hill, ON L4B 3N2
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Patel Accounting and Taxation

Patel Accounting and Taxation

(47)
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.”
2100 Ellesmere Rd Suite 112, Scarborough, ON M1H 3C3
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Grant Matossian, Cga, CFP

Grant Matossian, Cga, CFP

(47)
Non Resident Tax Returns, Incorporation and Dissolution of Businesses, Consultation For Personal, Business, Farming & Rental Income Tax
“Grant is professional and has great Tax knowledge (for residents and nonresidents), He will patiently guide you thru all the steps and provide the best recommendation.”
In Business Since 2009
20 Amber St #6, Markham, ON L3R 5P4
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CFS Wealth Management

CFS Wealth Management

(50)
  • Communication
  • Job
  • Information
“I went to my bank where my LIF (Life investment Fund)is deposited my ONLY hope to pay my assessment, but they refused my request NOT until my condo will be foreclosed.”
Serving Stouffville Area
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Green Group - IG Private Wealth Management

Green Group - IG Private Wealth Management

(50)
  • Portfolio
  • Advisor
  • Meeting
“I have had the pleasure of working with the Green Group for 10+ years, they have always been honest, quick and ready to give the best advice the benefits me.”
In Business Since 2022
17310 Yonge St #10A, Newmarket, ON L3Y 7R9
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Pinnacle Accounting AND TAX Consultants

Pinnacle Accounting AND TAX Consultants

(49)
  • Tax Accountant
  • Registered Retirement Savings Plan
  • Money
“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.”
In Business Since 2023
18 Kenaston Gardens, North York, ON M2K 3C7
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Toranj Accounting Services

Toranj Accounting Services

(44)
External CPA Support, Personal Income Tax, Business Registration
“Your meticulous attention to detail, astute financial insights, and proactive approach have been instrumental in navigating complex financial matters and ensuring the financial well-being of our clients.”
In Business Since 2023
7099 Yonge St Unit 210, Thornhill, ON L3T 0H1
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Legacy Financial

Legacy Financial

(44)
  • Understanding
  • Knowledge
  • Financial Planning
“After that first call I decided to book a follow up consultation to review my finances, Trevor was extremely knowledgeable and thorough in our phone consultation.”
In Business Since 2014
PLANNER Certified
Free Initial Consultation
Serving Stouffville Area
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Brokerteam Insurance

Brokerteam Insurance

(46)
  • Efficient
  • Patient
  • Home Insurance
“Ben Cheung , 👍🏻👍🏻👍🏻 After contacting this insurance practitioner, he explained the contents of car and house insurance very professionally.”
1550 16th Ave Building F, Unit 100, Richmond Hill, ON L4B 3K9
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Empireone Credit Solutions

Empireone Credit Solutions

(49)
  • Worries
  • Mind
  • Patience
“I refer clients to her all the time, she is very professional and empathic, helping those that are in debt and need to see the light at the end of the tunnel.”
In Business Since 2021
Free Initial Consultation
250 Consumers Rd Suite 810, Toronto, ON M2J 4V6
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CFP Group

CFP Group

(26)
“They are true professionals with lots of knowledge, always available to answer any questions and provide constant updates throughout the life of a project.”
Offers Financing Options
1137 Centre St, Thornhill, ON L4J 3M6
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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
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Average Cost $3673
Minimum cost $1225
Maximum cost $10407
Avg Per Hour Rates $368

Fair range $2449 to $6734 is based on 307 cost profiles.

Why these companies made our list

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