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Roberts Pro Wealth
“Greg is very knowledgable and will help you maximize return.”
Best Financial Advisors near Stouffville, ON
These firms serve Stouffville from nearby bases in towns including Markham, Richmond Hill and Whitchurch-Stouffville.
24 firms listed · 8 open weekends · 23 rated 4.5+
Data verified October 18, 2026
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J. Paulino & Associates Wealth Management
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B Inspired Finance Group
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Objective Financial Partners
- Mind
- Decisions
- Responsive
“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.”
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Alpha Oasis
- 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.”
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Sharptax Consulting
- Knowledge
- Company
- 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.”
The 24 firms listed for Stouffville, ON offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: Stouffville, ON
23 of the 24 firms on this page have a rating, from 4.6 to 5.0 across 1,914 reviews; 9 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (79%) and quality (72%). The topics that come up most in reviews of the firms on this page are "knowledge", "patient" and "communication". 8 are open on Saturdays and 4 on Sundays. 10 have ten or more years of experience, the longest 26 years. 1 offers remote or virtual consultations; 5 offer a free initial consultation and 2 are family- or locally-owned. We have a website on file for 22 of the firms on this page; 15 publish a contact page; 22 list a public email and 6 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Stouffville offer a free first meeting?
5 of the 24 firms listed here offer a free introductory meeting. Expect a conversation about your situation, the firm's approach and its compensation, rather than recommendations. Bring your statements anyway, since it makes the discussion concrete.
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Etaxcan
- Mind
- Questions
- Knowledge
“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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Ai Financial
“The company's investment is very professional, the internship environment is particularly good, and colleagues in the company get along very harmoniously.”
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Grant Matossian, Cga, CFP
- Attention
- Understand
- Tax Refund
“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.”
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CFS Wealth Management
- 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.”
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Green Group - IG Private Wealth Management
- 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.”
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Legacy Financial
- 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.”
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Safri Financial
- Meeting
- Solutions
- Individual
“For our Insurance needs he provided us step by step guidance and right advice and offered a product with right price that no competition can match it.”
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Andreoli Financial Services
- Insurance
- Saving
- Family
“Since we started working together, I have noticed that he puts a lot of effort into communicating frequently, making sure all of my decisions are informed, and taking my questions and concerns seriously.”
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AMR Services
- Partnership
- Corporate
- Know
“Excellent/Professional Service - Angela and her team provided me with the assistance I needed to deal with both my corporate and personal accounting needs.”
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Armen Martirosyan
- Father
- Insurance Agent
- Options
“Armen is a very knowledgeable person, and very open in explaining customer all the aspects he or she would need to cover in making the decision for life coverage.”
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Flip My Life
- Biased
- Decision
- Insurance Policy
“Being new to Canada she took the time to explain my different options in starting a saving plan for my daughter's education and the best way forward.”
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Dethomas Wealth Management
- Professional
- Questions
- Investments
“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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Pinnacle Reliance Financial Planning
- Family
- Insurance
- Questions
“No matter what requirements I have or any life changes I encounter, Ethan can give me the most pertinent advice and the most reasonable plan based on our family situation.”
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Affinity Capital Management Inc.
- Coaches
- Question
- Quality
“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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Seyon Tax
- Info
- Prices
“Had my best Tax experience with Seyon Financial Serivices, they got me best refund possible, was highly professional and very thorough and easy to communicate with.”
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Invesmar Financial Planning
- Company
- Team
- Well Being
“I have worked with other people in the past who just wanted to sell me what was best for them not me, investmar was there to really look out for my family.”
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Nannytax
- Communication
- Taxes
- Questions
“HIGHLY RECOMMENDED: I cannot say enough good things about Deborah and her team at NannyTax!”
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King Street Wealth
“Anthony and his team are incredibly organized and super helpful over the last few years, we can not wait to work with them for many more years to come!”
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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