Best Financial Advisors in Stratford, ON

The highest-rated Financial Planning & Wealth Management companies out of 43 vetted & reviewed in the Stratford area.

Steve Welker and Company

Steve Welker and Company

(49)
  • Financial
  • Understanding
  • Mind
“My questions were answered and everyone was very polite, professional and helpful i would recommend steve welker and company to anyone who is having trouble paying bills call them they can help”
Licensed, BBB Accredited
347 Jane St Unit 130, Toronto, ON M6S 3Z3
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DLC - Team Mortgage Assurance

DLC - Team Mortgage Assurance

(47)
Self-Employed Mortgage, Debt Consolidation, Mortgage Renewals
“The mentors, Ram, Poornima, Rabbiya, possess an unparalleled depth of knowledge and expertise in mortgage, and their willingness to share insights and advice has been invaluable.”
Transparent Fees & Pricing
In Business Since 2024
Offers Financing Options
Licensed
5675 Whittle Rd, Mississauga, ON L4Z 3P8
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Tembo Financial

Tembo Financial

(50)
Equity Advances, Finance Solutions Ontario, Debt Consolidation Loans Ontario
“I've had the pleasure of working with Arlen and Olga there couple of times, but its the entire team at Tembo that makes the whole process seamless from start till funding.”
In Business Since 2014
Offers Financing Options
265 Rimrock Rd Suite 202, North York, ON M3J 3C6
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Accountant on Call | Reliable AOC

Accountant on Call | Reliable AOC

(50)
Bookkeeping, Business Registration, Tax Planning & Returns
“Chirag's attention to detail and thorough understanding of tax laws ensure that his clients receive the best possible service and maximize their tax savings.”
In Business Since 2009
Transparent Fees & Pricing
11 Steinway Blvd Unit-12b, Etobicoke, ON M9W 6S9
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Objective Financial Partners

Objective Financial Partners

(50)
Employee Financial Wellness, Canadian Expat Planning, Services For Other Professionals
“Speaking as someone who is not financially savvy, she has been incredibly helpful and kind in navigating me out of my prior FA and aiding me to establish my own financial freedom.”
Transparent Fees & Pricing
In Business Since 2012
Remote Consultations Available
CGA Certified
East Tower, 675 Cochrane Dr 6th floor, Markham, ON L3R 0B8
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Lexaltico

Lexaltico

(49)
Financial Advisory, Canadian Relocation Package, Real Estate Services
“Overall a great experience working with Jia and her staff, Especially Rahman always responded quickly to any communications and questions, I would highly recommend them.”
In Business Since 2022
Coupons & Offers
90 Matheson Blvd W Suite 101, Mississauga, ON L5R 3R3
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Accounting Plus Financial Services

Accounting Plus Financial Services

(49)
Corporate Tax, Personal Tax, Business Advisory & Tax Planning
“Being new to business ownership 2 yrs ago, I searched for a good accountant and spoke to few accountants before deciding to go with Peter, it was the right decision for my business.”
In Business Since 2005
Remote Consultations Available
Serving Stratford Area
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Etaxcan

Etaxcan

(50)
Accounting & Book Keeping, Personal Tax Returns, Tax Planning / Financial Planning
“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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Harris & Partners

Harris & Partners

(46)
Debt Relief Services, Debt Relief For Businesses
“Unbelievable, All my debt are gone now and I feel like I'm free, thanks Osman Ali for all you did for me, at the first time it's even hard to believe that was real, but it's real and easy.”
In Business Since 2013
Free Initial Consultation
8920 Woodbine Ave #104, Markham, ON L3R 9W9
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The Money Mint

The Money Mint

(50)
  • Business
  • Family
  • Stress
“Thank you Chahat for making it possible for me and my children to become a house owner, you are a great professional, very calm lady, infact I can never forget your total effort”
20+ Years Experience
Offers Financing Options
2600 Skymark Ave Bldg 10, Unit 104, Mississauga, ON L4W 5B2
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Rethink CPA Professional Corporation

Rethink CPA Professional Corporation

(50)
Real Estate Investors, Small Businesses, Realtors & Prec
“As a Corporate Controller I have worked with Joseph in a variety of industries, including commercial real estate, franchising, retail, wholesale and investment portfolio management”
In Business Since 2020
95 Mural St #600, Richmond Hill, ON L4B 3G2
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Alpha Oasis

Alpha Oasis

(50)
  • Accounting
  • Investment
  • Confidence
“I reached out to Alpha Oasis for guidance in setting up investments almost two decades ago and I can confidently say my relationship with them has only grown stronger.”
In Business Since 2002
Free Initial Consultation
304-80 Corporate Dr, Scarborough, ON M1H 3G5
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Sharptax Consulting

Sharptax Consulting

(50)
Financial Planning, Tax and Accounting, Business Services
“Best way to describe my experience would be going to the friendly neighbourhood uncle who also has professional experience and technical knowledge in the field you need help with.”
12 Northvale Rd, Markham, ON L6B 1G4
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Sawaya CPA - Tax & Accounting Services

Sawaya CPA - Tax & Accounting Services

(50)
  • Knowledge
  • Patient
  • Financial
“Yesterday, I needed Ed's strong background in accounting and financial analysis to guide me on a different situation, and he, once again, took the time to answer all my questions with clarity and context.”
Free Initial Consultation
4141 Yonge St #302, North York, ON M2P 2A8
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Mustafai Immigration

Mustafai Immigration

(49)
Temporary Resident Visa, PR Card Renewal, Extension of Status
“Highest success rate, highly professional, highly committed, very honest and highly recommended, much appreciated, thanks a lot 🤝💐👏👏👏 …”
1+ Years Experience
3464 Kingston Rd Suite #208A, Toronto, ON M1M 1R5
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Merrick Financial

Merrick Financial

(49)
Investment Analysis, Financial Plan, Ongoing Support
“I found Chris very straightforward and easy to work with, and he gave me good advice to reach my goals while taking some of the stress out of the decision making!”
53 Coleridge Ave, Toronto, ON M4C 4H4
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Filing Taxes | Accountant Toronto

Filing Taxes | Accountant Toronto

(41)
U.S Tax Accounting, Personal Tax Accountant, Business Incorporation
“Their team is very responsive and have helped me all along the way in answering my questions, corporation tax filing and taking care of my accountancy needs.”
Remote Consultations Available
Free Initial Consultation
401 Bay St. Suite 1600, Toronto, ON M5H 2Y4
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Fortax

Fortax

(49)
  • Team
  • Prices
  • Business
“I've been with Fortax for over 5 years now and while it may be a stressful time for many people, I've always felt a sense of calmness while dealing with my taxes.”
Free Initial Consultation
2 St Clair Ave W 18th Floor, Toronto, ON M4V 1L5
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Mak Tax & Accounting Services

Mak Tax & Accounting Services

(48)
Bookkeeping & Accounting, CRA Audit Representation, Self Employment
“They kept me updated while going through the process of filing my income tax and the turn over time to have my taxes completed was within a timely manner.”
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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Grant Matossian, Cga, CFP

Grant Matossian, Cga, CFP

(47)
Investment Properties – HST Rebate & Assignments, Personal & Corporate Financial Planning, Consultation For Personal, Business, Farming & Rental Income Tax
“Grant's depth of knowledge and expertise in tax matters reassured us and instilled confidence amidst the chaos, offering solutions with utmost clarity and commitment to our unique circumstances.”
In Business Since 2009
20 Amber St #6, Markham, ON L3R 5P4
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Canada Freedom Financial Centre

Canada Freedom Financial Centre

(47)
“Extremely so happy,i am glad that I contacted you, this was extremely helpful for situation was in with financial I was struggling through I am not paying anymore interest to the bank I was borrowing, so happy I am not to paying extra money, was paye...”
Free Initial Consultation
77 City Centre Drive, East Tower, Suite 501, Mississauga, ON L5B 1M5
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Patel Accounting and Taxation

Patel Accounting and Taxation

(47)
Corporate Tax Return, Accounting, Business Registration and Corporate Filing
“I'm really glad that i chose Sunil patel tax consultant because it's been 2 years i'm getting my tax filed from them and he's been guiding me since day 1 about my tax returns.”
2100 Ellesmere Rd Suite 112, Scarborough, ON M1H 3C3
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Novel Wealth

Novel Wealth

(50)
  • Family
  • Wealth Management
  • Confidence
“Financial advisor Jeff Carter is very knowledgeable and designed my portfolio in a way that gives me great peace of mind that my financial future is in good hands.”
In Business Since 2023
25 Morrow Ave Suite 202, Toronto, ON M6R 2H9
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Retirement Planning and Investment Management Services in Stratford, ON Cost Estimates

Minimum cost
$1216
Maximum cost
$10332
National Average
$3647
Avg Per Hour Rates
$365
$2431
$6686
Typical price range is based on 360 cost profiles
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Average Cost $3647
Minimum cost $1216
Maximum cost $10332
Avg Per Hour Rates $365

Typical range $2431 to $6686 is based on 360 cost profiles.

Why these companies made our list

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