The highest-rated Financial Planning & Wealth Management companies out of 43 vetted & reviewed in the Stratford area.
Learn how we score.
Prominent finalists A-Z in Stratford
BLA Private Wealth Raymond James
Barney Bookkeeping
Blair Financial Services
Eby Financial
Franklin E. Hinz
Gary Corriveau, CFP
Green Private Wealth Counsel
Howlett Financial Partners
KLT Wealth Management
Ledgers
Livy Financial Planning
MAC
Mw&co. Wealth Management
Oak Tree Financial
Ogilvie Barsness Financial Group
Opus Wealth Advisors
Raymer Financial | iA Private Wealth
S Jutting & Associates
Shaughnessy Financial – Gary Shaughnessy
Stratford Financial Planning
The Personal Coach
Wealth Labs
WhiteWater Financial
Wilkinson & Keller Financial Planning
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S Jutting & Associates
(1)
Accounting, Managing Your Finances, Asset Allocation
“They have always helped with my husbands business,and have saved him a lot of money.”
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Wilkinson & Keller Financial Planning
Retirement & Estate Planning, Financial Planning, Business Planning
“We appreciate that you have worked hard to attain your wealth—and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be comp...”
i
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Stratford Financial Planning
(1)
“Detail oriented, good communication skills.”
i
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Franklin E. Hinz
(1)
“I have gone to a couple of other accountants, one more expensive, one less and I ended up having to get Frank to fix their mistakes.”
i
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KLT Wealth Management
(14)
Retirement
Team
Family
“Prior to meeting Joe Figliomeni, my wife and I were in the care of a part-time financial advisor, who didn't really advise and our finances were not being managed well at all.”
i
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Raymer Financial | iA Private Wealth
(3)
Responsible Investing, Estate Planning, Registered Disability Savings Plan
“Celebrating with my milestones and supporting, advising and guiding through life's uncertain obstacles, Their envirnment is one of warmth, where you feel at home to dicuss anything.”
i
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Oak Tree Financial Milverton
“Whether you are embarking on your savings journey or have been diligently saving for years, we provide a plethora of investment options tailored to your specific goals. Whether you are saving for unforeseen circumstances, your children's education, r...”
i
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Livy Financial Planning
“Spending time with friends provides time to reflect on life and current events, sparking dialogue on causes that matter most to you. We'll work together to help you provide support to organizations or charities of your choice!”
i
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Green Private Wealth
(27)
Team
Fear
Fees
“Paul Green has developed a balanced investment system that recognizes the importance of capital preservation, as well as acceptible returns, based on client risk tolerance.”
i
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The Personal Coach
(17)
Instrumental
Financial Services
Understanding
“It raised awareness of how people work most effectively, how to navigate conflict situations, how to bring out the best in each other and the strength that comes from having a team with many strong qualities.”
“I have found that person in Gary, he has given my wife and I a plan to retire early as well as helping with tax season to help get some of the money I pay the government back.”
i
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Ledgers
(20)
Educational Services, Special Groups, Blacknorth
“I just called a few different accountants (all the top rated ones in KW on Google) and despite being super busy Ledgers was by far the most helpful so far.”
i
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Barney Financial Group
(16)
Team
Technology
“They guide you and give you advice so you don't make the same mistakes therefore ultimately helping you make sure your business continues operating well and is successful.”
i
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Howlett Financial Partners
(12)
Strategies
Passion
Sound
“Ever since immigrating to Canada my husband and I have depended on Nathaniel and Howlett Financial Partners to assist us with our finances and planning our future.”
i
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Shaughnessy Financial - Gary Shaughnessy
(11)
Financial Services
Questions
Team
“Gary has dealt with my Financials for 20 plus years, he is great to deal with, very professional, and always takes time to give my family and I the best options for our future.”
i
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Whitewater Financial
(4)
Corporate Wealth Navigation Strategy, Corporate Whole Life Insurance
“The team at WhiteWater has been a pleasure to deal with.”
i
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Mw&co. Wealth Management
(3)
Wealth Management, Chartered Professional Accountants, Insurance Pensions Benefits
“Very good to deal with .”
i
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Blair Financial Services
(7)
Family
Financial Advisor
“Iain's advice has served my family and me well all these years, and whenever the topic of financial advisors comes up in conversation I always mention Iain and recommend him.”
i
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Opus Wealth Advisors
(6)
Team
Trust
“As clients for over 25 yrs, we're still continually impressed by and grateful for the impeccable level of client care and expertise we get from the entire team at Opus Wealth Advisors.”
“He has provided my family with exceptional service for well over a decade now.”
i
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Ogilvie Barsness Financial Group
(1)
Financial Planning, Investment Planning, Financial Planning For Business Owners
“Overall, a very warm and friendly atmosphere!!!”
i
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Wealth Labs
(11)
Life Insurance
Kids
Questions
“He met us in our home and took the time to genuinely understand our financial situation which also gave us the opportunity to ask plenty of questions along the way!”
i
Retirement Planning and Investment Management Services in Stratford, ON Cost Estimates