Best Financial Advisors in Stratford, ON

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

S Jutting & Associates

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.”
In Business Since 1999
207 Huron St, Stratford, ON N5A 5S9
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Wilkinson & Keller Financial Planning

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...”
208 Ontario St, Stratford, ON N5A 3H4
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Stratford Financial Planning

Stratford Financial Planning

(1)
“Detail oriented, good communication skills.”
206 Ontario St, Stratford, ON N5A 3H4
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Franklin E. Hinz

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.”
In Business Since 1999
Transparent Fees & Pricing
196 Ontario St, Stratford, ON N5A 3H4
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KLT Wealth Management

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.”
Serving Stratford Area
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Raymer Financial | iA Private Wealth

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.”
In Business Since 2001
Serving Stratford Area
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Oak Tree Financial Milverton

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...”
In Business Since 2019
Transparent Fees & Pricing
Serving Stratford Area
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Livy Financial Planning

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!”
In Business Since 2019
Serving Stratford Area
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Green Private Wealth

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.”
In Business Since 2014
Free Initial Consultation
112 Springbank Ave, Woodstock, ON N4S 7P8
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The Personal Coach

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.”
55 Northfield Dr E Suite 312, Waterloo, ON N2K 3T6
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BLA Private Wealth Raymond James

BLA Private Wealth Raymond James

(1)
Longevity Planning, Sustainable Investing, Trust Services
“Fantastic!”
20 Erb St. W #1001, Waterloo, ON N2L 1T2
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Gary Corriveau, CFP

Gary Corriveau, CFP

(20)
Group Benefits, Wealth Management, Banking
“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.”
In Business Since 2018
Free Initial Consultation
1785 Wonderland Rd N, London, ON N6G 5C2
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Ledgers

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.”
In Business Since 1997
737 Belmont Ave W Suite 3, Kitchener, ON N2M 1P3
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Barney Financial Group

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.”
Transparent Fees & Pricing
Serving Stratford Area
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Howlett Financial Partners

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.”
In Business Since 2020
137 Glasgow St Unit 201, Kitchener, ON N2G 4X8
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Shaughnessy Financial - Gary Shaughnessy

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.”
In Business Since 1999
610 McMurray Rd, Waterloo, ON N2V
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Whitewater Financial

Whitewater Financial

(4)
Corporate Wealth Navigation Strategy, Corporate Whole Life Insurance
“The team at WhiteWater has been a pleasure to deal with.”
9 Claremont Ave, Kitchener, ON N2M 2P2
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Mw&co. Wealth Management

Mw&co. Wealth Management

(3)
Wealth Management, Chartered Professional Accountants, Insurance Pensions Benefits
“Very good to deal with .”
In Business Since 2011
1321 Dundas St Unit B, Woodstock, ON N4S 7V9
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Blair Financial Services

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.”
In Business Since 2011
490 Dutton Dr, Waterloo, ON N2L 6H7
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Opus Wealth Advisors

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.”
In Business Since 2014
745 Bridge St W Unit 3, Waterloo, ON N2V 2G6
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MAC

MAC

(1)
US Taxation, Accounting, Wealth Management
“Thanks for job”
In Business Since 1999
510 Weber St N, Waterloo, ON N2L
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Eby Financial

Eby Financial

(1)
Insurance Solutions, Investment Management, Wealth & Estate Planning
“He has provided my family with exceptional service for well over a decade now.”
In Business Since 1998
410 Conestogo Rd, Waterloo, ON N2L
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Ogilvie Barsness Financial Group

Ogilvie Barsness Financial Group

(1)
Financial Planning, Investment Planning, Financial Planning For Business Owners
“Overall, a very warm and friendly atmosphere!!!”
470 Weber St N Suite 205B, Waterloo, ON N2L 6J2
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Wealth Labs

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!”
Serving Stratford Area
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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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