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S Jutting & Associates
“They have always helped with my husbands business,and have saved him a lot of money.”
Best Financial Advisors in Stratford, ON
24 firms listed · 4 in Stratford · 2 open weekends · 18 rated 4.5+
Data verified October 16, 2026
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Wilkinson & Keller Financial 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...”
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Stratford Financial Planning
“Detail oriented, good communication skills.”
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Franklin E. Hinz
“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.”
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KLT Wealth Management
- 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.”
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Raymer Financial | iA Private Wealth
“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.”
The 24 firms listed for Stratford, 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: Stratford, ON
4 of the 24 firms we list are based in Stratford; the other 20 serve Stratford from towns including Waterloo (39 km), Woodstock (33 km) and Kitchener (41 km). 21 of the firms on this page have a rating, from 3.6 to 5.0 across 200 reviews; 18 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (65%) and quality (61%). The topics that come up most in reviews of the firms on this page are "knowledge" and "understanding". 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are financial planning (3), wealth management (3), accounting (2), education planning (2) and insurance (2). Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 2 offer a free initial consultation. We have a website on file for 23 of the firms on this page; 20 publish a contact page; 18 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Stratford offer a free first meeting?
2 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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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...”
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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!”
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Green Private Wealth
- 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.”
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Gary Corriveau, CFP
- Plan
- Patient
- Strategies
“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.”
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Ledgers
- Financial
“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.”
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Barney Financial Group
- 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.”
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The Personal Coach
- 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.”
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Howlett Financial Partners
- 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.”
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Shaughnessy Financial - Gary Shaughnessy
- 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.”
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Whitewater Financial
- Team
“The team at WhiteWater has been a pleasure to deal with.”
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Blair Financial Services
- 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.”
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Mw&co. Wealth Management
“Very good to deal with .”
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Opus Wealth Advisors
- 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.”
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MAC
“Thanks for job”
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Eby Financial
“He has provided my family with exceptional service for well over a decade now.”
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Ogilvie Barsness Financial Group
“Overall, a very warm and friendly atmosphere!!!”
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BLA Private Wealth Raymond James
“Fantastic!”
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Frost Wealth Management - iA Private Wealth
“I have been a client for years now and they have been fast to respond & execute on anything I need done.”
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
Why these companies made our list
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