Best Financial Advisors in Strathroy, ON

Handpicked from 38 vetted & reviewed Financial Planning & Wealth Management firms in the Strathroy area, discover the top 5 elite providers among the selected group of 24 finalists.

Choice Wealth Management

Choice Wealth Management

(43)
  • Investment
  • Understand
  • Future
“He brought his experience to the table when we had to sort my late mother in laws final tax issues and went the extra mile by coming out and explaining how the best way forward was.”
420 Carrie St, Strathroy, ON N7G
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Flagstone Financial Group

Flagstone Financial Group

(2)
“Very thorough with all aspects of Investments, Tax Returns, Life Insurance and any other questions we might have and always with a smile on their face or in their voices.”
In Business Since 2004
88 Metcalfe St E, Strathroy, ON N7G 1P1
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Masterpiece Financial

Masterpiece Financial

(19)
  • Confident
  • Sound
  • Portfolio
“We have been involved with him for quite a few years and he has directed us in our investments and we are very happy with the increases of our portfolio.”
101 Metcalfe St E, Strathroy, ON N7G 1P4
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Tim Earley Financial Services

Tim Earley Financial Services

“It starts with a plan, but more importantly it starts with listening to client's needs, understanding clients wants, dreams, and what matters most to them. I am committed to providing you the best level of care and support ensuring a clear, straightf...”
In Business Since 2018
82 Kemp Cres, Strathroy, ON N7G 0G3
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Unity Financial

Unity Financial

“At Unity Financial, we plan with the end in mind, recognizing it takes a village to move you towards your goals. We desire to walk in step with you and with each other as a team of advisors and support staff. Our conversations are grounded in mutual ...”
92 Saxonville Ct, Strathroy, ON N7G 4M1
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
98 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
Focus Financial Solutions

Focus Financial Solutions

(1)
“While doing a review of my policies I called to ask some questions and was fortunate enough to be put through to one of the most helpful, knowledgeable and compassionate employees (Chrystal).”
1305 Riverbend Rd Unit 350, London, ON N6K 0J5
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HMS Insurance & Financial

HMS Insurance & Financial

(1)
“Great service”
In Business Since 2000
Serving Strathroy Area
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Cheryl Campbell & Associates

Cheryl Campbell & Associates

“Cheryl has over two decades of experience working in the financial services industry. She is a Certified Financial Planner, a Chartered Financial Divorce Specialist, and a Certified Money Coach. Her emphasis is on money relationships and discussions ...”
In Business Since 2012
Serving Strathroy Area
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Mizak Private Wealth

Mizak Private Wealth

Portfolio Management, Insurance Solutions, Loans & Mortgages
“Beyond traditional investments, Our team along with Optimize Wealth tailor strategies to align with your financial goals, lifestyle, and values. Our comprehensive planning considers all facets of your life, ensuring a balanced, empowered, and fulfill...”
1993 Riverbend Rd, London, ON N6K 0A1
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Crossan and Campbell Insurance

Crossan and Campbell Insurance

(1)
“Very good insurance, +rep.”
Serving Strathroy Area
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Stan Wealth Group

Stan Wealth Group

(1)
“With the knowledge and advice I was given my RRSP's have been preforming better than ever.”
Strathroy, ON
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Unicus Technologies

Unicus Technologies

In Business Since 2010
1431 Jim Allen Way, London, ON N6K 0C2
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Jeff Krieger

Jeff Krieger

(50)
  • The Future
  • Interest Rate
  • Questions
“He has been exceptional in communicating timelines, actions, and expectations, which has really helped take anxiety out of our real estate transaction.”
Transparent Fees & Pricing
Free Initial Consultation
217 Wharncliffe Rd S 2nd Floor, Unit A, London, ON N6J 2L2
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Welker & Associates

Welker & Associates

(50)
  • Consumer
  • Decision
  • Financial
“I appreciate everything Sue and the Team at Welker and Associates has done for me and I know I'll be able to move on with my life stress free thanks to the.”
Free Initial Consultation
484 Waterloo St, London, ON N6B 2P6
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Wharncliffe Auto Group

Wharncliffe Auto Group

(45)
“Excellent customer service and go check them out for a vicheal.”
Offers Financing Options
Coupons & Offers
847 Old Wharncliffe Rd, London, ON N6J 2N4
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Nexmil

Nexmil

(48)
  • Financial Plan
  • Meeting
  • Team
“Jason, Tom and the whole Nexmil team continue to go out of their way to ensure our complete satisfaction, and we could not be more pleased with the service they have provided us.”
140 Optimist Park Dr, London, ON N6K 4M1
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Fine Motors of London

Fine Motors of London

(44)
  • Feel
  • Job
  • Price
“Just wanna shout out to fine motors on my first brand new car Honda civic lx and the time frame I took to get it was so amazing fast efficient thanks to mark for working so hard to give me an amazing deal on 0 %percent down thanks so much to fine mot...”
562 Hamilton Rd, London, ON N5Z 1S6
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Bayswater Wealth Management

Bayswater Wealth Management

(29)
Calculators
“Patrick's professionalism, extensive knowledge, and unwavering commitment to finding the optimal solution make Bayswater Wealth Management an outstanding choice for individuals in search of dependable financial advice and comprehensive insurance opti...”
465 Waterloo St, London, ON N6B 2P4
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Gary Corriveau, CFP

Gary Corriveau, CFP

(20)
Banking, Wealth Management, Insurance
“Gary's patient, personal and upbeat nature is one of a kind and has provided my partner and I with a feeling of financial knowledge, safety and satisfaction that we are on the right track.”
In Business Since 2018
Free Initial Consultation
1785 Wonderland Rd N, London, ON N6G 5C2
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Accountable

Accountable

(1)
Debt & Mortgage Services, Pension Management, Accounting
“Very knowledgeable and above all honest.”
Licensed, BBB Accredited
Family Business
Offers Financing Options
480 Egerton St, London, ON N5W 3Z6
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Buss Financial Group

Buss Financial Group

(17)
Group Savings Plans, Group Benefit Plans, Spending Strategies
“I highly recommend their services to anyone looking for professional advice and a relationship with the same people, which you cannot find often in the transient world of investments, where advisors can often change, especially at banks.”
100 Wellington St #101, London, ON N6B 2K6
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Burton Financial Group

Burton Financial Group

(17)
Financial Security, Saving and Investment Products
“Down to earth kind of guy that keeps me informed and up to date with what's happening with investments, easy to talk with and explains what's happening with investments in a way a that I don't have to worry about them.”
339 Wellington Rd #240, London, ON N6C 5Z9
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Rayna Elabed Real Estate Sales Representative

Rayna Elabed Real Estate Sales Representative

(14)
  • Business
“She has a great personality and is very experienced with the market and always updates me with amazing property's 10/10 recommend Rayna for all your real estate needs”
Emergency Services
420 York St, London, ON N6B 3N1
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Maclean Investment Group

Maclean Investment Group

(4)
Investment & Portfolio Management, Will & Estate Planning, Pension and Retirement Planning
“Over the past few years with them, I have received great advice and frequent updates and recommendations on diversifying my portfolio.”
In Business Since 2017
Family Business
CFP Certified
633 Wellington St, London, ON N6A 3R8
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Retirement Planning and Investment Management Services in Strathroy, ON Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 499 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 499 cost profiles.

Why these companies made our list

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