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Best Financial Advisors in Summerside, PE
The highest-rated Financial Planning & Wealth Management companies out of 54 vetted & reviewed in the Summerside area.
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CU Financial Management
“CU Financial Management Ltd.is wholly owned by Atlantic Edge Credit Union Ltd,Brunswick Credit Union Ltd, Community Credit Union of Cumberland Colchester Ltd, Community Credit Union Ltd,East Coast Credit Union Ltd, Valley Credit Union, Consolidated C...”
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McLellan, Financial Advisory
“Whether you seek personal financial growth or business sustainability, Advisory X is your trusted partner in navigating the intricate world of finance. Let us empower your journey towards a prosperous and secure future.”
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RMS Accounting & Bookkeeping
Company Setup (Domestic & Offshore), Budgeting & Forecasting, Tax Accounting
“Positive Responsiveness, Quality, Professionalism, Value”
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Currie, Hughes & Associates Private Wealth Management
“They have been very patient implementing changes we have requested and always follow-up with a phone call or email to ensure we understand and are in agreement with changes before they are made.”
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Matheson Grant Dr
“He was a great family doctor and continues to be a great human being.”
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Cradle Wave Financial Group
“Patrick Neary is an established Certified Financial Planner (CFP®) in Charlottetown, Prince Edward Island. Since 2005, Patrick Neary has successfully helped high net worth clients build and preserve their wealth and financial security. From highly pe...”
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Virtue Financial
Credit, Mortgages, Insurance
“As a Mortgage Lender covering Atlantic Canada, Hannah Martens and the team at VirtueLife are a fantastic option to help secure the best mortgage for you.”
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Cole Wealth Management
Insurance Solutions, Wealth Management, Business Solutions
“Lawrence Cole'sreasonfor becoming aFinancial Security Advisor isdeeply personal. Hesaw many friends and family struggling to find the help they needed to achieve their financial security goals. After years in the business, he hasdeveloped a reputatio...”
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Richard Russell Financial Advisor and Mortgage Broker
“Richard Russell promotes financial growth, preservation, protection and transfer of wealth. Along with financial education, Richard helps families achieve financial clarity, grow net worth and achieve financial objectives. Richard provides financial ...”
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Manulife Securities Investment Services
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TD Waterhouse
“Estimating what you will need during retirement will involve a blend of personal reflection and number-crunching. If you're between five to ten years away from retirement, now is the time to sit down with us and review your planning. We can help you ...”
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Groupe Financier Axis
“Excellent service and very knowledgeable.”
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Assurances Jacques Savoie Insurance INC
““I have many clients who have used Jacques over the years to obtain insurance for their foreign workers. They have always been extremely happy with his services and appreciate that he goes above and beyond. His assistant, Carolle, is a pleasure to de...”
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Retirement Planning Solutions
- Results
- Market
- Concepts
“Kaming provides a personalized service that helped me understand more about my own personal financial goals whole ensuring I made the right decisions to achieve them.”
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E6 International
Virtual CFO, Virtual Cloud Accounting, Services Overview
“Hiring a fractional Chief Financial Officer (CFO) can be a game-changer for your business. A fractional CFO brings financial expertise and strategic guidance on a part-time basis, providing the benefits of a full-time CFO without the associated costs...”
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Easyway Accounting
“I would always recommend Easyway Accounting and it's proprietor Praveen to anyone who is looking for financial guidance be it taxes or any other accounting tasks.”
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Discovery Financial Services
“Professional advisors that have your best interest at heart.”
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Maisey Financial Services
“Good service”
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The Planning Group
“I got in contact with Justin, he was incredibly knowledgeable and took the time to shine light on stuff that I wasn't sure about.”
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Inclusive Financial Planning
“Laura's non-judgemental and earnest approach to helping you with your finances is refreshing - especially in what can be an intimidating and stuffy industry.”
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Financial Foundations
“To better help us serve you with the information that will meet your lifestyle, age, and financial situation, we ask that you choose one of the following streams.”
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Owens Macfadyen Group
Comprehensive Wealth Management
“In 1995, Bob Owens and Dave MacFadyen decided that good was not good enough. In order to achieve better results and ultimately best outcomes, their clients required an integrated and comprehensive approach. OMG has disrupted the financial services in...”
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Moncton Accountant | John Whiteley, CPA
“We will discuss your accounting, bookkeeping and tax needs with you and recommend the best allocation of related tasks between you and the accountant thus make the best use of your time to generate sales and control costs.”
Retirement Planning and Investment Management Services in Summerside, PE Cost Estimates
Minimum cost
$1185
Maximum cost
$10073
National Average
$3555
Avg Per Hour Rates
$356
$2370
$6518
Typical price range is based on
361 cost profiles
Why these companies made our list
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