Thorold, ON

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Thorold, ON
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Best Financial Advisors in Thorold, ON

The highest-rated Financial Planning & Wealth Management companies out of 51 vetted & reviewed in the Thorold area.

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Riz International

Riz International

(50)
  • Stock Market
  • Options
  • Insight
“Always open, available, and honest which has in turn fostered a group of members who all operate the same way creating an excellent sense of community and camaraderie.”
In Business Since 2015
3250 Schmon Pkwy, Thorold, ON L2V 4Y6
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Jay Newton Financial

Jay Newton Financial

(10)
Group Coverage, Investments, Living Benefits
“Jay has been assisting and guiding myself, my wife and two daughters with our insurance needs and has provided us with financial strategies for many years.”
6837 Thorold Stone Rd, Niagara Falls, ON L2J 1B2
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Primerica

Primerica

(1)
“Michael Vanderloos went above and beyond to explain my investment vehicles and help me optimize!”
In Business Since 1993
3550 Schmon Pkwy Unit 1A, 2nd Floor, Thorold, ON L2V 4Y6
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Adviant Financial Partners

Adviant Financial Partners

“We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about your financial situation, the more likely you are to reach your financial goals, and we're here to help you d...”
In Business Since 2015
Free Initial Consultation
3250 Schmon Pkwy #2, Thorold, ON L2V 4Y6
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Y I S Financial

Y I S Financial

116 Rose Ave, Thorold, ON L2V
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IA Private Wealth

IA Private Wealth

Tax Planning, Investment Planning, Trust & Estate Planning
“Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection ...”
In Business Since 2019
3550 Schmon Pkwy #6A, Thorold, ON L2V 4Y6
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Niagara Region Money Coaches

Niagara Region Money Coaches

(50)
  • Advice
  • Fee
  • Goals
“We were looking for unbiased advice to help us to decide what we should truly be budgeting for a new home, how to maximize investments, and how to navigate a retirement plan.”
In Business Since 2014
36 Hiscott St Suite 200, St. Catharines, ON L2R 1C8
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Desy's Bookkeeping & Tax Services

Desy's Bookkeeping & Tax Services

(30)
  • Season
  • Number
  • Family
“My wife and i have used Desy,s tax service for a number of years and must say that we are more than pleased with the prompt professional way they completed our tax returns.”
Family Business
Serving Thorold Area
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Darren Bruce, Cpa, Professional Corporation

Darren Bruce, Cpa, Professional Corporation

(21)
Small Business Consulting, Individual Income Tax Preparation, Financial and Tax Planning
“From being forward-thinking in tax planning, to sending out information notices for upcoming changes in law or reporting requirements, they inspire confidence.”
In Business Since 2009
7 Raymond St, St. Catharines, ON L2R 2S9
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Fort Erie Business Centre

Fort Erie Business Centre

(6)
  • Price
“Whether you need an office for a day or a month, the Fort Erie Business Centre will meet your needs.”
In Business Since 2022
Remote Consultations Available
Emergency Services
the Plaza, 1264 Garrison Rd Unit 10, Fort Erie, ON L2A 1P1
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Primenet Financial

Primenet Financial

(10)
  • Future
  • Communication
“Having someone like Kevin in your corner that offers genuine advice with a caring and intelligent approach, is what sets him and his business apart from others.”
In Business Since 2022
Free Initial Consultation
145 King St, St. Catharines, ON L2R 3J2
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Ross Taylor Financial Corporation

Ross Taylor Financial Corporation

“The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their ...”
Transparent Fees & Pricing
Free Initial Consultation
4725 Dorchester Rd Unit B3, Niagara Falls, ON L2E 0A8
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Prosim Financial Group

Prosim Financial Group

(8)
  • Insurance
  • Business
  • Family
“Mike is pleasant, resourceful and has an uncanny ability to develop the best financial plan for someone to reach their personal and business financial goals, no matter the circumstances.”
20 Corporate Park Dr Suite 201, St. Catharines, ON L2S 3W2
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SMR CPA

SMR CPA

(4)
Business Registration Services, Bookkeeping Services, Business and Tax Advisory Services
“My company (and I) had been dealing with this Accounting Firm for over 20 years and dealt with Kim Saunders (and new owners Shehzad and Associates) during the last few years.”
427 Welland Ave, St. Catharines, ON L2M 5V1
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RK Life Strategies

RK Life Strategies

(3)
Life Insurance Planning, Asset Allocation Planning, Retirement Savings Account
“Ive known Richard for 20 years is very knowledgeable and always there to help with whatever your needs may be!”
20+ Years Experience
10 Dunlop Dr, St. Catharines, ON L2R 1A2
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Bluestone Financial

Bluestone Financial

(6)
“I have trusted them with my finances for years.”
96 Queen St, St. Catharines, ON L2R 5H3
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D.B. Wyatt and Associates, Manulife Wealth

D.B. Wyatt and Associates, Manulife Wealth

(1)
Wealth Management, Estate Planning, Financial Planning
“This team is very knowledgeable and attentive to service.”
23 Church St, St. Catharines, ON L2R 3B4
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Gatt Wealth Management

Gatt Wealth Management

(1)
Critical Illness Insurance, Retirement Strategy, Resp
“I've also referred him to some of my business clients who are greatly pleased with his level of service.”
In Business Since 2017
437 Welland Ave, St. Catharines, ON L2M 5V2
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Copper Beech Business Coaching and Succession Planning

Copper Beech Business Coaching and Succession Planning

(4)
  • Course
  • Understand
  • Confidence
“As someone who values interpersonal skills and the approach of other professionals, I felt that Peter made a process we were quite nervous about painless and something we looked forward to every week.”
In Business Since 2011
4691 Ontario Ave, Niagara Falls, ON L2E 3R1
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Vision Financial Planning

Vision Financial Planning

CFO Services, Bookkeeping, Personal Financial Planning
“RGE & Associates provides the tools and resources to optimize your business. We offer CFO, Financial Planning, Bookkeeping Services across St. Catherines, Ontario.”
In Business Since 2016
96 Church St, St. Catharines, ON L2R 3C8
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Crawford Smith & Swallow

Crawford Smith & Swallow

(9)
Taxation, Bookkeeping, Accounting
“She is very helpful and courteous and always willing to help in whatever way she can.”
In Business Since 1995
43 Church St #400, St. Catharines, ON L2R
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Lepper Financial Services

Lepper Financial Services

(2)
“Lepper financial went above and beyond to get me life insurance after my bank's life insurance company declined me.”
In Business Since 2018
109 Northwood Dr, Welland, ON L3C 6S3
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Lifetime Financial Planning Group

Lifetime Financial Planning Group

(2)
“We feel a lot better in our situation now having this protection just in case something unexpected happens.”
3831 Portage Rd, Niagara Falls, ON L2J 2L1
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Matthew Lumley - Financial Services

Matthew Lumley - Financial Services

(1)
“He graciously accepted the challenge and engaged my students with his great communication skills and with how he explained concepts with great examples.”
In Business Since 2021
251 St Paul St W, St. Catharines, ON L2N 0B1
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Retirement Planning and Investment Management Services in Thorold, ON Cost Estimates

Minimum cost
$1197
Maximum cost
$10175
National Average
$3591
Avg Per Hour Rates
$360
$2394
$6584
Fair price range is based on 335 cost profiles
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Average Cost $3591
Minimum cost $1197
Maximum cost $10175
Avg Per Hour Rates $360

Fair range $2394 to $6584 is based on 335 cost profiles.

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