Best Financial Advisors in Thorold, ON

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

Riz International

Riz International

(30)
  • Stock Market
  • Mentor
  • Insights
“I really enjoy being part of the Elite membership community and having a group of people I can chat with who all share the same goal of becoming better traders.”
15+ Years Experience
3250 Schmon Pkwy, Thorold, ON L2V 4Y6
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Jay Newton Financial

Jay Newton Financial

(9)
Group Coverage, Investments, Living Benefits
“Jay was very thorough, uncovered an unmet need in our portfolio and he was able to explain everything to us so we understood exactly the implications of the decision we were making.”
In Business Since 2004
6837 Thorold Stone Rd, Niagara Falls, ON L2J 1B2
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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 3E1
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IA Private Wealth

IA Private Wealth

Tax Planning, Investment Planning, Trust & Estate Planning
“Our experienced investment advisors, CERTIFIED FINANCIAL PLANNER® professionals and insurance advisors have the knowledge and the commitment to guide your decision making and support your personal financial and lifestyle goals.”
In Business Since 2019
3550 Schmon Pkwy #6A, Thorold, ON L2V 4Y6
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Roman A. Groch

Roman A. Groch

“Mutual funds, exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.. Insurance products are provided through RomAnna Management Inc..”
In Business Since 2012
449 Thorold Rd, Welland, ON L3C 3W7
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Kemp Financial Group

Kemp Financial Group

(1)
“A Niagara Falls financial services company.”
10++ Years Experience
Family Business
3976 Portage Rd, Niagara Falls, ON L2J 2K9
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Niagara Region Money Coaches

Niagara Region Money Coaches

(30)
  • Manage
  • Feel
  • Budgeting
“This is not just about budgeting and penny pinching - its about saving for priority spending, having some fun now and ensuring theres enough for later.”
In Business Since 2014
36 Hiscott St Suite 200, St. Catharines, ON L2R 1C8
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Fort Erie Business Centre

Fort Erie Business Centre

(7)
“The building is secure and centrally located with plenty of parking.”
In Business Since 2022
Remote Consultations Available
Emergency Services
1264 Garrison Rd Unit 10, Fort Erie, ON L2A 1P1
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Desy's Bookkeeping & Tax Services

Desy's Bookkeeping & Tax Services

(9)
“I only used them for my personal taxes but I am starting a new company and I will only use them for my professional bookkeeping that how much I trust and respect them.”
In Business Since 2021
Family Business
Serving Thorold Area
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Primenet Financial

Primenet Financial

(4)
  • Future
“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
110 James St Suite 412, St. Catharines, ON L2R 7E8
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Gatt Wealth Management

Gatt Wealth Management

(1)
Critical Illness Insurance, Retirement Planning, 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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RK Life Strategies

RK Life Strategies

(1)
Life Insurance Planning, Asset Allocation Planning, Retirement Savings Account
“A pleasure to do business with.”
20+ Years Experience
10 Dunlop Dr, St. Catharines, ON L2R 1A2
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Peak Investment Services

Peak Investment Services

(1)
“Know what they're doing.”
In Business Since 1996
Free Initial Consultation
650 Vine St, St. Catharines, ON L2M 3V6
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Copper Beech Business Coaching and Succession Planning

Copper Beech Business Coaching and Succession Planning

(4)
  • Course
“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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Ross Taylor Financial Corporation

Ross Taylor Financial Corporation

“Insurance products, including segregated fund policies are offered through Ross Taylor Financial Corporation, and Jonathan Taylor offers mutual funds through Quadrus Investment Services Ltd. Quadrus Investment Services Ltd. and design, and Quadrus Gr...”
In Business Since 2002
Free Initial Consultation
4725 Dorchester Rd Unit B3, Niagara Falls, ON L2E 0A8
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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.”
In Business Since 2007
3831 Portage Rd, Niagara Falls, ON L2J 2L1
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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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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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Gollert Financial Services

Gollert Financial Services

“Company Name - St. Catharines, ON. Company Message. Other”
In Business Since 2005
The Dominion Building, 39 Queen St, St. Catharines, ON L2R 5G6
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Bridgman & Durksen Chartered Professional Accountants

Bridgman & Durksen Chartered Professional Accountants

(1)
Investment Review, Estate Planning, Purchase and Sale of a Business
“Bridgman & Durksen has a very professional and personable staff.”
In Business Since 2000
Serving Thorold Area
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Goodman Brown Financial

Goodman Brown Financial

(1)
“They will work for you with no bias or influence from big investment firms or the large banks.”
In Business Since 2006
Serving Thorold Area
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Ironwood Wealth Management Group

Ironwood Wealth Management Group

“Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Investment Industry Regulatory Organization of Canada (“IIROC”). Investment services are provided through Ir...”
In Business Since 2001
Serving Thorold Area
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Natasha Dicienzo, Wealth Advisor, Scotia Wealth Management

Natasha Dicienzo, Wealth Advisor, Scotia Wealth Management

(1)
“We met with Natasha to talk about our financial options, she was informative and professional and a pleasure to work with”
In Business Since 2018
Licensed
80 King St Suite 705, St. Catharines, ON L2R 7G1
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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.

Why these companies made our list

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