Thorold, ON

Popular Cities

Thorold, ON
Join as a Pro

Best Financial Advisors in Thorold, ON

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

View Profile
Riz International

Riz International

(50)
  • Teach
  • Masterclass
  • Insight
“From both masterclasses, giving you the foundations for how trading works and develops, to the elite chat group where members share insights and learn from each other.”
In Business Since 2015
3250 Schmon Pkwy, Thorold, ON L2V 4Y6
i
View Profile
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.”
6837 Thorold Stone Rd, Niagara Falls, ON L2J 1B2
i
View Profile
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
i
View Profile
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
i
View Profile
Y I S Financial

Y I S Financial

116 Rose Ave, Thorold, ON L2V
i
View Profile
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
i
View Profile
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
i
View Profile
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
i
View Profile
Niagara Region Money Coaches

Niagara Region Money Coaches

(48)
  • Budgeting
  • Education
  • Fee
“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
i
View Profile
Desy's Bookkeeping & Tax Services

Desy's Bookkeeping & Tax Services

(21)
  • Tax Returns
  • Family
“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.”
Family Business
Serving Thorold Area
i
View Profile
Fort Erie Business Centre

Fort Erie Business Centre

(6)
“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
i
View Profile
Primenet Financial

Primenet Financial

(8)
  • 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
i
View Profile
Prosim Financial Group

Prosim Financial Group

(8)
  • Team
  • Business
“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
i
View Profile
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
i
View Profile
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
i
View Profile
RK Life Strategies

RK Life Strategies

(2)
Life Insurance Planning, Asset Allocation Planning, Retirement Savings Account
“Andrea is amazing to deal with and goes above and beyond to help you with your insurance travel needs.”
20+ Years Experience
10 Dunlop Dr, St. Catharines, ON L2R 1A2
i
View Profile
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
i
View Profile
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
i
View Profile
Bluestone Financial

Bluestone Financial

(5)
“I have trusted them with my finances for years.”
96 Queen St, St. Catharines, ON L2R 5H3
i
View Profile
David Wyatt

David Wyatt

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

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
Embed on your site

Your Embed Code

Click to copy
Successfully copied!
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

Is this page useful? Yes
No
Is there anything wrong with this page?

Wealth Management Advisors near Thorold

Popular in Thorold

, ON
Back To Top