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Riz International
- 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.”
Best Financial Advisors in Thorold, ON
24 firms listed · 5 in Thorold · 1 open weekends · 21 rated 4.5+
Data verified October 16, 2026
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Jay Newton Financial
- Family
- Insurance
- Expertise
“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.”
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Primerica
“Michael Vanderloos went above and beyond to explain my investment vehicles and help me optimize!”
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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...”
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Y I S Financial
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IA Private Wealth
“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 ...”
The 24 firms listed for Thorold, ON offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: Thorold, ON
5 of the 24 firms we list are based in Thorold; the other 19 serve Thorold from St. Catharines, Niagara Falls and Welland. 21 of the firms on this page have a rating, from 4.8 to 5.0 across 354 reviews; 2 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (90%), responsiveness (74%) and value (71%). 1 is open on Saturdays. The services the firms on this page list most often on their websites are estate planning (3), accounting services (2), bookkeeping (2), employee benefits (2) and financial planning (2). Domain records put 9 websites of the firms on this page at ten or more years old; the oldest dates from 1993. 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 23 of the firms on this page; 21 publish a contact page; 20 list a public email and 2 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Thorold take financial planning bookings online?
2 of the 24 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.
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Niagara Region Money Coaches
- 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.”
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Desy's Bookkeeping & Tax Services
- 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.”
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Darren Bruce, Cpa, Professional Corporation
- Information
- Knowledge
- Questions
“From being forward-thinking in tax planning, to sending out information notices for upcoming changes in law or reporting requirements, they inspire confidence.”
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Primenet Financial
- 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.”
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Prosim Financial Group
- 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.”
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SMR CPA
- Company
“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.”
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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 ...”
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RK Life Strategies
“Ive known Richard for 20 years is very knowledgeable and always there to help with whatever your needs may be!”
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Bluestone Financial
“I have trusted them with my finances for years.”
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D.B. Wyatt and Associates, Manulife Wealth
“This team is very knowledgeable and attentive to service.”
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Gatt Wealth Management
“I've also referred him to some of my business clients who are greatly pleased with his level of service.”
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Copper Beech Business Coaching and Succession Planning
- 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.”
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Vision Financial Planning
“RGE & Associates provides the tools and resources to optimize your business. We offer CFO, Financial Planning, Bookkeeping Services across St. Catherines, Ontario.”
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Crawford Smith & Swallow
“She is very helpful and courteous and always willing to help in whatever way she can.”
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Lifetime Financial Planning Group
“We feel a lot better in our situation now having this protection just in case something unexpected happens.”
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Lepper Financial Services
“Lepper financial went above and beyond to get me life insurance after my bank's life insurance company declined me.”
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Matthew Lumley - Financial Services
“He graciously accepted the challenge and engaged my students with his great communication skills and with how he explained concepts with great examples.”
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Gollert Financial Services
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
Why these companies made our list
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