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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.”
Best Financial Advisors in Truro, NS
The highest-rated Financial Planning & Wealth Management companies out of 359 vetted & reviewed in the Truro area.
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Ramsey T & D Financial Investia Financial Services
“Through decades in the business and helping clients through a wide array of experiences Ramsey T&D Financial is suited to help you with tax planning, retirement savings, and personal financial advice among other things. Doug has taken his experiences...”
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Lane Financial
“Steven Lane has been helping people plan their financial future since 1994. He helps make sure your money is in the right place and working hard for you. With a wide range of options to consider such as mutual funds, segregated funds, life insurance,...”
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Equity Associates
“Very accomodating with good advice.”
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Manulife Securities Investment Services
“Many thanks.”
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Cibc Wood Gundy Truro Branch
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Trinity Wealth Partners
- Family
“Positive Responsiveness, Quality, Professionalism”
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AEG Financial Services
Tax Planning, Consulting, Restructuring
“At AEG Financial, we understand that no matter what stage of life you happen to be in, you want to protect and provide for your family. Whether you're just starting out or you're thinking about retirement, we can help you plan for today and tomorrow.”
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Robert Sidney CFP
“He and his team have always been responsive, extremely well-informed, and innovative.”
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Yhard Mortgages
“He will get you the best product (for you) as he has access to an abundance of lenders.”
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Assante Financial Management
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Starboard Wealth Planners
Financial Planning, Retirement, Investments
“This team puts me at ease by making me feel like they have my financial health on the front burner.”
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RMS Accounting & Bookkeeping
Tax Accounting, E-Commerce & Inventory Management, Company Setup (Domestic & Offshore)
“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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Halifax Debt Freedom
- Options
- Family
- Team
“Most of my debt was student related and once it was time to pay it all back I was weighted down with trying to pay them all and still live and continue to build a family and future.”
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Gordon Stirrett Wealth Management
- Needs
- Future
- Confidence
“After years of Gordon Stirrett Wealth Management generously supporting a local non-profit organization with which I am involved, I finally made the decision to seek guidance and support with my own personal finances.”
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Eastport Financial Group
- Leadership
- Community
- Passion
“Their expertise in the financial world plus their personable approach, and their care for the community gives you trust that they have your best interests at heart!”
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Wealth Creation Made Simple
- Goals
- Matter
- Future
“Having the opportunity to meet with John as required throughout the year to discuss our Portfolio, prepare Tax Returns and any other financial needs has been very beneficial.”
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Retirement Planning Solutions
- Understand
- Market
- Portfolio
“Kaming and Josh have helped me with personalized investment plans as well as health insurance plans for me and up to 120 of my employees over all the businesses I've owned over the last decade.”
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Solveyourdebts.com
“Very knowledgeable and understanding counselors.”
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Worthy Financial
I Want To Be A Homeowner, Online Financial Planning, Financial Coaching
“There are no people dealing with finance except for those who lend you money or help you file bankruptcy, if you need someone to help you organize your finances to get a handle on things TIM is your guy.”
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Wiltshire Financial Management
- Questions
- Insurance
- Options
“I am now retired and was able to get a financial wellness check before I retired which has given me a lot more confidence moving forward financially since I retired in December.”
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E6 International
Virtual Cloud Accounting, Services Overview, Virtual CFO
“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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Allan Marshall & Associates
- Debt
- Company
- Afraid
“Olivia is a very knowledgeable and experienced professional whose response and style of work is very appreciated when dealing with financial issues; her welcoming and compassionate demeanour is a rare find.”
Retirement Planning and Investment Management Services in Truro, NS Cost Estimates
Minimum cost
$1175
Maximum cost
$9984
National Average
$3524
Avg Per Hour Rates
$353
$2349
$6460
Average price range is based on
361 cost profiles
Why these companies made our list
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