Truro, NS

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Truro, NS
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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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Inclusive Financial Planning

Inclusive Financial Planning

(1)
“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.”
In Business Since 2022
7 Faulkner St, Truro, NS B2N 3T9
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Ramsey T & D Financial Investia Financial Services

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...”
In Business Since 2017
46 Inglis Pl, Truro, NS B2N 4B4
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Thompson's Accounting Services INC

Thompson's Accounting Services INC

(6)
  • Taxes
“I took my taxes to H & R block (just to see about instant refund), and it took them literally weeks and weeks and they were charging me a ridiculous price.”
119 Arthur St, Truro, NS B2N 1Y2
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Lane Financial

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,...”
Free Initial Consultation
482 Pictou Rd, Truro, NS B2N 2V1
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Equity Associates

Equity Associates

(1)
“Very accomodating with good advice.”
670 Prince St, Truro, NS B2N 1G6
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Manulife Securities Investment Services

Manulife Securities Investment Services

(1)
“Many thanks.”
14 Esplanade, Truro, NS B2N 2K3
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Cibc Wood Gundy Truro Branch

Cibc Wood Gundy Truro Branch

640 Prince St, Truro, NS B2N
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Trinity Wealth Partners

Trinity Wealth Partners

(14)
Estate-at-Ease, Financial Planning, Estate Planning
“Always have their clients best interest at heart.”
Licensed, BBB Accredited
Serving Truro Area
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J G Burke Investments & Financial Planning Limited

J G Burke Investments & Financial Planning Limited

(5)
“Both Greg and Amber and very knowledgeable, responsive to inquiries and make you feel like you are a person and that you matter to them - that you are not just a number or an account.”
In Business Since 2021
Serving Truro Area
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AEG Financial Services

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.”
Serving Truro Area
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Robert Sidney CFP

Robert Sidney CFP

(1)
“He and his team have always been responsive, extremely well-informed, and innovative.”
In Business Since 2000
Serving Truro Area
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Yhard Mortgages

Yhard Mortgages

(3)
“He will get you the best product (for you) as he has access to an abundance of lenders.”
Transparent Fees & Pricing
Serving Truro Area
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Design Your Future Financial Services

Design Your Future Financial Services

(6)
“Steve is very personable, up-front and very detail-oriented, exploring all options and finding a personalized strategy that has the best chance of succeeding.”
Serving Truro Area
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Assante Financial Management

Assante Financial Management

1687 Bedford Hwy Suite 1, Bedford, NS B4A 1G1
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Wiltshire Financial Management

Wiltshire Financial Management

(12)
  • Questions
  • Retired
  • Financial Advisor
“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.”
237 Brownlow Ave Unit 100, Dartmouth, NS B3B 2C6
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National Wealth Management

National Wealth Management

(3)
Portfolio Management, Travel Insurance, Group Benefits
“There is great reassurance in his guidance, his knowledge, his detailed explanations and his ability to relate to his clients.”
1959 Upper Water St #407, Halifax, NS B3J 3N2
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RMS Accounting & Bookkeeping

RMS Accounting & Bookkeeping

(3)
Tax Accounting, E-Commerce & Inventory Management, Company Setup (Domestic & Offshore)
“Did the Tax work with RMS...”
In Business Since 2020
34 Woodward Dr, Charlottetown, PE C1A 6A7
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Halifax Debt Freedom

Halifax Debt Freedom

(50)
  • 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.”
Free Initial Consultation
50 Eileen Stubbs Ave unit 130, Dartmouth, NS B3B 0M7
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Gordon Stirrett Wealth Management

Gordon Stirrett Wealth Management

(28)
  • Needs
  • Future
  • Advice
“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.”
In Business Since 1998
1741 Lower Water St Suite 210, Halifax, NS B3J 0J2
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Eastport Financial Group

Eastport Financial Group

(25)
  • Leadership
  • Family
  • Team
“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!”
In Business Since 2005
371 St Margarets Bay Rd suite 201, Halifax, NS B3N 1J8
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Wealth Creation Made Simple

Wealth Creation Made Simple

(24)
  • Goals
  • Knowledge
  • Team
“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.”
647 Bedford Hwy suite 101, Halifax, NS B3M 0A5
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Retirement Planning Solutions

Retirement Planning Solutions

(30)
  • Understand
  • Market
  • Portfolio
“Remi takes the time to review our portfolio on a regular basis, is extremely responsive to requests and organized, and clearly illustrates industry knowledge and is up to date with market trends.”
890 Main St Suite 200, Moncton, NB E1C 1G4
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Equis Group Benefits

Equis Group Benefits

(10)
Life Insurance, Health Spending Account, Disability Insurance
“Geoff has provided professional and honest service, helping us implement a group benefits plan for our small company.”
Free Initial Consultation
In Business Since 2008
Purdy's Wharf Tower 1, 1600-1959 Upper Water Street, Halifax, NS B3J 3N2
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Allan Marshall & Associates

Allan Marshall & Associates

(10)
“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.”
Free Initial Consultation
Licensed
Evergreen Place, 530 Portland St Suite 208, Dartmouth, NS B2Y 4V6
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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
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Average Cost $3524
Minimum cost $1175
Maximum cost $9984
Avg Per Hour Rates $353

Average range $2349 to $6460 is based on 361 cost profiles.

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Wealth Management Advisors near Truro

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