Best Financial Advisors in Truro, NS

The highest-rated Financial Planning & Wealth Management companies out of 359 vetted & reviewed in the Truro area.

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
i
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
i
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
i
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
In Business Since 2014
482 Pictou Rd, Truro, NS B2N 2V1
i
Equity Associates

Equity Associates

(1)
“Very accomodating with good advice.”
670 Prince St, Truro, NS B2N 1G6
i
Cibc Wood Gundy Truro Branch

Cibc Wood Gundy Truro Branch

640 Prince St, Truro, NS B2N 5E8
i
Trinity Wealth Partners

Trinity Wealth Partners

(14)
Financial Planning, Socially Responsible Investing, Estate Planning
“Always have their clients best interest at heart.”
In Business Since 2013
Serving Truro Area
i
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
In Business Since 2010
Serving Truro Area
i
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
i
Design Your Future Financial Services

Design Your Future Financial Services

(4)
“I have more money in my bank account than ever before, I forget when it is payday and I no longer get anxious thinking about money and my financial position… and it was so easy to implement with Steve's guidance and support throughout the entire proc...”
In Business Since 2021
Serving Truro Area
i
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.”
In Business Since 2008
Serving Truro Area
i
Robert Sidney CFP - Manulife Securities

Robert Sidney CFP - Manulife Securities

(1)
“He and his team have always been responsive, extremely well-informed, and innovative.”
In Business Since 2000
Serving Truro Area
i
RMS Accounting & Bookkeeping

RMS Accounting & Bookkeeping

(5)
“I did my Tax Returns from here and received my it in couple of weeks.”
Free Initial Consultation
In Business Since 2020
Charlottetown, PE
i
Halifax Debt Freedom

Halifax Debt Freedom

(30)
  • Options
  • Job
  • Questions
“So, my genuine, sincere and heartfelt thanks to David and his team at Halifax 4 PILLARS for being there for me in my time of need - You have helped prepare me for a new chapter in my life, without the stress of debt following me.”
Free Initial Consultation
In Business Since 2016
50 Eileen Stubbs Ave Unit 130, Dartmouth, NS B3B 0M7
i
Gordon Stirrett Wealth Management

Gordon Stirrett Wealth Management

(27)
  • Team
  • Company
  • 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.”
In Business Since 1998
1741 Lower Water St Suite 210, Halifax, NS B3J 0J2
i
Eastport Financial Group

Eastport Financial Group

(23)
  • 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
i
Retirement Planning Solutions

Retirement Planning Solutions

(30)
  • Investments
  • Market
  • Questions
“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.”
In Business Since 2016
890 Main St Suite 200, Moncton, NB E1C 1G4
i
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
i
Allan Marshall & Associates

Allan Marshall & Associates

(6)
Helpful Resources, Debt Calculator, Consultation
“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
In Business Since 2002
Evergreen Place, 530 Portland St Suite 208, Dartmouth, NS B2Y 4V6
i
E6 International

E6 International

Virtual Cloud Accounting, Services Overview, Virtual CFO
“If you've been considering making the move to a cloud-based accounting system, you're not alone. Cloud technology has impacted many business functions, including making managing financial aspects of your business easier and more efficient. Cloud-base...”
Transparent Fees & Pricing
In Business Since 2016
Remote Consultations Available
50 Rue du Marché Suite 210, Dieppe, NB E1A 9K2
i
Drisdelle Wealth Management

Drisdelle Wealth Management

(2)
“He covered information on RESP for my daughter as well as tax information that assisted me in saving $1,000s in income tax.”
Emergency Services
In Business Since 2021
180 Valmont Crescent, Dieppe, NB E1A 1N2
i
Solveyourdebts.com

Solveyourdebts.com

(1)
“They helped me pay down my debt, while giving budgeting advice the whole way.”
Licensed, BBB Accredited
In Business Since 2001
Metropolitan Place, 99 Wyse Rd Suite 102, Dartmouth, NS B3A 4S5
i
Healy Financial Planning

Healy Financial Planning

(2)
“Just finished our (not quite annual) review and am impressed with the organization (of our data), the information given, the full presentation and the follow up from the Healy staff.”
Free Initial Consultation
In Business Since 2000
Family Business
5657 Spring Garden Rd Suite 501, Halifax, NS B3J 3R4
i
Wealth Creation Made Simple

Wealth Creation Made Simple

(10)
“I have watched this progression grow and with their guidance and invaluable advice have been able to not think about it ,get on with my life and enjoy knowing my interests are in trusting hands.”
In Business Since 2009
647 Bedford Hwy suite 101, Halifax, NS B3M 0A5
i

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
Click to copy
Successfully copied!
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.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top