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Life's Journey Financial Services

“Tonia has deep roots and strong family values. Along with her husband Bob and their daughters, the Ferguson's are well known for their community involvement. Tonia grew up on a farm in Uxbridge and loves spending time outdoors. She recently dusted of...”

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Sharptax Consulting

(50)

Accountant
Questions
Efficient

“With the professional support and advice of Sharptax consulting we were not only able to submit the late returns but also got the refund of more than $10K.”

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Safri Financial

(47)

Insurance
Honest
Questions

“When I met him first for some advise on financial matters/investments, first he conducted a stress test on me rather than concentrating on investment, which I believe was a very good step of a financial advisor.”

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Ultimate Mortgage Group - AGB Team

(20)

Success
Communication
Expertise

“I have full confidence that Adam has the experience and knowledge to help people secure financing, whether it is on a primary residence, investment property, or securing construction loans.”

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Larmond Risk Management Insurance

(19)

Policy
Family
Financial

“Also, as someone who is younger and at an early stage of my career, I sometimes find financial professionals to be condescending as they assume I have little knowledge of personal financial topics.”

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Unique Accounting Services

(13)

Questions

“I quickly learned that Mohamed is very happy to share his knowledge and no matter how busy he is, he always makes the time to talk, always calling me back promptly and we always have a good laugh!”

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The 24 firms listed for Uxbridge, 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: Uxbridge, ON

17 of the 24 firms on this page have a rating, from 4.2 to 5.0 across 261 reviews; 2 have 50 or more reviews and 16 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (84%) and quality (72%). The topics that come up most in reviews of the firms on this page are "knowledge" and "communication". 3 are open on Saturdays and 2 on Sundays. 2 show a licence on their websites. 10 have ten or more years of experience, the longest 30 years. 1 offers payment plans; 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 21 of the firms on this page; 20 publish a contact page; 17 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do any financial advisers listed for Uxbridge offer a free first meeting?

3 of the 24 firms listed here offer a free introductory meeting. Expect a conversation about your situation, the firm's approach and its compensation, rather than recommendations. Bring your statements anyway, since it makes the discussion concrete.

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TK Dale Wealth

(14)

Information
Markets
Knowledge

“I've seen my investments grow over the year we have been working together, not to mention he's a great guy and very personable as well as being incredibly knowledgable and passionate about what he does.”

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Johnathan Pollock - Thompson & Pollock Wealth

(11)

Concepts
Advisor
The Future

“Given my limited financial knowledge, he has been able to simplify all concepts and making it easier for me to understand and navigate through various financial matters.”

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Inclusive Law Port Perry

(5)

“Something that lawyers often fall short on as they can be terrific at protecting people legally but it can come at the cost of the relationships involved (be it personal or business).”

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Vizhen Books

(14)

Communication
Company
Team

“We hired Vizhen Books to be our accounting firm to manage the financials for an ongoing grant we received, which allowed our father to be cared for in his home in his final years.”

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Christopher Simpson, CIM

(6)

Team
Portfolio
Results

“At the same time, he is a caring individual and he takes all the time necessary to make sure that we are informed and comfortable with all of his suggestions.”

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Wilimek Financial

(10)

Understand
Questions
School

“I thought I had enough insight into my finances but after taking Paula's course she really helped me understand where my weakness' were and not feel badly about not knowing.”

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Gillespie Adams & Associates

(2)

“I have to say that in the past I've been discouraged by financial planners because at the end of the year they made more off of their fees than I did on my investments!”

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Roche Financial Group

(1)

“But better safe than sorry for accuracy”

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Goodwin Porter Hetu, Chartered Professional Accountants

(2)

“Duncan is so friendly and easy to work with.”

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Wealth Maximization Group

“Aligned Capital Partners Inc. ("ACPI") is a full-service investment dealer and a member of the Canadian Investor Protection Fund ("CIPF") and the Canadian Investment Regulatory Organization ("CIRO"). Investment services are provided through Wealth Ma...”

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Hayhoe Financial / iA Investia

“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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McKay Wealth Management - RBC Dominion Securities

“Despite signs of a slowing economy, corporate bond issuance kicked off the month at a record pace. We look at how the market has absorbed the new debt and what factors are likely to drive bond performance ahead.”

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White R J Financial

(1)

“Great professional and awesome service.”

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Roberts Pro Wealth

(1)

“Greg is very knowledgable and will help you maximize return.”

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J. Paulino & Associates Wealth Management

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Braestone Family Wealth

“We are committed to guiding you through all of your life's transitions and challenges, creating a solid comprehensive wealth strategy to achieve your retirement goals and to look after your family for generations to come. We do this by helping you Se...”

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B Inspired Finance Group

“The NASA leadership model customized for finance provides a leadership development blueprint for corporate finance leaders and teams. Finance Leadership transformation is all about elevating your team to becoming highly valued strategic business part...”

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Satara Capital

“We are committed to providing a personalized experience for individuals and their families. Our efforts focus on developing, modernizing and upgrading our range of services with the aim of adding to your convenience - redefining the whole concept of ...”

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Average Cost	$3615
Minimum cost	$1205
Maximum cost	$10243
Avg Per Hour Rates	$362

Best Financial Advisors near Uxbridge, ON

Life's Journey Financial Services

Sharptax Consulting

Safri Financial

Ultimate Mortgage Group - AGB Team

Larmond Risk Management Insurance

Unique Accounting Services

Area overview: Uxbridge, ON

TK Dale Wealth

Johnathan Pollock - Thompson & Pollock Wealth

Inclusive Law Port Perry

Vizhen Books

Christopher Simpson, CIM

Wilimek Financial

Gillespie Adams & Associates

Roche Financial Group

Goodwin Porter Hetu, Chartered Professional Accountants

Wealth Maximization Group

Hayhoe Financial / iA Investia

McKay Wealth Management - RBC Dominion Securities

White R J Financial

Roberts Pro Wealth

J. Paulino & Associates Wealth Management

Braestone Family Wealth

B Inspired Finance Group

Satara Capital

Retirement Planning and Investment Management Services in Uxbridge, ON Cost Estimates

Why these companies made our list

Financial Advisors near Uxbridge

Popular in Uxbridge