The Campanella Group
“I truly appreciate the way they handle all of my accounting, tax, book-keeping and financial statements.”
Best Financial Advisors near Waterdown, ON
None of these firms is based in Waterdown; they work from towns including Burlington, Hamilton and Oakville.
24 firms listed · 3 open weekends · 21 rated 4.5+
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Kingsman Associates
“Their assistance was invaluable, and they went above and beyond to ensure everything was taken care of smoothly.”
Energia Insurance Services INC
“Professional, efficient, competitive pricing, and highly customer-oriented—these are just a few highlights of this outstanding team!”
Igneski Financial
“Louie Igneski and His Team have provided me and all of my clients with Top Level professional advice and Unparalleled Customer Service!”
@private Wealth Management
“I have been working with Josué from the start of 2024, and I cannot speak highly enough of his expertise and professionalism.”
Degraaf Financial Strategies
“Leöny has helped me to make difficult financial decisions with deep knowledge and providing a broad perspective.”
The 24 firms listed for Waterdown, 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: Waterdown, ON
The 24 firms on this page are rated from 4.1 to 5.0 across 788 reviews; 2 have 50 or more reviews and 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (86%) and quality (60%). The topics that come up most in reviews of the firms on this page are "expertise" and "knowledge". 3 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are estate planning (4), financial planning (4), accounting (3), insurance planning (3) and retirement planning (3). Domain records put 9 websites of the firms on this page at ten or more years old; the oldest dates from 2002. 2 offer payment plans; 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 20 list a public email and 4 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 Waterdown take financial planning bookings online?
4 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.
Homebrook Financial Group
“Customer service was outstanding and dealing with Melanie Timmermans was a very awesome experience.”
The Accounting Place
“Been a client with The Accounting Place for years and have always been very happy with their service.”
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Kulla Financial
“Dean has been very helpful in guiding me to the best life and group benefits insurance.”
Safeguard Insurance and Financial Services
“Gaston is down to earth and able to explain even the most complex situations in a way anyone can understand.”
Reid Financial Strategies
“I have now recommended Mason and this service to all my friends and I'd recommend him to anyone else who is looking for an honest, straight forward, no nonsense person to prepare their taxes.”
Mortgage Winners
“They were so attentive to our needs, and were always so quick to respond and answer any of our questions.”
Ben Jacobs, MA, Financial Advisor
“He genuinely cares about his clients financial success and is always looking for ways to help them improve their financial situation.”
Maduri Financial Group
“Always looks out for the best of his clients.”
Wescan Accountant Professional
“I go for business advice and get my taxes done here, Super professional, always helpful and are fast, would definitely recommend coming here😊 …”
Dean Paley, Cpa, CGA
“Highly recommend working with Dean - highly responsive and client-centred, extremely knowledge, will go the extra mile to meet all of your accounting needs.”
Watson Investments
“She explains everything in detail and makes sure I understood all the options available to me.”
Hudson Wealth and Trust Planning Group
“He brings a wealth of knowledge and strategy with a unique approach that allows me to enjoy today while saving for the future.”
Joseph Truscott, Chartered Accountant and Management Consultants
“Joe and his team have been doing my small business accounting for over 5 years, and they are great.”
Bold Barrel Financial - Kevin Schuster
“Kevin is very easy to talk to and he wants to make sure that we fully understand everything we are talking about with regards to our financial planning.”
Maddy's Roadmap
“With their help, we not only kept our house but also purchased a new one, and we are now debt-free and equipped with the tools to stay on the right financial path.”
Greentree Wealth Management
“Overall, he is a key person ensuring the stages of our lives are spent doing what we plan, hope and wish, ensuring there are safeguard for unplanned life events.”
IPC Securities Corporation - Paolo Sabatini
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Metherell Financial
“Regardless of the size of your portfolio the team at Metherell Financial are always looking out for you and always willing to address any questions or concerns.”
Why these companies made our list
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