Best Financial Advisors in Welland, ON

The highest-rated Financial Planning & Wealth Management companies out of 40 vetted & reviewed in the Welland area.

Desy's Bookkeeping & Tax Services

Desy's Bookkeeping & Tax Services

(9)
“My experience with Desy's bookkeeping and tax services, they are very accurate and efficient, they will be getting my business for now on from our family see you soon.”
Family Business
In Business Since 2021
North, 1059 Niagara St, Welland, ON L3C 1M5
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Gatt Wealth Management

Gatt Wealth Management

(1)
Long-Term Care Insurance, Retirement Planning, Life Insurance
“I've also referred him to some of my business clients who are greatly pleased with his level of service.”
In Business Since 2017
437 Welland Ave, St. Catharines, ON L2M 5V2
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Lepper Financial Services

Lepper Financial Services

(2)
“He is very patient and willing to answer all the questions you may have.”
In Business Since 2018
109 Northwood Dr, Welland, ON L3C 6S3
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Real Estate Investment Solutions

Real Estate Investment Solutions

(1)
“Rick guiding through the steps of my investment property purchase, helped arrange financing, assisted me to line up local contractors to convert the investment property I purchased to a solid income generating rental property,.”
Westwood Crescent, Welland, ON L3C 4R3
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SMR CPA

SMR CPA

“Our team and associates provides income tax planning that will help your company, and your family...”
In Business Since 2015
427 Welland Ave, St. Catharines, ON L2M 5V1
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Roman A. Groch

Roman A. Groch

“Mutual funds, exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.. Insurance products are provided through RomAnna Management Inc..”
In Business Since 2012
449 Thorold Rd, Welland, ON L3C 3W7
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Kemp Financial Group

Kemp Financial Group

(1)
“A Niagara Falls financial services company.”
Family Business
10++ Years Experience
3976 Portage Rd, Niagara Falls, ON L2J 2K9
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Niagara Region Money Coaches

Niagara Region Money Coaches

(30)
  • Strategies
  • Mind
  • Feel
“He analyzed our current portfolios and created new plans aligned with our risk profiles and that are substantially cheaper over the lifetime of our investments.”
In Business Since 2014
36 Hiscott St Suite 200, St. Catharines, ON L2R 1C8
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Fort Erie Business Centre

Fort Erie Business Centre

(7)
“Affordable and flexible co-working spaces, private offices, virtual office, and professional meeting room.”
Emergency Services
In Business Since 2022
Remote Consultations Available
1264 Garrison Rd Unit 10, Fort Erie, ON L2A 1P1
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Riz International

Riz International

(30)
  • Financial Markets
  • Community
  • Mentor
“Finally I decided to invest in myself and just went through a proper course and I wished I had done it sooner instead of trying to learn bits and pieces from YouTube.”
15+ Years Experience
3250 Schmon Pkwy, Thorold, ON L2V 4Y6
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Jay Newton Financial

Jay Newton Financial

(9)
Group Coverage, Life Insurance, Investments
“Jay Newton, and his team, brings a wealth of knowledge, experience, guidance and personal touch to help you navigate the waters of financial options and planning available.”
In Business Since 2004
6837 Thorold Stone Rd, Niagara Falls, ON L2J 1B2
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Primenet Financial

Primenet Financial

(4)
  • Future
“Having someone like Kevin in your corner that offers genuine advice with a caring and intelligent approach, is what sets him and his business apart from others.”
Free Initial Consultation
In Business Since 2022
110 James St Suite 412, St. Catharines, ON L2R 7E8
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RK Life Strategies

RK Life Strategies

(1)
Employee Benefits, Education Planning, Investment Planning
“A pleasure to do business with.”
20+ Years Experience
10 Dunlop Dr, St. Catharines, ON L2R 1A2
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Ross Taylor Financial Corporation

Ross Taylor Financial Corporation

“Insurance products, including segregated fund policies are offered through Ross Taylor Financial Corporation, and Jonathan Taylor offers mutual funds through Quadrus Investment Services Ltd. Quadrus Investment Services Ltd. and design, and Quadrus Gr...”
Free Initial Consultation
In Business Since 2002
4725 Dorchester Rd Unit B3, Niagara Falls, ON L2E 0A8
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Copper Beech Business Coaching and Succession Planning

Copper Beech Business Coaching and Succession Planning

(4)
  • Course
“As someone who values interpersonal skills and the approach of other professionals, I felt that Peter made a process we were quite nervous about painless and something we looked forward to every week.”
In Business Since 2011
4691 Ontario Ave, Niagara Falls, ON L2E 3R1
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Lifetime Financial Planning Group

Lifetime Financial Planning Group

(2)
“I have dealt with Lifetime Financial for years and have always been very happy.”
In Business Since 2007
3831 Portage Rd, Niagara Falls, ON L2J 2L1
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Matthew Lumley - Financial Services

Matthew Lumley - Financial Services

(1)
“He graciously accepted the challenge and engaged my students with his great communication skills and with how he explained concepts with great examples.”
In Business Since 2021
251 St Paul St W, St. Catharines, ON L2N 0B1
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Gollert Financial Services

Gollert Financial Services

“Company Name - St. Catharines, ON. Company Message. Other”
In Business Since 2005
The Dominion Building, 39 Queen St, St. Catharines, ON L2R 5G6
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Goodman Brown Financial

Goodman Brown Financial

(1)
“They will work for you with no bias or influence from big investment firms or the large banks.”
In Business Since 2006
Serving Welland Area
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Ironwood Wealth Management Group

Ironwood Wealth Management Group

“Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Investment Industry Regulatory Organization of Canada (“IIROC”). Investment services are provided through Ir...”
In Business Since 2001
Serving Welland Area
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Aurora Tancock Financial Services

Aurora Tancock Financial Services

(1)
“Quality and informative detail provided allowing you to make an informed financial decision.”
In Business Since 2014
11 Race St, St. Catharines, ON L2R 3M1
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Natasha Dicienzo, Wealth Advisor, Scotia Wealth Management

Natasha Dicienzo, Wealth Advisor, Scotia Wealth Management

(1)
“We met with Natasha to talk about our financial options, she was informative and professional and a pleasure to work with”
Licensed
In Business Since 2018
80 King St Suite 705, St. Catharines, ON L2R 7G1
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Basic Financial Services

Basic Financial Services

“As attractive and exciting retirement can be, it can also be overwhelming to plan for it. You have worked hard throughout your life. You worked hard and you saved hard. How long will your savings last? Are you concerned you will run out of money in r...”
In Business Since 2020
276 Geneva St, St. Catharines, ON L2N 2E8
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Twin Power Financial

Twin Power Financial

(20)
  • Investments
  • Questions
  • Business
“Paul and Jason Lalonde are not only knowledgeable, certified financial professionals, they are genuinely committed to helping build and maintain your wealth.”
Serving Welland Area
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Retirement Planning and Investment Management Services in Welland, ON Cost Estimates

Minimum cost
$1227
Maximum cost
$10428
National Average
$3681
Avg Per Hour Rates
$369
$2454
$6748
Average price range is based on 498 cost profiles
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Average Cost $3681
Minimum cost $1227
Maximum cost $10428
Avg Per Hour Rates $369

Average range $2454 to $6748 is based on 498 cost profiles.

Why these companies made our list

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