Welland, ON

Popular Cities

Welland, ON
Join as a Pro

Best Financial Advisors in Welland, ON

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

View Profile
Desy's Bookkeeping & Tax Services

Desy's Bookkeeping & Tax Services

(21)
  • Family
  • Tax Returns
“I only used them for my personal taxes but I am starting a new company and I will only use them for my professional bookkeeping that how much I trust and respect them.”
Family Business
North, 1059 Niagara St, Welland, ON L3C 1M5
i
View Profile
SMR CPA

SMR CPA

(4)
Controllership Services, Business Plan Development, Bookkeeping Services
“My company (and I) had been dealing with this Accounting Firm for over 20 years and dealt with Kim Saunders (and new owners Shehzad and Associates) during the last few years.”
427 Welland Ave, St. Catharines, ON L2M 5V1
i
View Profile
Gatt Wealth Management

Gatt Wealth Management

(1)
Long-Term Care Insurance, Retirement Strategy, 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
i
View Profile
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
i
View Profile
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
i
View Profile
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
i
View Profile
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
i
View Profile
Niagara Region Money Coaches

Niagara Region Money Coaches

(48)
  • Goals
  • Confident
  • Education
“Working with Trevor was an eye-opener for both of us, providing us with the tools and understanding to budget, plan major purchases, simplify our investment strategy, and minimise costs.”
In Business Since 2014
36 Hiscott St Suite 200, St. Catharines, ON L2R 1C8
i
View Profile
Riz International

Riz International

(50)
  • Mindset
  • Risk
  • Masterclass
“His Masterclasses are exceptionally informative, easy to understand, and the Elite community he has created and fostered has been life changing for myself and for so many others.”
In Business Since 2015
3250 Schmon Pkwy, Thorold, ON L2V 4Y6
i
View Profile
Fort Erie Business Centre

Fort Erie Business Centre

(6)
“Whether you need an office for a day or a month, the Fort Erie Business Centre will meet your needs.”
Emergency Services
In Business Since 2022
Remote Consultations Available
the Plaza, 1264 Garrison Rd Unit 10, Fort Erie, ON L2A 1P1
i
View Profile
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.”
6837 Thorold Stone Rd, Niagara Falls, ON L2J 1B2
i
View Profile
Primenet Financial

Primenet Financial

(8)
  • 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
i
View Profile
Ross Taylor Financial Corporation

Ross Taylor Financial Corporation

“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 ...”
Free Initial Consultation
Transparent Fees & Pricing
4725 Dorchester Rd Unit B3, Niagara Falls, ON L2E 0A8
i
View Profile
Prosim Financial Group

Prosim Financial Group

(8)
  • Business
  • Team
“Exceptional service, Prosim was both professional and easy to work with when inquiring about life insurance for both myself and my girlfriend after becoming home owners!”
20 Corporate Park Dr Suite 201, St. Catharines, ON L2S 3W2
i
View Profile
RK Life Strategies

RK Life Strategies

(2)
Employee Benefits, Education Planning, Investment Planning
“A pleasure to do business with.”
20+ Years Experience
10 Dunlop Dr, St. Catharines, ON L2R 1A2
i
View Profile
David Wyatt

David Wyatt

(1)
Financial Planning, Wealth Management, Estate Planning
“This team is very knowledgeable and attentive to service.”
23 Church St, St. Catharines, ON L2R 3B4
i
View Profile
Bluestone Financial

Bluestone Financial

(5)
“I have trusted them with my finances for years.”
96 Queen St, St. Catharines, ON L2R 5H3
i
View Profile
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
i
View Profile
Vision Financial Planning

Vision Financial Planning

Personal Financial Planning, CFO Services, Bookkeeping
“RGE & Associates provides the tools and resources to optimize your business. We offer CFO, Financial Planning, Bookkeeping Services across St. Catherines, Ontario.”
In Business Since 2016
96 Church St, St. Catharines, ON L2R 3C8
i
View Profile
Crawford Smith & Swallow

Crawford Smith & Swallow

(9)
Taxation, Assurance, Agriculture
“Special thanks to Lyte, Carmen and Anne.”
In Business Since 1995
43 Church St #400, St. Catharines, ON L2R
i
View Profile
Lifetime Financial Planning Group

Lifetime Financial Planning Group

(2)
“I have dealt with Lifetime Financial for years and have always been very happy.”
3831 Portage Rd, Niagara Falls, ON L2J 2L1
i
View Profile
Primerica

Primerica

(1)
“Michael Vanderloos went above and beyond to explain my investment vehicles and help me optimize!”
In Business Since 1993
3550 Schmon Pkwy Unit 1A, 2nd Floor, Thorold, ON L2V 4Y6
i
View Profile
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
i
View Profile
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
i

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
Embed on your site

Your Embed Code

Click to copy
Successfully copied!
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

Is this page useful? Yes
No
Is there anything wrong with this page?

Wealth Management Advisors near Welland

Popular in Welland

, ON
Back To Top