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Garcia Financial
- Family
- Prices
- Questions
“Everytime he did my taxes, not only did he tell me when he finished all my paper work and documents, he got it completed swiftly, and my return was swift also”
Best Financial Advisors near Wilmot, ON
These firms serve Wilmot from nearby bases in towns including Waterloo, Kitchener and New Hamburg.
24 firms listed · 23 rated 4.5+ · 1 shows a licence
Data verified October 21, 2026
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Martin Christopher Investments
- Educated
- Business
- House
“He has educated me on multiple aspects on financial planning, he listens to my story & where I'm at, and has helped create a plan as I maneuver through a new business operation.”
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Howlett Financial Partners
- Team
- Passion
- Goal
“I am hugely impressed with Nate's substantial knowledge, his sound financial wisdom, and his consistent patience with my myriad questions as he guides me through this investment labyrinth.”
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Shaughnessy Financial - Gary Shaughnessy
- Team
- Financial Services
- Questions
“Gary has dealt with my Financials for 20 plus years, he is great to deal with, very professional, and always takes time to give my family and I the best options for our future.”
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KLT Wealth Management
- Portfolio
- Family
- Retirement
“I have dealt with KLT Wealth Manager Joe for the last 20 years and have had absolutely 100 satisfaction with great financial advice, spontaneous service and willing to help at all times.”
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Whitewater Financial
- Team
“I have worked with Whitewater for several years and I have always been very pleased.”
The 24 firms listed for Wilmot, 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: Wilmot, ON
The 24 firms on this page are rated from 4.1 to 5.0 across 138 reviews; 23 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (91%), responsiveness (77%) and quality (66%). The services the firms on this page list most often on their websites are financial planning (3), education planning (2), insurance solutions (2), our process (2) and portfolio management (2). 1 shows a licence on its website. 11 have ten or more years of experience, the longest 28 years. 2 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; 22 publish a contact page; 19 list a public email and 2 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 any financial advisers listed for Wilmot offer a free first meeting?
2 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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Blair Financial Services
- Financial Advisor
- Family
“Over the years Iain has gone above and beyond in order to continuously keep my portfolio working to meet my goals and needs which have changed over the years.”
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Opus Wealth Advisors
- Trust
- Team
“Murray and his team have also helped me through that difficult period with the professional support and courtesy that I have come to expect from our lengthy and productive relationship”
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BLA Private Wealth Raymond James
“Fantastic!”
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Ogilvie Barsness Financial Group
“Overall, a very warm and friendly atmosphere!!!”
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Eby Financial
“He has provided my family with exceptional service for well over a decade now.”
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Frost Wealth Management - iA Private Wealth
“I have been a client for years now and they have been fast to respond & execute on anything I need done.”
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MAC
“Thanks for job”
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Advance Financial
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Cerullo Financial Services
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Hayhoe Team - Mandeville Private Client
“From investments and tax advice to setting up my family trust all was so smooth and informative.”
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Elliott Financial Consultants
“He listens to us and then creates a financial plan that suits our family.”
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Grey Silo Wealth
“Wonderful service!”
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Raymer Financial | iA Private Wealth
“Celebrating with my milestones and supporting, advising and guiding through life's uncertain obstacles, Their envirnment is one of warmth, where you feel at home to dicuss anything.”
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Wise Wealth Financial Solutions
“Brock is incredibly knowledgeable within the financial world.”
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Essential Wealth Group - IA Private Wealth
“Nicky has been a great educator in respect to my finances.”
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Wealth Your Way
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Baker & Edwards Financial
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Parsons Financial Group, iA Private Wealth
Why these companies made our list
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