Woodstock, ON

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Woodstock, ON
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Best Financial Advisors in Woodstock, ON

Handpicked from 56 vetted & reviewed Financial Planning & Wealth Management firms in the Woodstock area, discover the top 5 elite providers among the selected group of 24 finalists.

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Green Private Wealth

Green Private Wealth

(27)
  • Up to Date
  • Investment
  • Emails
“Can't say enough about Kris and Caryl, their vast knowledge and professional approach are second to none, always there for even "the not so smart" questions.”
In Business Since 2014
Free Initial Consultation
112 Springbank Ave, Woodstock, ON N4S 7P8
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Barney Financial Group

Barney Financial Group

(16)
  • Team
  • Technology
“A true Bookkeeping Professional, providing seamless accounting services and solutions, her knowledge of accounting, and experience with new technology and systems is allowing us to operate efficiently.”
Transparent Fees & Pricing
476 Peel St 3rd floor, Woodstock, ON N4S 1K1
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Mw&co. Wealth Management

Mw&co. Wealth Management

(3)
Chartered Professional Accountants, Insurance Pensions Benefits, Wealth Management
“We have remained with this office even when we have moved two hours west of Woodstock.”
In Business Since 2011
1321 Dundas St Unit B, Woodstock, ON N4S 7V9
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GEM Financial Group

GEM Financial Group

Loans & Mortgages, Portfolio Management, Tax Preparation & Planning
“Beyond traditional investments, Our team along with Optimize Wealth tailor strategies to align with your financial goals, lifestyle, and values. Our comprehensive planning considers all facets of your life, ensuring a balanced, empowered, and fulfill...”
In Business Since 2000
42 Riddell St, Woodstock, ON N4S 6M1
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J Laffin Financial

J Laffin Financial

“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
10 Bigham Crescent, Woodstock, ON N4S 8H1
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
98 (100)
Minimum Reputation Rank
98.9 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Sun Life Financial

Sun Life Financial

(1)
“By far one of the best customer service people I've ever met and it's so refreshing because they're hard to find in this day and age.”
566 Peel St, Woodstock, ON N4S 1K4
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Derek Brown

Derek Brown

“I offer expert advice that works for you now and in the future – because financial freedom should leave room for you to live. This means having control over your money, doing what makes you happy and focusing on your family, not just your pocketbook....”
In Business Since 2021
69 Light St Suite 11, Woodstock, ON N4S 6G9
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Raymer Financial | iA Private Wealth

Raymer Financial | iA Private Wealth

(3)
Insurance Coverage, Financial Planning, Tax Planning
“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.”
In Business Since 2001
Serving Woodstock Area
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Hamilton Insurance & Financial Management

Hamilton Insurance & Financial Management

(1)
“I am also thankful for how Mike makes it easy to understand our investment portfolio and keeps in regular contact with us.”
Serving Woodstock Area
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Ayr Financial Services

Ayr Financial Services

Retirement Income, Private Wealth, Charitable Giving
“Choose to work with us, and you're choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.”
Transparent Fees & Pricing
Serving Woodstock Area
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Livy Financial Planning

Livy Financial Planning

“Spending time with friends provides time to reflect on life and current events, sparking dialogue on causes that matter most to you. We'll work together to help you provide support to organizations or charities of your choice!”
In Business Since 2019
Serving Woodstock Area
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ALT Caret CPA Bookkeeping, Accounting and Tax Services

ALT Caret CPA Bookkeeping, Accounting and Tax Services

(5)
NOT FOR Profit, TAX, Service Locations
“Great services with affordable prices.”
In Business Since 2017
Offers Financing Options
Transparent Fees & Pricing
20 Hanson Ave #5, Kitchener, ON N2C
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Cornerstone Capital Financial Group

Cornerstone Capital Financial Group

(5)
“Her innovative ideas have come to fruition for our family and continue to carry on.”
Free Initial Consultation
214 Brant Ave, Brantford, ON N3T 3H9
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Success Foundations Wealth Management

Success Foundations Wealth Management

(7)
  • Understanding
  • Retirement
  • Family
“He takes the time to ensure that he understands my financial goals, risk tolerance levels and any other information that would impact my financial goals”
240 Waterloo St Unit 105, London, ON N6B 2N4
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BLA Private Wealth Raymond James

BLA Private Wealth Raymond James

(1)
Retirement Planning, Education Planning, Trust Services
“Fantastic!”
20 Erb St. W #1001, Waterloo, ON N2L 1T2
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Suprun Wealth Management

Suprun Wealth Management

(1)
“Great advice, better people!”
In Business Since 2009
Serving Woodstock Area
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Welker & Associates

Welker & Associates

(50)
  • Information
  • Financial
  • Future
“I just want to say I have dealt with Sue through my troubles financial times and she is such a kind caring person to deal with and I have also dealt with Anca who was very nice to talk to as well.”
Free Initial Consultation
484 Waterloo St, London, ON N6B 2P6
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Accotax CPA Professional Corporation

Accotax CPA Professional Corporation

(46)
Accounting, Bookkeeping, Financial Advisory Services
“We have been working with Pushpinder for several years now including filing the returns for our numerous real estate holdings and I highly recommend his services.”
In Business Since 2023
Free Initial Consultation
900 Jamieson Pkwy Unit 12, Cambridge, ON N3C 4N6
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Irvin Accounting & Tax Services

Irvin Accounting & Tax Services

(48)
  • Call
  • Efficient
  • Team
“I wholeheartedly endorse Navneet for anyone in search of a dependable, knowledgeable, and devoted accountant who genuinely prioritizes their clients' financial well-being and provides cost-effective services.”
In Business Since 2017
Free Initial Consultation
539 King St E, Kitchener, ON N2G 2L9
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Nexmil

Nexmil

(46)
  • Company
  • Team
  • Financial Plan
“I think what I find most invaluable, is the ability to explain to you in as much , or in as little detail - what your unique strategies and options should be in order to stay on the right path for the future.”
140 Optimist Park Dr, London, ON N6K 4M1
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Jcmortgages.ca

Jcmortgages.ca

(50)
  • Responsive
  • Team
  • Lawyer
“She was so quick to get back to me whenever I reached out to her ( and it was a lot ) Honestly she made such a stressful and scary situation such an ease on us and I couldn't have found anyone better to help me during this process.”
In Business Since 2009
Offers Financing Options
Licensed
Kitchener, ON
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Fine Motors of London

Fine Motors of London

(43)
  • Suv
  • Price
  • Understanding
“Just got a newer SUV from here 🌟Alia was the most honest n passionate sale lady to deal with 🤩 This is the third purchase from Fine Motors for vehicles in our house.”
In Business Since 2008
562 Hamilton Rd, London, ON N5Z 1S6
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ND Professional Corporation CPA

ND Professional Corporation CPA

(38)
  • Student
  • Tax Filing
  • People
“From the first phone call I made to them they simplified everything and made it really easy for me to get my taxes done on time and with all the accurate information.”
161 Marcy Crescent, Cambridge, ON N3C 4H6
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Davlyn Financial Services

Davlyn Financial Services

(33)
Group Benefits, Insurance, Retirement Income Planning
“David has provided us a solid foundation for our retirement investments, and comes to us regularly with suggestions on things that we can tweak / improve.”
In Business Since 2008
1730 Bishop St N #3, Cambridge, ON N1T 1N5
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Retirement Planning and Investment Management Services in Woodstock, ON Cost Estimates

Minimum cost
$1221
Maximum cost
$10379
National Average
$3664
Avg Per Hour Rates
$367
$2442
$6716
Fair price range is based on 529 cost profiles
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Average Cost $3664
Minimum cost $1221
Maximum cost $10379
Avg Per Hour Rates $367

Fair range $2442 to $6716 is based on 529 cost profiles.

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