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Accotax CPA Professional Corporation

(46)

Small Business
Doubts
Picture

“Pushpinder will patiently answer all the questions, queries and take time to think about your needs and address them in the best way possible, giving wise counsel and solid advice.”

i

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Wilmot Financial Services

(48)

Interest
Decisions
Business

“We are so grateful to know that our financial future is being carefully planned for and constantly monitored by someone with proven experience, and who we know we can trust and count on.”

i

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Devine and Associates Financial Services

(48)

Retirement
Honesty
Interests

“He's highly educated, takes the time to educate you on products/services/markets, ensures he is supporting your best interests and strives to build a trusting relationship.”

i

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David Pipe

(34)

Advice
Financial Planning
Investment Property

“In addition to the many services other mortgage professionals provides, David went above and beyond in analyzing, advising and developed a holistic approach tailored for my mortgage needs.”

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Davlyn Financial Services

(33)

Information
Understand
Insurance

“He breaks everything down for you so it's easy to understand and provides more than enough information so you know you are making an informed decision.”

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Garcia Financial

(20)

Family
Questions
Prices

“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”

i

The 24 firms listed for Woolwich, 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: Woolwich, ON

The 24 firms on this page are rated from 4.1 to 5.0 across 540 reviews; 3 have 50 or more reviews and 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (94%), responsiveness (77%) and quality (59%). The topics that come up most in reviews of the firms on this page are "knowledge", "communication" and "understanding". 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are financial planning (3), insurance (3), estate planning (2), group benefits (2) and our process (2). 2 show a licence on their websites and 1 lists staff certifications (CFP). 9 have ten or more years of experience, the longest 27 years. 1 offers payment plans; 3 offer 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; 22 publish a contact page; 21 list a public email and 5 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 Woolwich offer a free first meeting?

3 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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Vancea Financial Group

(28)

Knowledge
Confidence
Portfolio

“They are very professional, knowledgeable, caring and prompt with answering questions we may have or following up with us with respect to our portfolio.”

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Cornerstone CPA Professional Corporation

(19)

Team
Knowledge
Matter

“Hiring a personal accountant ensures that you'll be lodging your tax returns correctly and will help check that you have claimed all of your entitlements.”

i

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Gateway Tax & Financial Services

(29)

Season
Communication
Pay

“My mom passed last year and they were very empathetic and made me aware of what I was eligible to claim regarding my taxes as I was a primary caregiver at my home.”

i

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Arete Financial

(31)

Understand
Knowledge
Goals

“My husband and I have both worked with different financial planners over the years but none were as thorough and knowledgeable as Rav Badial at Arete Financial.”

i

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Truvisory Financial Services

(20)

Goals
Knowledge
Needs

“Given his background in finance and ability to explain the need and help choose the right Financial products, our family is quite happy to have him as our financial advisor .”

i

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Martin Christopher Investments

(19)

Educated
Plan
Future

“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.”

i

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Caissa

(5)

“Kevin and his team are second to none and I wouldn't hesitate to recommend them to anyone who is looking for a top notch accounting firm to handle their business needs.”

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Tier One Planning

(13)

Educated
Team

“Morgan and Martha are 2 professionals that keep your best interests in mind and provide expert advice with relation to Taxes, investments, estate and risk insurance.”

i

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Howlett Financial Partners

(12)

Sound
Team
Confidence

“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.”

i

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Hexavision Enterprise

(8)

Retirement
To Learn
Facebook

“I have learned a lot and I'm positive that I would be not struggling unnecessarily when I retire and I would not burden my family if I'm no longer around just because I didn't put my affairs in order.”

i

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Shaughnessy Financial - Gary Shaughnessy

(11)

Team
Questions
Financial Services

“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.”

i

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Whitewater Financial

(4)

Team

“I have worked with Whitewater for several years and I have always been very pleased.”

i

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KLT Wealth Management

(14)

Portfolio
Team
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.”

i

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Blair Financial Services

(7)

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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Royal City Asset Management

(2)

“They really take the time to make sure you're comfortable and that you have a good understanding of where your money is going and how it can work for you and your future.”

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Opus Wealth Advisors

(6)

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

(1)

“Fantastic!”

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Ogilvie Barsness Financial Group

(1)

“Overall, a very warm and friendly atmosphere!!!”

i

Best Financial Advisors near Woolwich, ON

Accotax CPA Professional Corporation

Wilmot Financial Services

Devine and Associates Financial Services

David Pipe

Davlyn Financial Services

Garcia Financial

Area overview: Woolwich, ON

Vancea Financial Group

Cornerstone CPA Professional Corporation

Gateway Tax & Financial Services

Arete Financial

Truvisory Financial Services

Martin Christopher Investments

Caissa

Tier One Planning

Howlett Financial Partners

Hexavision Enterprise

Shaughnessy Financial - Gary Shaughnessy

Whitewater Financial

KLT Wealth Management

Blair Financial Services

Royal City Asset Management

Opus Wealth Advisors

BLA Private Wealth Raymond James

Ogilvie Barsness Financial Group

Why these companies made our list

Financial Advisors near Woolwich

Popular in Woolwich

Tools: Financial Advisors