Financial Advisors Near You

Browse trusted financial advisors near you — with ratings, reviews, and contact info.

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Synergy Mortgage Group

financial_advisor·Hamilton

★★★★★5(902)

Synergy Mortgage Group is a trusted financial advisor in Hamilton, ON, with a perfect 5-star rating from 902 reviews. Our expert team delivers personalized mortgage solutions to help you achieve your financial goals.

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Ascendant Financial Inc: Financial Planner - Edmonton

financial_advisor·Edmonton

★★★★★5(713)

Ascendant Financial Inc is a highly-rated financial planner in Edmonton, AB, trusted by hundreds of clients with 5-star reviews. Our expert advisors provide personalized financial planning to help you achieve your goals.

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Sands & Associates - Consumer Proposals, Debt Help & Licensed Insolvency Trustees

financial_advisor·Surrey

★★★★★5(666)

Sands & Associates is a Licensed Insolvency Trustee in Surrey, BC, specializing in consumer proposals and debt help solutions. With a perfect 5-star rating from 666 reviews, they're trusted by the community for professional financial guidance.

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Groupe Financier Stratège

financial_advisor·Quebec City

★★★★★5(511)

Groupe Financier Stratège is a highly-rated financial advisor in Quebec City, QC, trusted by hundreds of clients with exceptional 5-star reviews. Expert guidance for your financial planning needs.

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Elie Ibrahim - Courtier hypothécaire - Mortgage broker

financial_advisor·Gatineau

★★★★★5(507)

Elie Ibrahim is a highly-rated mortgage broker in Gatineau, QC, helping clients secure financing solutions with expert guidance. With a perfect 5/5 rating from 507 reviews, he's trusted for professional mortgage brokerage services.

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Yogesh Bansal, CPA, CGA; CFP - FINANCIAL PLANNER

financial_advisor·Surrey

★★★★★5(426)

Yogesh Bansal is a highly-rated CPA, CGA, and CFP financial planner in Surrey, BC, with a 5-star Google rating from 426 reviews. He provides expert financial planning and accounting services to help clients achieve their financial goals.

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MNP Dettes Syndic autorisé en insolvabilité Faillite & Proposition Consommateur

financial_advisor·Longueuil

★★★★★5(358)

MNP Dettes offers authorized insolvency and consumer proposal services in Longueuil, QC, helping clients navigate financial challenges with expert guidance. With a 5-star rating from 358 reviews, they're a trusted partner for debt relief solutions.

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Chris Marriner - Lethbridge Mortgage Broker

financial_advisor·Lethbridge

★★★★★5(355)

Chris Marriner is a top-rated mortgage broker in Lethbridge, AB, with a perfect 5-star rating from 355 reviews. He provides expert mortgage guidance to help clients secure financing solutions tailored to their needs.

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CFS Wealth Management Inc.

financial_advisor·Montreal

★★★★★5(309)

CFS Wealth Management Inc. is a 5-star rated financial advisor in Montreal, QC, trusted by hundreds of satisfied clients. Expert wealth management guidance tailored to your financial goals and future security.

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Wiegers Financial & Benefits

financial_advisor·Saskatoon

★★★★★5(305)

Wiegers Financial & Benefits is a highly-rated financial advisor in Saskatoon, SK, trusted by clients with an impressive 5/5 Google rating. Discover personalized financial guidance from a team committed to your financial success.

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Patrick Dumond - Courtier Hypothécaire

financial_advisor·Gatineau

★★★★★5(302)

Patrick Dumond is a trusted mortgage broker in Gatineau, QC, with exceptional 5-star ratings from over 300 satisfied clients. He provides expert mortgage guidance and financial advisory services to help you achieve your homeownership goals.

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Longevity Wealth

financial_advisor·Mississauga

★★★★★5(297)

Longevity Wealth is a highly-rated financial advisor in Mississauga, ON, trusted by hundreds of satisfied clients. With a perfect 5-star rating from 297 reviews, they provide expert guidance to help you achieve your financial goals.

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Novella Wealth | Vancouver Wealth Management | Retirement | Insurance | 溫哥華專業理財團隊

financial_advisor·Vancouver

★★★★★5(288)

Novella Wealth is a top-rated Vancouver wealth management firm specializing in retirement planning and insurance solutions. With a perfect 5-star rating from 288 reviews, they deliver trusted financial guidance to help clients achieve their goals.

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Groupe financier Millénium | Planificateur financier à Québec

financial_advisor·Quebec City

★★★★★5(285)

Groupe financier Millénium is a highly-rated financial advisor in Quebec City with 5-star reviews from 285 clients. Trust their expert planification financière services for personalized financial guidance and solutions.

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ArcherMD

financial_advisor·Montreal

★★★★★5(283)

ArcherMD is a highly-rated financial advisor in Montreal, QC, trusted by hundreds of clients with a perfect 5-star rating. Get expert financial guidance from a dedicated professional committed to your financial goals.

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Novel Wealth

financial_advisor·Montreal

★★★★★5(251)

Novel Wealth is a highly-rated financial advisor in Montreal, QC, trusted by clients with a perfect 5/5 rating across 251 reviews. Get personalized financial guidance from experienced professionals dedicated to your wealth management goals.

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Tetrault Wealth

financial_advisor·Winnipeg

★★★★★5(243)

Tetrault Wealth is a highly-rated financial advisor in Winnipeg, MB, trusted by clients with a perfect 5-star rating. Get personalized financial guidance from an experienced team dedicated to your wealth management needs.

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Francis Perreault-Varin courtier Multi-prêts hypothèques

financial_advisor·Laval

★★★★★5(242)

Francis Perreault-Varin is a trusted mortgage broker in Laval offering multi-loan mortgage solutions. With a perfect 5-star rating from 242 reviews, he provides expert financial guidance tailored to your needs.

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Godfroy Financial Limited

financial_advisor·Windsor

★★★★★5(235)

Godfroy Financial Limited is a highly-rated financial advisor in Windsor, ON, serving clients with personalized financial guidance. With a perfect 5-star rating from 235 reviews, they're trusted for expert advice and exceptional service.

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Badre Kaghat - Courtier hypothécaire Multi-Prêts

financial_advisor·Longueuil

★★★★★5(218)

Badre Kaghat at Multi-Prêts is a highly-rated mortgage broker in Longueuil, QC, trusted by clients with a perfect 5/5 rating. Expert financial guidance for your mortgage needs backed by 218 satisfied customer reviews.

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Well Built Wealth

financial_advisor·Abbotsford

★★★★★5(215)

Well Built Wealth is a trusted financial advisor in Abbotsford, BC, with an excellent 5-star rating from 215 satisfied clients. Discover personalized financial guidance to help build and protect your wealth.

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Parallel Wealth Financial Group Inc.

financial_advisor·Surrey

★★★★★5(214)

Parallel Wealth Financial Group Inc. is a highly-rated financial advisor in Surrey, BC, trusted by clients with a perfect 5-star rating. Expert guidance for your financial goals and planning needs.

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easyfinancial Services

financial_advisor·Summerside

★★★★★5(205)

easyfinancial Services in Summerside, PE offers trusted financial advice with an exceptional 5-star rating from over 205 satisfied clients. Experience reliable, personalized financial guidance from our dedicated local team.

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Protect Your Wealth Life Insurance Canada Broker & Retirement Planner

Claimed

financial_advisor·Hamilton

★★★★★5(204)

Protect Your Wealth is a highly-rated life insurance broker and retirement planner serving Hamilton, ON with exceptional 5-star reviews. Trust their expert financial guidance to secure your family's future and retirement goals.

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Planica | Planification Financière pour Professionnels de la Santé au Québec

financial_advisor·Quebec City

★★★★★5(202)

Planica offers expert financial planning tailored for Quebec healthcare professionals, backed by a perfect 5-star rating from 202 satisfied clients. Trust our specialized guidance to optimize your finances and build lasting wealth.

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Services Financiers etiQ | Conseiller financier à Laval

financial_advisor·Laval

★★★★★5(195)

Services Financiers etiQ offers trusted financial advisory services in Laval, QC, with an exceptional 5/5 rating from 195 satisfied clients. Our dedicated financial advisors provide personalized guidance to help you achieve your financial goals.

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Harris & Partners Inc. - Bankruptcy & Consumer Proposals, Regina

financial_advisor·Regina

★★★★★5(193)

Harris & Partners Inc. specializes in bankruptcy and consumer proposals in Regina, SK, helping clients navigate financial challenges with expert guidance. Rated 5/5 stars by 193 satisfied clients, they're a trusted local financial advisor.

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Advantage Financial Services Inc

financial_advisor·Lethbridge

★★★★★5(184)

Advantage Financial Services Inc in Lethbridge, AB is a highly-rated financial advisor trusted by clients, with an exceptional 5-star rating from 184 reviews. Their experienced team provides personalized financial guidance to help you achieve your goals.

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Flawless Financing - Adam Hawryluk

financial_advisor·Nanaimo

★★★★★5(178)

Flawless Financing with Adam Hawryluk is a trusted financial advisor in Nanaimo, BC, highly rated by clients. With a 5-star rating from 178 reviews, Adam provides expert financial guidance to help you achieve your goals.

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Philippe St-Pierre - Courtier Hypothécaire Multi-Prêts, Accrédité Manœuvre Smith®

financial_advisor·Sherbrooke

★★★★★5(176)

Philippe St-Pierre is a highly-rated mortgage broker in Sherbrooke, QC, specializing in multi-lender solutions and Smith Manoeuvre accreditation. With a perfect 5/5 rating from 176 reviews, he provides trusted financial guidance to local clients.

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BDO Debt Solutions

financial_advisor·St. John's

★★★★★5(167)

BDO Debt Solutions is a trusted financial advisor in St. John's, NL, with a perfect 5-star rating from 167 reviews. They provide expert guidance to help clients manage their finances and achieve their goals.

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Thomas C. Chan Financial Service | Life Insurance Vancouver | Retirement Planning Vancouver

financial_advisor·Vancouver

★★★★★5(167)

Thomas C. Chan Financial Service provides trusted life insurance and retirement planning solutions in Vancouver, BC. With a perfect 5-star rating from 167 reviews, this experienced financial advisor is committed to helping you secure your financial future.

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Financial Planning, Insurance & Investment Services

financial_advisor·Calgary

★★★★★5(166)

Discover trusted financial planning, insurance, and investment services in Calgary with a 5-star rating from 166 satisfied clients. Our expert advisors help you build lasting wealth and security for your future.

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AdvisorNet Communications

financial_advisor·Abbotsford

★★★★★5(164)

AdvisorNet Communications is a highly-rated financial advisor in Abbotsford, BC, trusted by clients with a perfect 5-star rating from 164 reviews. We provide personalized financial guidance to help you achieve your wealth management goals.

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BLSF Services financiers | Courtier en assurance vie | Investissement | Assurance collective | Région de Québec

financial_advisor·Quebec City

★★★★★5(160)

BLSF Services financiers is a highly-rated life insurance broker in Quebec City offering investment and group insurance solutions. With a perfect 5-star rating from 160 reviews, they provide expert financial guidance tailored to your needs.

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BLD Financial - DLC

financial_advisor·Cambridge

★★★★★5(158)

BLD Financial - DLC is a highly-rated financial advisor in Cambridge, ON, trusted by clients for personalized financial guidance. With a perfect 5/5 rating from 158 reviews, they deliver exceptional service and expertise to help you achieve your financial goals.

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Cedar Rock Financial Group

financial_advisor·Vancouver

★★★★★5(155)

Cedar Rock Financial Group is a highly-rated financial advisor in Vancouver, BC, trusted by clients for personalized financial guidance. With a perfect 5-star rating from 155 reviews, they're committed to helping you achieve your financial goals.

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Ai Financial (BC Branch)

financial_advisor·Burnaby

★★★★★5(152)

Ai Financial's BC Branch in Burnaby is a highly-rated financial advisor trusted by clients, with an excellent 5-star rating from 152 reviews. Discover personalized financial guidance from this respected local expert.

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Sands & Associates - Consumer Proposals, Debt Help & Licensed Insolvency Trustees

financial_advisor·Burnaby

★★★★★5(149)

Sands & Associates is a trusted Licensed Insolvency Trustee in Burnaby, BC, offering consumer proposals and debt help solutions. With a perfect 5-star rating from 149 reviews, they provide expert financial guidance to help you regain control.

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Juba Ait Menguellet: Primerica - Financial Services

financial_advisor·Laval

★★★★★5(146)

Juba Ait Menguellet is a highly-rated financial advisor in Laval, QC, serving clients through Primerica Financial Services. With a perfect 5-star rating from 146 reviews, they provide trusted financial guidance to help you achieve your goals.

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Objective Financial Partners Inc.

financial_advisor·Richmond Hill

★★★★★5(143)

Objective Financial Partners Inc. is a highly-rated financial advisor in Richmond Hill, ON, trusted by clients for personalized guidance. With a 5-star rating from 143 reviews, they're committed to helping you achieve your financial goals.

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The McClelland Financial Group

financial_advisor·Medicine Hat

★★★★★5(139)

The McClelland Financial Group is a top-rated financial advisor in Medicine Hat, AB, trusted by hundreds of clients. With a perfect 5-star rating, they provide expert guidance to help you achieve your financial goals.

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CIBC Mortgage Advisor: Shadi Jafarian

financial_advisor·Richmond Hill

★★★★★5(134)

Shadi Jafarian is a trusted CIBC Mortgage Advisor in Richmond Hill, ON, helping clients secure financing solutions. With a perfect 5-star rating from 134 reviews, he's committed to personalized service and expert guidance.

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New Life Debt Solutions

financial_advisor·Surrey

★★★★★5(131)

New Life Debt Solutions is a highly-rated financial advisor in Surrey, BC, trusted by hundreds of clients with a perfect 5-star rating. Expert guidance to help you achieve financial freedom and peace of mind.

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AKM Financial Solutions - Sun Life

financial_advisor·Mississauga

★★★★★5(130)

AKM Financial Solutions - Sun Life is a highly-rated financial advisor in Mississauga, ON, trusted by clients with an exceptional 5-star rating. Our team provides personalized financial guidance to help you achieve your goals.

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The Mortgage Specialist Burnaby - Vancouver

financial_advisor·Burnaby

★★★★★5(130)

The Mortgage Specialist Burnaby - Vancouver is a highly-rated financial advisor in Burnaby, BC, earning a perfect 5/5 rating from 130 reviews. Trust their expertise for personalized mortgage guidance and financial solutions.

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Sterling Advisory Inc.

financial_advisor·Kelowna

★★★★★5(129)

Sterling Advisory Inc. is a highly-rated financial advisor in Kelowna, BC, serving clients with personalized financial guidance. With a perfect 5-star rating from 129 reviews, they're trusted by the community for expert financial planning services.

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Matte & Associates Financial Solutions

financial_advisor·Kelowna

★★★★★5(126)

Matte & Associates Financial Solutions is a highly-rated financial advisor in Kelowna, BC, trusted by clients with a perfect 5/5 rating from 126 reviews. Discover personalized financial guidance from an experienced team dedicated to your financial success.

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MNP Debt - Licensed Insolvency Trustees Bankruptcy & Consumer Proposals

financial_advisor·Brandon

★★★★★5(126)

MNP Debt offers licensed insolvency trustee services in Brandon, MB, specializing in bankruptcy and consumer proposals. Rated 5/5 by 126 clients, they provide expert financial guidance to help you navigate debt relief options.

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Alpha Power Line

Claimed

financialadvisor·North Hollywood

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Documitra

Claimed

financialadvisor·New York Ny

Documitra helps NRIs in the USA with reliable document preparation and application support for important India-related legal and government processes. From Power of Attorney from USA to India and document attestation to OCI, passport, PAN card, and other NRI services, Documitra makes the process simpler with clear guidance and convenient online support.

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Grigg Wealth Management

Claimed

financialadvisor·San Diego

Located at 3111 Camino Del Rio North, Suite 430, San Diego, California, 92108. Grigg Wealth Management is a financial planning and wealth management firm based in San Diego specializing in financial planning for physicians and health care professionals but also prepares returns for other individuals and businesses. Brian Grigg, CPA/PFS, and his team focus on money management through key areas of wealth planning. Some of these areas includes, but are not limited to, retirement planning, business planning, legacy planning, risk planning, special circumstances planning, investment management, and cash flow-debt management.

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Penn Community Bank

Claimed

financialadvisor·Jenkintown

Located at 1651 The Fairway, Jenkintown, Pennsylvania, 19046. Headquartered in Bucks County, for 150 years Penn Community Bank has proudly worked to grow the local economy and become the largest independent mutual bank in eastern Pennsylvania. But the numbers only tell part of our story. Our growth mission is to deliver solutions that genuinely serve the best interests of our individual and commercial customers in ways they cannot possibly experience at more traditional financial institutions. While our size and reach ensure we can offer the products, technology, and industry expertise of a larger institution, as a values-based organization we're uniquely qualified to help our customers reach their own "Here We Grow" moments for their families, their businesses, and their communities.

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Penn Community Bank

Claimed

financialadvisor·Yardley

Headquartered in Bucks County, for 150 years Penn Community Bank has proudly worked to grow the local economy and become the largest independent mutual bank in eastern Pennsylvania. But the numbers only tell part of our story. Our growth mission is to deliver solutions that genuinely serve the best interests of our individual and commercial customers in ways they cannot possibly experience at more traditional financial institutions. While our size and reach ensure we can offer the products, technology, and industry expertise of a larger institution, as a values-based organization we're uniquely qualified to help our customers reach their own "Here We Grow" moments for their families, their businesses, and their communities.

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Penn Community Bank

Claimed

financialadvisor·Riegelsville

Headquartered in Bucks County, for 150 years Penn Community Bank has proudly worked to grow the local economy and become the largest independent mutual bank in eastern Pennsylvania. But the numbers only tell part of our story. Our growth mission is to deliver solutions that genuinely serve the best interests of our individual and commercial customers in ways they cannot possibly experience at more traditional financial institutions. While our size and reach ensure we can offer the products, technology, and industry expertise of a larger institution, as a values-based organization we're uniquely qualified to help our customers reach their own "Here We Grow" moments for their families, their businesses, and their communities.

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Penn Community Bank

Claimed

financialadvisor·Bristol

Headquartered in Bucks County, for 150 years Penn Community Bank has proudly worked to grow the local economy and become the largest independent mutual bank in eastern Pennsylvania. But the numbers only tell part of our story. Our growth mission is to deliver solutions that genuinely serve the best interests of our individual and commercial customers in ways they cannot possibly experience at more traditional financial institutions. While our size and reach ensure we can offer the products, technology, and industry expertise of a larger institution, as a values-based organization we're uniquely qualified to help our customers reach their own "Here We Grow" moments for their families, their businesses, and their communities.

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Penn Community Bank

Claimed

financialadvisor·Pipersville

Located at 6999 Easton Rd, Pipersville, Pennsylvania, 18947. Headquartered in Bucks County, for 150 years Penn Community Bank has proudly worked to grow the local economy and become the largest independent mutual bank in eastern Pennsylvania. But the numbers only tell part of our story. Our growth mission is to deliver solutions that genuinely serve the best interests of our individual and commercial customers in ways they cannot possibly experience at more traditional financial institutions. While our size and reach ensure we can offer the products, technology, and industry expertise of a larger institution, as a values-based organization we're uniquely qualified to help our customers reach their own "Here We Grow" moments for their families, their businesses, and their communities.

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Penn Community Bank

Claimed

financialadvisor·Warminster

Headquartered in Bucks County, for 150 years Penn Community Bank has proudly worked to grow the local economy and become the largest independent mutual bank in eastern Pennsylvania. But the numbers only tell part of our story. Our growth mission is to deliver solutions that genuinely serve the best interests of our individual and commercial customers in ways they cannot possibly experience at more traditional financial institutions. While our size and reach ensure we can offer the products, technology, and industry expertise of a larger institution, as a values-based organization we're uniquely qualified to help our customers reach their own "Here We Grow" moments for their families, their businesses, and their communities.

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Penn Community Bank

Claimed

financialadvisor·Doylestown

Headquartered in Bucks County, for 150 years Penn Community Bank has proudly worked to grow the local economy and become the largest independent mutual bank in eastern Pennsylvania. But the numbers only tell part of our story. Our growth mission is to deliver solutions that genuinely serve the best interests of our individual and commercial customers in ways they cannot possibly experience at more traditional financial institutions. While our size and reach ensure we can offer the products, technology, and industry expertise of a larger institution, as a values-based organization we’re uniquely qualified to help our customers reach their own “Here We Grow” moments for their families, their businesses, and their communities.

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Penn Community Bank

Claimed

financialadvisor·Southampton

Headquartered in Bucks County, for 150 years Penn Community Bank has proudly worked to grow the local economy and become the largest independent mutual bank in eastern Pennsylvania. But the numbers only tell part of our story. Our growth mission is to deliver solutions that genuinely serve the best interests of our individual and commercial customers in ways they cannot possibly experience at more traditional financial institutions. While our size and reach ensure we can offer the products, technology, and industry expertise of a larger institution, as a values-based organization we're uniquely qualified to help our customers reach their own "Here We Grow” moments for their families, their businesses, and their communities.