Investment Companies & Services in Tall Trees, Barrie, ON
Find accurate info on the best investment companies in Tall Trees, Barrie. Get reviews and contact details for each business, including phone number, address, opening hours, promotions and other information.
Showing results: 1 - 2 out of 2
Showing results: 1 - 2 out of 2
Results from the 'Investment Companies & Services' category in Tall Trees, Barrie
Closed now
405 Bayfield Street, Barrie, L4M 3C5
+1 705-728-0999
We have the largest network of branches and ATMs in Canada so you'll always have quick and convenient access when you need it. Many of our branches have Saturday or evening hours for your banking convenience. Need to deposit cash or cheques after hours? Night Deposit Services are available at most branches. Looking for a Loan, Mortgage or Investment advice? Book an appointment at a branch to get started. 
Closed now
11 Ferris Lane, Suite 101, Barrie, L4M 4V1
(705) 722-3700
real estate management, Real Estate Investment Firm, Property Maintenance, Property management company, Real Estate Service Nearby results from the Investment Companies & Services category
Closed now
400 Bayfield St, Barrie, L4M 5A1
(705) 730-7598
Real Estate, Security & Commodity Brokers, Dealers, Finance, Investment advice, Investment Consultation & Advice, Financial Planning, Insurance, Exchanges, Financial Planner 
Closed now
331 Bayfield Street, Barrie, L4M 3C2
(705) 243-0624
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy. 
Closed now
181 Livingstone St. E., Barrie, L4M 6Z4
(705) 792-6721
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy. 
Closed now
48A Alliance Blvd, Barrie, L4M 5K3
(705) 726-6884
Founded in 2000 by Simon Ffrench and Allan Norman. Atlantis Financial Inc., is a financial planning firm that focuses on the premise that since each persons lifestyle differs, so too should their financial plan. Founders Simon Ffrench and Allan Norman offer clients something different that they can't easily get anywhere else. This includes the ability to take advantage of a fee-based structure rather than the traditional model where fees associated or charged on financial planning products and services are often hidden or people aren't made aware of them or the respective amounts. Atlantis Financial Inc.'s fee-based model increases accountability, allows clients see how much they're paying, and portions of some investment fees are tax-deductible. The fees are often less and the most important aspect of the structure is that the client's best interests are looked after first and foremost. Instead of offering portfolios based on whether a client scored low, medium or high on their risk assessment, the focus is on the mindset and lifestyle a person brings to the table. Clients are guided through a pre-planning process that establishes their financial goals along with the lifestyle choices they plan to make. Before submitting the plan to real-time, computer simulation is used interactively with the client to see how their financial plan will stand up to various market fluctuations and so that clients can see and understand the impact lifestyle choices have on their future. Atlantis Financial Inc., attracts people who are looking to step outside the accepted model and take control of their financial future. By putting power into the hands of clients and implementing an individualized process and structure, clients receive a financial plan that meets their needs. 
Closed now
126 Wellington St W Suite 202, Barrie, L4N 1K9
(705) 733-5200
Financial Planner, Management Consulting Services, Investment service, Investing Service, Life Insurance, Retirement Planning, Financial Planning, Group Benefits, Employee Benefits, Investment, Estate Planning, Group Retirement Planning, Disability Insurance 
The Walton Financial Group Inc. is highly regarded by its customers for its professional and personable team of financial consultants, with over 200 years of combined experience. The team demonstrates a high standard of excellence and attention to detail, providing warm welcomes, guidance, and financial expertise to clients. Many customers appreciate the personalized approach and the team's genuine care for clients' success. Some clients have had long-term relationships with the firm and have seen their investments perform well. 
Closed now
128 Wellington Street W, Barrie, L4N 8J6
(705) 728-5994
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy. 
128 Wellington Street W, Barrie, L4N 8J6
(705) 410-2265
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy. 
128 Wellington Street W, Barrie, L4N 8J6
(705) 812-1678
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy. 
Closed now
31 Clapperton Street, Barrie, L4M 3E6
(705) 728-5994
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor. 
Closed now
53 Bayfield Street, Barrie, L4M 3A6
+1 705-734-4400
We have the largest network of branches and ATMs in Canada so you'll always have quick and convenient access when you need it. Many of our branches have Saturday or evening hours for your banking convenience. Need to deposit cash or cheques after hours? Night Deposit Services are available at most branches. Looking for a Loan, Mortgage or Investment advice? Book an appointment at a branch to get started. 
33 Collier Street, Barrie, L4M 1G5
33 Collier Street, Barrie, L4M 1G5
(705) 722-3391
33 Collier Street, Barrie, L4M 1G5
(705) 726-3103
33 Collier Street, Barrie, L4M 1G5
(705) 726-8164
33 Collier Street, Barrie, L4M 1G5
(705) 726-3396
To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.