Retirement Planning in Barrie, ON

Closed now

258 Bayfield Street, Barrie, L4M 3B7

+1 705-252-9010

... allows me to capture everything that is important to you. I assist in many ways, including budgeting, debt management, life and health insurance, education, retirement, tax and estate planning.

Customers praise Melanie and her team at Adams and Associates Financial Solutions Inc for their knowledge, personalized service, and dedication to clients' best interests. Melanie takes the time to explain financial solutions and makes customers feel at ease. Customers appreciate her expertise and kindness.

RBC Dominion Securities Inc.

Closed now

11 Victoria Street, Barrie, L4N 6T3

+1 705-725-7400

... financial planning, business owner planning, retirement planning, tax minimization stragegies,...

Kristian Robillard, B.A

Closed now

93 Bell Farm Road Suite 112, Barrie, L4M 5G1

(705) 722-7655

..., family insurance, life insurance, term life insurance, retirement planning, travel insurance

Sun Life Financial Barrie-Simcoe-Muskoka financial centre

Closed now

62 Commerce Park Drive, Unit A, Barrie, L4N 8W8

(705) 737-3552

..., family insurance, life insurance, term life insurance, retirement planning, travel insurance

Customers frequently commend the welcoming and knowledgeable staff at Sun Life Financial Barrie-Simcoe-Muskoka financial centre's financial consultants. Jacqueline, Maggie, Danyelle, Chantal, Victoria, Emma, and Emily are mentioned for their expertise, attentiveness, and ability to communicate effectively. Customers appreciate the salon's cleanliness, friendly atmosphere, and professionalism. The wide range of services and treatments offered are highly regarded. Overall, customers express great satisfaction with their experiences and plan to return.

Sun Life Financial Elaine Erhart

Closed now

11 Sophia St W, Barrie, L4N 1H9

(705) 5031082

..., family insurance, life insurance, term life insurance, retirement planning, travel insurance

Sun Life Financial Leigh Anne Recker

Open now

62 Commerce Park Drive, Unit A, Barrie, L4N 8W8

(705) 737-3552

..., family insurance, life insurance, term life insurance, retirement planning, travel insurance

Sun Life Financial Lourdes Palmer

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62 Commerce Park Drive, Unit A, Barrie, L4N 8W8

(705) 737-3552

..., family insurance, life insurance, term life insurance, retirement planning, travel insurance

Walton Financial Group Inc

Closed now

126 Wellington St W Suite 202, Barrie, L4N 1K9

(705) 733-5200

... Investing Service, Life Insurance, Retirement Planning, Financial Planning, Group Benefits,...

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.

Synergy Life Financial

Closed now

30 Quarry Ridge Rd #201, Simcoe County, Barrie, L4M 7G1

(705) 434-0562

Do you own a blue-collar business? I’ll help you turn it into Blue Wealth. ? I help blue-collar business owners optimize their businesses and personal finances to transition into their vision of ... advisor, financial advise, retirement planning, Leap Systems Canada, disability insurance, group...

Marc Horton

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62 Commerce Park Drive, Unit A, Barrie, L4N 8W8

(705) 737-3552

..., family insurance, life insurance, term life insurance, retirement planning, travel insurance

Brian O'Donnell

Closed now

62 Commerce Park Drive Unit A, Barrie, L4N 8W8

(705) 737-3552

..., family insurance, life insurance, term life insurance, retirement planning, travel insurance

Janusch Financial Services

48 ALLIANCE BOULEVARD, Barrie, L4M 5K3

(705) 739-7185

... Retraite et Planification financière, Retirement Planning Consultants, planification de la...

Kelvin Muchiri Njihia

Closed now

Unit 1 & 2 – 51 King St Barrie, ON L4N 6B5, Barrie, L4N 6B5

(705) 808-3151

... (TFSA, RRSP, RESP, FHSA) Life & Critical Illness Insurance Debt Relief Solutions Retirement Planning Investment Strategies Estate Planning Tax Solutions With a focus on aligning your financial...