Financial Consultants in Corktown, Hamilton, ON

Find accurate info on the best financial consultants in Corktown, Hamilton. Get reviews and contact details for each business, including phone number, address, opening hours, promotions and other information.
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Results from the 'Financial Consultants' category in Corktown, Hamilton

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105 Main St E, CENTRAL HAMILTON, Hamilton, L8N 1G6

(905) 528-0193
Wentworth Financial Services is an independent, multiple-service organization specializing in Employee Benefits, Group Retirement Savings, Succession, Individual Retirement Planning and Insurance needs. Located in downtown Hamilton, with associate offices in Simcoe and Guelph, Ontario, our clientele ranges from non-profit to profit, family to regional/municipal groups, associations and union and non-union industries. Founded more than 25 years ago, we now serve over 5, 000 clients provincially and nationally. We are dedicated to serving and educating our clients, assisting them with a long-term successful approach to suit their corporate or individual needs. We promote open and honest communication combined with value added service. Wentworth Financial Services is not affiliated with any one insurance or mutual fund company. We look at each individual's needs and formulate a design unique to the client's goals and objectives. We are able to offer the products and services available through Canada's most respected and well-known companies. Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered through Wentworth Financial Services.
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74 Walnut St. S., CENTRAL HAMILTON, Hamilton, L8N 2L3

(905) 522-5901
Financial consultant, Financial Planner, investing, Consultant, Financial Service, Financial Planning Consultants
Claymore Financial Group, led by Louie and his team, is highly praised for their expertise in financial planning, retirement strategies, investment guidance, and exceptional customer service. With a personalized approach, they help clients make informed decisions, avoid unwanted commitments, and monitor markets for optimal recommendations.
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76 Walnut Street South, Hamilton, L8N 2L3

(905) 777-1117
Financial Planning Consultants, Financial Planner
Jurgen is a professional with extensive wisdom and experience, known for his caring attitude and innovative approach. He is trusted and respected by many. Customers appreciate his willingness to listen and his thoughtful nature.
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588 Concession St, CORKTOWN, Hamilton, L8V 1B1

(905) 387-8303
Financial Planner, Security & Commodity Brokers, Investment Consultation & Advice, FINANCE, FINANCIAL CONSULTANTS, planification financière, services financiers, financial planning consultants, investing, Planificateurs financiers, Dealers, Exchanges, Retraite et Planification financière, Finances et Légal, conseillers, FINANCIAL PLANNING SERVICES, Insurance broker
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57 AUGUSTA STREET, CORKTOWN, Hamilton, L8N 1P8

(905) 387-8303
At Investment Planning Counsel, we're committed to helping you live your dream. Whether your dreams are small or grand, our team of professionals will create a simple and realistic wealth management strategy to help you achieve them. Recognizing that no two clients have identical needs and aspirations, we take the care to understand your overall financial picture. We then use a unique process to customize a long-term strategy to your personal objectives and situation. As circumstances change over time we will adjust your plan, if needed, to keep it targeted toward your priorities in life. With early planning and expert guidance from IPC, even the most elusive dreams can become a reality. Helping you Live Your Dream The next key success factor is to work with a trusted advisor to develop a plan. Learn more about Our services. Visit the Resources section for more information and investment tools. What is Your Dream? Most people hope to achieve financial independence, but what exactly does that mean to you? What do you want from life? What are your dreams? For example: To buy a home or vacation property? To start a business or pursue a hobby? To help a child or grandchild get a great education? To travel to far-away places … in retirement or before? To leave a legacy to family members or a favourite charity? Whatever your dream, it's important that you define it as clearly as possible and put it to paper. Studies show that people who write down their goals are far more successful in achieving them than those who do not. Be sure to include a target date for each goal. And try to estimate the cost in today’s dollars, if possible. Now you're ready to meet with one of our IPC Advisors and develop a financial plan to steer you toward your dreams.