Financial Consultants in Kitchener, ON with e-mail, opening times
Find accurate info on the best financial consultants in Kitchener. Get reviews and contact details for each business, including phone number, address, opening hours, promotions and other information.
Showing results: 1 - 20 out of 55
Showing results: 1 - 20 out of 55
Results from the 'Financial Consultants' category in Kitchener
Closed now
226 Frederick Street, Kitchener, N2H 2M8
(519) 743-5361
Business Service, Consultant, Nondepository Credit Institutions, Mortgage, Financing Consultants, Loan Service, Mortgage Brokers, Mortgage broker 
Closed now
40 Weber Street East, Kitchener, N2H 6R3
+1 519-342-6640
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." As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service. 
Closed now
650 Riverbend Drive, Kitchener, N2K 3S2
+1 519-884-4445
RLB Chartered Professional Accountants are recognized as one of the largest independent accounting firms in Canada. We proudly serve the communities of Guelph, Fergus, Kitchener, Orangeville and Shelburne. Established in 1951, RLB has always been motivated to bring success to our people, clients and community. With specialize teams, we offer expertise in a variety of services in complex niche markets such as accounting services, tax planning, business planning, financial advisory services, estate & trust, human resources consulting, technology and automation consulting and financial management. 
Closed now
100 Conestoga College Blvd, Suite 1100, Kitchener, N2P 2N6
(519) 578-9504
investing, Security & Commodity Brokers, Exchanges, Financial consultant, PLACEMENTS, Security Brokers & Dealers, Financial Planner, DEALERS, security dealers, SECURITY BROKERS 
Closed now
100 CONESTOGA COLLEGE BLVD, Kitchener, N2P 2N6
(519) 578-2591
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. 
Closed now
1644 Highland Rd W, Kitchener, N2N 3K7
(519) 886-2707
Mike has been in the financial services business since 1974. He is a graduate of McMaster University (background in Economic Geography) and is a graduate of the Life Agency Management Program. His memberships include the Institute of Chartered Life Underwriters and The Financial Planning Standards Council. He served as past President of The Region of Waterloo Canadian Association of Insurance and Financial Advisors. Mike has authored over 60 magazine and newspaper articles on subjects ranging from investment vehicles to financial planning. Mike is qualified to provide a broad range of financial instruments and advice and brings to the table his extensive experience regarding insurance, investments, financial planning and risk management. Mike established Personalized Investment Planning Inc. in 1983 and Benefits Plus in 1990. 
Closed now
4210 King St E #101, Kitchener, N2P 2G5
(519) 742-4474
Financial Horizons Group is a large Managing General Agency MGA providing Life Insurance and Financial Investment products and services to brokers in Ontario and Canada wide 
Closed now
100 Conestoga College Blvd, Suite 1100, Kitchener, N2P 2N6
(519) 578-2591
Closed now
120 Victoria Street South, Kitchener, N2G 0E1
(519) 772-7850
Financial consultant 
Open now
64 Shadeland Crescent, Kitchener, N2M 2H9
+1 226-606-0430
TD Consulting in Kitchener offers a range of financial services tailored to each client's needs. Our team provides financial audits, compliance audits, and meticulous bookkeeping services, ensuring your records are accurate and compliant with all laws. As chartered accountants, we uphold the highest standards of integrity and professionalism. We also deliver robust financial planning, including personalized insurance coverage to protect your assets, strategic investment planning, and thorough retirement planning, helping you achieve your financial goals. For flexibility and convenience, TD Consulting offers remote online services, serving clients regardless of location with secure digital platforms. At TD Consulting, we pride ourselves on delivering customized strategies that address your specific financial needs. Whether securing your financial future or optimizing current practices, our team is here to guide you every step of the way. 
Closed now
671 Belmont Ave W, Kitchener, N2M 1N8
(519) 745-4654
Bookkeeping service, Financial Planner, Accountant, Bookkeeping, Tax preparation service 
Closed now
379 Queen St S, Kitchener, N2G 1W6
5194890501
The team at Dedicated Bookkeeping Solutions Inc. has the skills, knowledge and experience to handle all of your bookkeeping needs. From personal tax returns to full cycle bookkeeping for your small business, we will support you with accuracy and proficiency. And because we use the latest in secure file sharing resources, we work with clients across Canada. The company is managed by Deborah Hughes, a Chartered Professional Accountant with over 10 years of experience providing bookkeeping services in the region. 
Dedicated Bookkeeping Solutions, led by Deborah, is highly praised by its clients for being professional, knowledgeable, ethical, and efficient in managing their bookkeeping and accounting needs. Deborah and her team regularly send reminders, provide expert advice, and make the process seamless and organized. They offer tools for easy document uploading and reporting, and have a responsive and helpful attitude. Deborah is commended for keeping clients informed on relevant information, especially during uncertain economic times. The team is highly recommended. 
Closed now
20 Hanson Avenue Unit 5, Kitchener, N2C 2E2
Closed now
2A - 209 Frederick St, Kitchener, N2H 2M7
519 741 1259
Deverall, Calma & Associates Financial Services Inc 
Open now
36 Ebydale Drive, Kitchener, N2A 3N7
(519) 747-1493
Dealers, Security & Commodity Brokers, Planificateurs financiers, services financiers, Investment Consultation & Advice, Finances et Légal, Financial Planner, investing, conseillers, Exchanges, planification financière, Retraite et Planification financière 
Closed now
1601 River Rd E #203, Kitchener, N2A 3Y4
(519) 894-2661
Dealers, Insurance, Exchanges, Investment advice, Real Estate, Security & Commodity Brokers, Finance 
Closed now
379 Queen Street South, Kitchener, N2G 1W6
(519) 570-4633
investments, Insurance Agents & Brokers, Health, fonds mutuels, fonds communs de placement, Mutual Funds, Fund, Investment service, life insurance, investments funds, Assurance et Immobilier, Financial Planner, Investing Service, Business Service, Assurances, investing, Assurance de personnes & de voyages 
Closed now
508 Riverbend Dr, Suite 102, Kitchener, N2K 3S2
(519) 747-0058
Financial Planning, Insurance agency