Below is a list of the top and leading Financial Services in Edmonton. To help you find the best Financial Services located near you in Edmonton, we put together our own list based on this rating points list.
The top rated Financial Services in Edmonton are:
McGuire Financial Group has been providing you with a wide range of financial advice, including financial restructuring, debt elimination plans, and estate planning, among others. Business owners, professionals, families, and young entrepreneurs will benefit from this. They acknowledge that identifying who you’re working with and who you can trust is crucial when looking for a financial solution. They’ve built a one-of-a-kind solution to assisting people in locating money that they are potentially missing without realizing it.
Products/Services:
Financial Planning, Retirement Planning, Wealth Planning, Wealth Creator/Debt Strategy, Insurance Wants & Needs, Health Spending
LOCATION:
Address: 3428-99 St, 8824 51 Ave NW Suite 470, Edmonton, AB T6E 5X5
Phone: (780) 462 1289
Website: mcguirefinancial.ca
REVIEWS:
“Samantha and I are so blessed to be working with this team of professionals. From the first meeting, to years of ongoing reviews, Glen and his team have been there for us to answer all of our questions. Attending on of McGuire’s bootcamps, and just recently a webinar, they are topnotch. Highly recommend McGuire, Glen and his team” – Kent Baraschuk
Navigator Financial Services Inc is an independent financial advisory firm that assists customers in investment and estate planning. They aspire to be the best at what they do, adding tangible value to their clients’ lives and aiding them in achieving their financial objectives. They guide their customers, maintain their properties, deliver outstanding goods and solutions, and instill the value of stewardship in their lives. At Navigator Financial Services, their mission is to offer personal and thorough financial preparation and guidance to their clients in order to help them achieve their financial goals today and in the future.
Products/Services:
Risk Management, Retirement Planning, Wealth Management, Estate Planning
LOCATION:
Address: 2951 Ellwood Dr SW #204, Edmonton, AB T6X 0B1
Phone: (780) 475 6776
Website: navigatorfinancial.com
REVIEWS:
“This is my 21 year having John as my Personal Financial Adviser and I am very pleased to recommend him to my friends. John is very open and forthright in explaining the current market conditions and the recommendations that he has because of the current situation. I have also appreciated that he has been open to my suggestions and comments when we may differ on a particular choice of investments. His staff has also been very supportive and quick to respond to my requests.” – Gordon Sorensen
Harmony Financial Services works to give both feedback and education to their customers, articulate their short and long-term priorities, and measure their expectations using systematic plans and ongoing assessments. As an individual firm, Harmony Financial Services is free to position investment or insurance business with a variety of firms and do their best to match the product or service to the clients’ needs. Their strategic multi-generational approach involves having an in-depth view of the customer and their particular position to help assess their financial and insurance needs.
Products/Services:
Wealth Management, Financial Solutions, Insurance Solutions
LOCATION:
Address: 17205 106a Ave NW #207, Edmonton, AB T5S 1M7
Phone: (780) 466 0188
Website: harmonyfinancialservices.ca
REVIEWS:
“I have nothing but good things to say about Harmony Financial Services! Lana’s service is fantastic; she is organized, patient, knowledgeable, and responsive. I really appreciate that she schedules an annual review with me (I would never remember!) and that she checks to see what is currently happening in my life, and what my future plans are. Then she tailors my financial plan to fit what I need. And to top it all off – the returns on my investments exceeded my expectations. Super impressed!” – Sarah Steinbring
Cyca Financial Services Inc recognizes that any good financial approach must begin with where you are now, and they work with you to develop a strategy that can help you achieve your financial goals. They take the time to listen and work hard to consider your desires and where you want to go in your goals. Together, they’ll devise a strategy for building the nest egg, saving for your goals, establishing a retirement or college fund, and providing a more stable financial future.
Products/Services:
Insurance, Investment, Banking
LOCATION:
Address: 4935 55 Ave NW Suite 212, Edmonton, AB T6B 3S3
Phone: (780) 463 8848
Website: cycafinancial.ca
REVIEWS:
“Dennis and Leah are amazing. They are very knowledgeable and go above and beyond!! Not to mention Dennis really knows his stuff. He’s made me more money than anyone. I 100% trust him. He does what’s in your best interest, you are more than a client to them!” – Teresa W
Hardy Financial Group Ltd. is 100% Canadian-owned. They have worked with a diverse range of families and companies over the course of our collective 40 years in the sector. They assist each and every customer in achieving their financial objectives while also assisting them in protecting themselves from life’s unforeseen changes. As a family-owned company in its second generation, they recognize that each individual and circumstance is special and requires a customized approach. This attention to individual needs distinguishes them and allows them to evolve alongside their customers.
Products/Services:
Investment, Insurance
LOCATION:
Address: 11428 168 St NW #100, Edmonton, AB T5M 3T9
Phone: (780) 489 0809
Website: hardyfinancial.ca
REVIEWS:
“Amazing quality service from the team at Hardy Financial! Always keeping me informed on all my options and making you feel like part of the family. They truly care about all their clients and it shows. Keep up the top notch service!” – Adrienne Bilhete
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