3 Best Financial Services in Aurora, ON

“Bell Financial Inc. offers employers access to licensed advisors regarding shareholder agreement funding, essential executive coverage, and succession planning. Jonathan Earle is the firm's president and insurance agent. At Bell Financial, the team provides clients with comprehensive financial planning. Using unfailing integrity and a genuine desire to help people, they have worked with families and individuals to improve their financial futures for 29 years. They believe that a comprehensive financial plan, developed by a team of qualified CFP® professionals, is an essential first step in creating an investment or risk management strategy, which is why they offer this to every client, free of charge. They can help them select investments and insurance products that meet their needs.

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“Johnson Financial Group Inc.'s experience helps them understand that short-term needs sometimes differ from longer-term aspirations. Ian Johnson is the president of the group. He founded JFG Inc. over 30 years ago, born of a passion for helping individuals, entrepreneurs, and business owners reach their unique visions of success and financial well-being. At Johnson Financial Group, the team gets to know you and your goals, interests, and experiences, and then helps build the financial support for your lifestyle and business success. Their goal is to empower you to make informed decisions for your financial future security. Their team enables their clients to think through their future, measure results, and adjust as their life unfolds.

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“Carruthers Walker Financial helps people and businesses develop their financial roadmap. Keith Carruthers and Jennifer Walker are the firm's partners. For over 25 years, the Carruthers Walker Financial team has passionately worked with families and businesses to achieve their financial and insurance objectives. Keith, Jennifer, and Diego work hard to earn your trust and carefully consider your needs and goals to implement a well-constructed financial strategy. Their ability to understand and collaborate with their clients and businesses has ensured they provide the best financial and group benefit advice possible. From retirement and estate planning for individuals and families to group benefit programs for companies, they're your partner for every life stage of your family and business. With the Carruthers Walker team beside you, you'll confidently move forward.

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