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The Best Financial Services in Barrie

Handpicked Top 3 Financial Services in Barrie, ON. Our 50-Point Inspection includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!

WALTON FINANCIAL GROUP INC.

126 Wellington Street West, Suite 202, Barrie, ON L4N 1K9

Since 2005

Income Protection Planning, Financial Planning, Registered Retirement Savings Planning, Retirement Planning, Estate Planning, Investment Management, Life Insurance Planning, Segregated Funds, Registered Education Savings Planning, Savings Planning, Mutual Funds, Disability & Critical Illness Protection

Focus on a Wide Range of Insurance and Investment Planning Products - Provides to Help Individuals, Families & Small Business Owners Set Long-Term Financial Goals

bradley@waltonfinancial.ca

barriefinancialplanner.com

Mon - Thu 8:00 am - 6:00 pm
Fri 8:00 am - 4:00 pm
Sat & Sun Closed

TBR® Inspection Report

TAYLER FINANCIAL SERVICES

181 Dunlop Street West, Barrie, ON L4N 1B4

Since 2010

Savings Planning, Cash Flow Planning, Debt Management, Tax Planning, Pre-Retirement Planning, Retirement Planning, Registered Retirement Savings Planning, Registered Disability Savings Planning, Registered Retirement Income Funds, Financial Planning, Estate Planning & Registered Education Savings Planning

Get a Free Consultation Available - Provides their Clients with an Atmosphere of Trust and Knowledge So that they Will Grow in their Financial Confidence

ttayler@taylerfinancialservices.com

taylerfinancialbarrie.com

Mon - Fri 9:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report

SYNERGY LIFE FINANCIAL

92 Caplan Avenue, Suite 234, Barrie, ON L4N 9J2

Since 2000

Financial Planning, Retirement Planning, Group Benefits, Investments, Insurance, Business Succession Planning, Inheritance Planning, Cash Flow and Debt Management, and Health Spending Account Registered Retirement Savings Plans, Registered Education Savings Plans, Tax-Free Savings Accounts, Disability Insurance & Critical Illness Insurance

Blue Wealth Program is Available Across Ontario through Online and Telephone Meetings - Serves in Newmarket, Orillia, New Tecumseth, Orangeville & Aurora

info@synergylife.ca

synergylife.ca

Mon - Fri 9:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report