THREE BEST RATED BARRIE ON FINANCIAL SERVICES

Best Financial Service in Barrie, ON

Handpicked Top 3 Financial Services in Barrie. How do we actually find the most highly rated financial service? Our 50-Point Inspection includes everything from checking reputation, history, complaints, local reviews, nearness, satisfaction, trust and cost to the general excellence. That's not all... businesses do not pay us to list them. You deserve only the best!

WALTON FINANCIAL GROUP INC.

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

Since 2005

Investments, Income Protection, Retirement Planning, Estate Planning, Life Insurance, Segregated Funds, Mutual Funds, Disability & Critical Illness Protection

With a broad range of financial products including RRSPs (registered retirement savings plans), RESPs (registered education savings plans) and TFSAs (tax free savings accounts)

Voted "Top Financial Advisor of 2014 in Barrie by the Top Choice Awards

bradley@waltonfinancial.ca
waltonfinancial.ca

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

Walton Financial have been handling my money and my corporate health benefits package for years. They know what they are doing, they are in the business to win. Walk into their office you you will know what I am talking about. These guys don't mess around. If you are looking for a solid financial services company, then check out Walton financial in Barrie.
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SPECTRUM FINANCIAL STRATEGIES

339 Huronia Road, Barrie, ON L4N 8Z1

Debt and Cash Flow Management, Education Planning, Retirement Planning, Income Strategies, Investment Management, Risk Protection, Life Transition Planning, Special Needs Planning, Tax Planning, Estate & Succession Planning

Offers independent advice and personalized solutions

spectrum@spectrumfinancial.on.ca
spectrumfinancial.ca

Mon - Fri 8:00 am - 4:30 pm Sat & Sun Closed

Very professional service. Always ready to help and assist in personal financial planning as well as insurance. I’m very pleased and feel extremely confident doing business with Spectrum Financial.
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ATLANTIS FINANCIAL

48A Alliance Blvd, Barrie, ON L4M 5K3

Since 2000

Financial Planning, Tax Planning, Estate Planning, Portfolio Analysis, Insurance Analysis, Online Portfolio Access & Individual Pension Plans

Helps clients with customized and rewarding Financial Planning options and services

discover@atlantisfinancial.ca
atlantisfinancial.ca

By Appointment

They provide clients with sound, reliable financial advice to help them achieve financial independence and peace of mind.
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