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The Best Financial Services in Barrie

Handpicked Top 3 Financial Services in Barrie, ON. They face a rigorous 50-Point Inspection, which 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

Registered Retirement Savings Planning, Income Protection Planning, Financial Planning, Retirement Planning, Investment Management, Registered Education Savings Planning, Estate Planning, Life Insurance Planning, Segregated Funds, 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

Reviews

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

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

Send Email

taylerfinancialbarrie.com

Reviews

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

TBR® Inspection Report

SYNERGY LIFE FINANCIAL

30 Quarry Ridge Road, Suite 201, Barrie, ON L4M 7G1

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

Reviews

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

TBR® Inspection Report