3 Best Financial Services in Belleville, ON

“Active Wealth Management's team has grown, and their services have diversified, but their professionalism and standard of personal attention have remained consistent. They are a goal-oriented financial firm that helps clients build and protect all they have worked hard to create. They understand local challenges and opportunities and ensure these are reflected in your financial plan. Their unique approach to working with clients helps achieve financial clarity. They are proud to be an Ontario business specializing in the Eastern Ontario region. From their office in Belleville, they serve clients from east of Toronto, west of Kingston, south to the Bay of Quinte and Prince Edward County, north to Hastings and Algonquin Park, and northwest to the Peterborough-Kawartha region.

“Tipper Financial Services Ltd. offers a wide range of investment types and accounts. Adam Tipper is the President and Certified Financial Planner® of the firm. He joined Tipper Financial Services in 2006 and became co-owner of Tipper Financial Services Ltd. in 2008. The team at Tipper Financial works in a collaborative environment to ensure they provide their clients with a superior level of service for their financial planning needs. Their team includes financial advisors and administrative support staff. They strive to help their clients meet their goals while providing engaging and superior client service. They take the time to thoroughly understand what you want to achieve.

“Ian R Stock has had a successful tenure at Edward Jones. He and his team strive to treat clients as they would like to be treated by offering personalized service, including answering phone calls, handling transactions promptly, and being accessible to address their financial needs. Their primary mission is to meet the needs of soon-to-be-retired and retired investors seeking a stable and tax-efficient income stream from their retirement accounts. They provide transparent and competitive fee structures, regular reviews, and proactive communication. Their investment process is straightforward, using meticulously crafted, diversified portfolios built with quality investments, focusing on reasonable rates of return, steady cash flows, primarily through dividends, and ongoing risk assessment.