BEST RATED » BURLINGTON ON » FINANCIAL SERVICES

3 Best Financial Services in Burlington, ON

Expert recommended Top 3 Financial Services in Burlington, ON. All of our financial services actually 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!

CONTINUUM II INC.

478 Elizabeth Street, Burlington, ON L7R 2M2 Directions

Since 1996

Here’s The Deal:
Continuum II Inc. is the premier boutique financial service firm that assists business owners, professionals, executives and retirees in the GTA. Peter Andreana is a business owner specialist who is a holistic thinker and knack for looking at the big image and knowing details that need to be filled in for that image. Their mission is to help you reach financial well-being today and tomorrow, working together to make your dreams a reality and give a transformative experience. They built their reputation managing investments to reduce risk and help maximize gains. Continuum II Inc. uses a unique integrated planning approach that includes all fields of both personal and corporate financial planning services. They monitor and share your progress and connect with you to stay updated on your current and future needs.

SPECIALTY:
Budgeting, Insurance Analysis, Debt Management, Net Worth Projections, Charitable/Planned Giving Options and Plan, Wealth Management, Portfolio Analysis, Estate Solutions, Will Reviews, Investment, Financial and Retirement Planning, Employer Pensions, Employer Health & Dental Benefits

[email protected]

c2inc.com

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

TBR® Inspection Report:

HALTON WEALTH MANAGEMENT INVESTMENTS

1001 Champlain Avenue, Suite 300, Burlington, ON L7L 5Z4 Directions

Since 1999

Here’s The Deal:
Halton Wealth Management Investments offers professional wealth management services in Burlington. The firm is dedicated to helping its clients know their personal long-term financial goals and rest focused for years to come. They provide each of their clients with quality advice that is consistent, independent and honest. The firm works with serious investors who are driven to reach results by advising individually customized tax-efficient investment solutions. Their independent financial advisory firm is located in Burlington, with services available throughout Southern Ontario. You can get evening appointments; they are ready to meet you at a convenient place. They work primarily with serious investors who are motivated to achieve outstanding results. Halton Wealth Management Investments serves clients in Oakville, Mississauga, Milton, Toronto, and surrounding areas. Contact them to schedule a no-obligation consultation.

SPECIALTY:
Investment Solutions, Insurance Protection, Cash Flow, Wealth, Portfolio and Asset Management, Budgeting Advice, Registered Retirement Savings Plan, Employment Assistance, Business Consultancy, Succession, Pension, Tax, Estate, Financial & Retirement Income Planning

[email protected]

haltonwealthmanagement.com

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

TBR® Inspection Report:

KEVIN SCHUSTER, CFP, RRC - BOLD BARREL FINANCIAL

1357 Majestic Drive, Burlington, ON L7M 1G4 Directions

Since 2005

Here’s The Deal:
Bold Barrel Financial was established with a clear focus on helping those that need it to get out of debt, then helping them reach every goal they can think of. Kevin Schuster is a professionally qualified and certified financial planner in the firm. Bold Barrel Financial is proud to be your financial wealth advisor in Southern Ontario, specializing in estate planning and planning for real estate agents. They assist you in making financial decisions that suit your needs. By working with you closely one-on-one, you can feel assured knowing that your investments and future goals are in excellent and safe hands. Their plans are strictly committed to assisting you to feel comfortable about your future or the unexpected, which can happen anytime. With decades of valuable experience, their trained financial advice ensures you are fully protected against any unexpected change in your life. They also offer free consultations on their services.

SPECIALTY:
Real Estate Agents, Retirement, Estate, Insurance & Tax Planning

Online Booking

[email protected]

boldbarrel.ca/about

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

TBR® Inspection Report: