3 Best Financial Services in Chatham, ON

Expert-recommended Top 3 Financial Services in Chatham, ON. All of our Financial Advisors actually undergo a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and price - all to ensure overall excellence. You deserve only the best!

8+ YEARS ON TBR
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GREG DAVENPORT, FMA,FCSI

EDWARD JONES INVESTMENTS
460 Saint Clair Street,
Chatham, ON N7L 3K8 Directions

Since 1999

Specialty:

✓Investment Advice ✓Customized Wealth Strategies ✓Retirement Solutions ✓Living in Retirement ✓RRIFs ✓LIFs ✓Preparing for Retirement ✓RRSPs ✓LIRAs ✓Tax Free Savings Accounts ✓TFSAs ✓Individual Pension Plans ✓IPPs Wealth Protection ✓Insurance ✓Estate and Legacy Considerations

"Greg Davenport has been fulfilling the role of a financial consultant at Edward Jones. Additionally, he holds the esteemed FCSI and FMA designations as a limited partner, enhancing his ability to effectively cater to his clients' needs. At Edward Jones, the firm's focus centers on assisting dedicated investors with retirement savings, wealth strategies, as well as estate and legacy strategies. Their establishment aids in pinpointing specific financial goals and crafting corresponding strategies to propel you toward their attainment. Regular monitoring ensures you remain aligned with your objectives or enables necessary adjustments. Their investment philosophy revolves around a commitment to quality and a preference for long-term investment strategies. With 26 years of experience, they offer on-site services and provide complimentary consultations to ensure you receive the best possible financial guidance. They can help you develop a complete, tailored strategy to achieve your financial goals. With thousands of people and advanced technology support, they can help ensure you receive the most current and comprehensive guidance.

2026 Highlights: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies."

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Price:

Edward Jones Guided Portfolios
Fee-Based Annual Program Fee Starting 1.5%

Contact:

(519) 351-1022 (866) 708-8668

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

TBR® Inspection Report:

Utley Financial Group - Chatham, ON Financial Services - Portrait
Utley Financial Group - Chatham, ON Financial Services - Professional Highlights
Utley Financial Group - Chatham, ON Financial Services - Office Image
8+ YEARS ON TBR
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UTLEY FINANCIAL GROUP

3 William Street, #3,
Chatham, ON N7M 6B3 Directions

Since 2010

Specialty:

✓Investment Planning ✓Retirement Solutions ✓Individual Pension Plan ✓Wealth Management and Tax Reduction ✓Financial Security Planning ✓Group Benefits ✓Employee Retirement Plans ✓Tax Reduction Strategies ✓Buy-sell Agreements ✓Life Insurance ✓Critical Illness Insurance ✓Disability Insurance ✓Health and Dental Insurance ✓Estate Planning ✓Annuities

"Utley Financial Group firm's certified financial planner and a lifetime Million Dollar Round Table member is Darrin Utley. Darrin incorporated his business in 2010 under the name "Utley Financial Group," which gives him greater flexibility in providing products and advice to his clients. The team at Utley Financial Group understands that your goals and dreams are as individual as you are. Whether you're starting a new family, preparing for retirement, or saving for your child's future, they will create a customized plan that helps turn your goals into realities. They believe engaging in a comprehensive needs analysis with each client is important. They strive to provide strategic solutions to their clients. They also offer free life insurance quote.

2026 Highlights: Utley Financial Group offers financial security planning process and you will continue an on-going relationship with your financial security advisor, keeping your overall plan up to date in changing circumstances."

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License #1000538476

Contact:

(519) 397-5000 (519) 397-1432

Mon-Fri: 9am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

Arrival Financial Solutions | Sun Life - Chatham, ON Financial Services - Portrait
Arrival Financial Solutions | Sun Life - Chatham, ON Financial Services - Office Image
Arrival Financial Solutions | Sun Life - Chatham, ON Financial Services - Work Image
3+ YEARS ON TBR
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ARRIVAL FINANCIAL SOLUTIONS | SUN LIFE

132 Queen Street,
Chatham, ON N7M 2G6 Directions

Since 2008

Specialty:

✓Financial Planning ✓Group Benefits ✓Business Planning ✓Retirement Planning ✓RESP ✓LIF ✓RRIF ✓TFSA ✓GIC ✓LIRA ✓Life Annuity ✓Segregated Funds ✓Personal Health Insurance ✓Critical Illness Insurance ✓Travel Insurance ✓Long-term Care Insurance ✓Personal and Family Health Insurance ✓Dental Insurance ✓Life Insurance ✓Disability Insurance ✓Whole Life Insurance ✓Participating Life Insurance ✓Term Life Insurance ✓Permanent Life Insurance ✓Universal Life Insurance ✓Estate Planning ✓Saving ✓Budgeting ✓Investing

"Arrival Financial Solutions | Sun Life is owned by Susan Bechard. She has worked in the financial services industry since 1991, helping families, women in transition, professionals, and business owners reach their goals. At Arrival Financial Solutions, the team focuses on business owners, group benefits, and helping women through life transitions. They work with clients from the Chatham-Kent area who have a goal in mind but need help. The team will continue to seek, learn, and know the facts to provide distinct, wise solutions. They believe honesty and sincerity are the keys to long-term successful relationships.

2026 Highlights: Arrival Financial Solutions | Sun Life will help you by building up your financial well-being while protecting yourself, your family or your business."

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Contact:

(519) 397-4141

Mon & Tue: 9am - 7pm
Wed & Thu: 9am - 5pm
Fri-Sun: Closed

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