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BEST RATED FREDERICTON, NB FINANCIAL SERVICES FR

3 Best Financial Services in Fredericton, NB

Expert-recommended Top 3 Financial Services in Fredericton, NB. 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!

Fredericton financial service Chamberlain Wealth Management Inc
Fredericton financial service Chamberlain Wealth Management Inc
Fredericton financial service Chamberlain Wealth Management Inc video
10+ YEARS IN TBR
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CHAMBERLAIN WEALTH MANAGEMENT INC

(4.9 Score)
140 Rue Carlton Street, Suite 101,
Fredericton, NB E3B 3T4 Directions

Since 2007

Specialty:

✓ Financial and Retirement Planning ✓ Estate Planning ✓ Employee Benefits ✓ Group and Registered Retirement Savings Plans ✓ Life Critical-illness and Disability Insurance ✓ Tax-free Savings Accounts ✓ Extended Health ✓ Long-term Disability ✓ Investment ✓ Life Insurance ✓ Investments

“Chamberlain Wealth Management Inc. is an independent fee-based Wealth Management practice. Andrew Chamberlain is the Chief executive officer and Investment funds advisor at Chamberlain Wealth Management Inc. They strive to educate clients about the critical relationship between risk and return. They provide disciplined financial management that identifies sources of revenue. Their professional financial advice helps ensure you make the best decisions to grow your wealth and meet your goals. Chamberlain Wealth Management's primary goal for retirees is to make sure their retirement income is consistent. Their long-term strategy for your financial security is based on consistency, understanding, and trust.

2025 Update: Andrew Chamberlain brings nearly two decades of experience to the forefront. He specializes in macroeconomic analysis, guiding high-net-worth individuals and business families towards achieving unparalleled financial success.”

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License #1885536

Contact:

(506) 457-5524

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

TBR® Inspection Report:

Fredericton financial service Brad Gallant - Edward Jones
Fredericton financial service Brad Gallant - Edward Jones
Fredericton financial service Brad Gallant - Edward Jones
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BRAD GALLANT

(4.8 Score)
EDWARD JONES 74 York Street,
Fredericton, NB E3B 3N5 Directions

Specialty:

✓ Financial Planning ✓ Budgeting ✓ Wealth Management ✓ Customer Service ✓ Financial Advisory ✓ Wealth Strategies ✓ Retirement Savings Strategies ✓ Retirement Income Strategies ✓ Intergenerational Planning ✓ Estate and Legacy Strategies ✓ Business Owner Considerations

“2025 Update: Brad Gallant is a financial advisor at Edward Jones. He is a personal financial planner, certified international wealth manager and designated financial services advisor. His team includes 2 branch office administrators, Rachel Godin and Janet Kelly. The team assists pre-retiree accumulators, typically aged 40-60, who are extremely focused on building their wealth and protecting it. They build a comprehensive yet easy-to-understand plan, outline clear steps to take and then take action. They help you prepare for retirement, save for education and be a tax-smart investor.”

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Contact:

(506) 474-2436

Mon-Fri: 8am - 5pm
Sat & Sun: By Appointment Only

TBR® Inspection Report:

Fredericton financial service Clark Financial Advisory Group
Fredericton financial service Clark Financial Advisory Group
Fredericton financial service Clark Financial Advisory Group
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CLARK FINANCIAL ADVISORY GROUP

(4.8 Score)
570 Queen Street Barker House, Suite 500,
Fredericton, NB E3B 6Z6 Directions

Specialty:

✓ Total Wealth Planning ✓ Investment Management ✓ Insurance Solutions ✓ Risk Management ✓ Wealth Optimization ✓ Tax-efficient Strategies ✓ Business Transition Planning ✓ Contingency Planning ✓ Inter-generational Wealth Planning ✓ Will and Estate Planning ✓ Philanthropic Advisory Services

“2025 Update: Clark Financial Advisory Group focuses on strategically managing risks for clients while preserving and growing their assets. Cameron Clark is a wealth advisor and portfolio manager at the Clark Financial Advisory Group. He is a proud holder of the CFP® designation and the FCSI® designation. Cameron Clark works with successful business owners, families, and professionals to help guide them in their personal and professional achievements. He specializes in working through complex financial situations with families and helping them implement tax-efficient intergenerational planning. He is dedicated to continuing education and believes in a team-based approach to wealth management where all the respective professionals work together to reach the best outcome for the client and their families.”

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Price:

Telephone making $650
Investment Starts from $1,000,000
McLeod Young Weir Limited
Started with $40,000

Contact:

(888) 450-6465 (506) 450-6466

Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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CHAMBERLAIN WEALTH MANAGEMENT INC REVIEWS

Where is all this money coming from? I ask every time I open my portfolio with the handy app that shows all of my investments, very happy with the growth in a short amount of time. North of 20% last year alone. Staff is friendly, they invest time in their clients and explain things, so they are easily understood to make you feel comfortable with the plan.

Andrew Chamberlain and the entire team at Chamberlain Wealth Management Inc. are the true epitome of professionals and are true experts in their field. As an advisor myself, I can easily distinguish between advisors and know this team is among the very best in the industry! If you are a client, you are in great hands with people who truly care about YOUR success.

Vijal did a great job helping me with my life insurance! Very patient with my questions.

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BRAD GALLANT - EDWARD JONES REVIEWS

If you are looking for a Financial/Investment Planner-Advisor - look no further. Brad Gallant at Edward Jones is your guy!!. In fact we worked with an advisor with another company for many years, had occasion to meet and work with Brad and ultimately switched our entire portfolio over to him when he moved to Edward Jones. My husband and I want to say a big THANK YOU to Brad. We are so pleased with how responsive and attentive he is, has been and continues to be. Love the way he explains things so that us Lay people can understand. He is very skilled at what he does - yet also down to earth and relatable too!! His clients are very lucky to have him and we feel in the best of hands with his financial guidance.

Brad is a true professional and an expert that you can rely on. No one better to help you with your financial goals and investment strategies.

We have been working with Brad for several years now. He is an expert in his field and is excellent at explaining your options to meet your financial goals. Thanks to Brad’s advice and planning, I was able to retire earlier this year. Finding a financial planner that is not only experienced & knowledgeable but that you trust is not easy. If you are looking for someone that meets all of those requirements, I would highly recommend you have a conversation with Brad.

CLARK FINANCIAL ADVISORY GROUP REVIEWS

Working with Clark Financial Advisory group has been an incredible experience! Their expertise and guidance have given me the confidence to make smarter decisions, and I’ve seen real growth because of it. The team is always professional, reliable, and truly has my best interests at heart. I couldn’t be happier with the results and look forward to what the future holds!

The best at what they do. It feels great to have a team that is well rounded, well connected and cares about your success.

TBR® Inspection Score Report

CHAMBERLAIN WEALTH MANAGEMENT INC Total Inspection Points: 117/120
Business Images: 8
Complete Info: 9
Business Hours: 10
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy: 10
Videos: 10
Website Standard: 10

TBR® Inspection Score Report

BRAD GALLANT - EDWARD JONES Total Inspection Points: 116/120
Website Standard: 8
Business Hours: 9
Complete Info: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy: 10
Service Diversification: 10
Website Source: 10

TBR® Inspection Score Report

CLARK FINANCIAL ADVISORY GROUP Total Inspection Points: 115/120
Business Hours: 8
Website Standard: 8
Complete Info: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Pricing: 10
Reviews Accuracy: 10
Website Source: 10

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