3 Best Financial Services in Fredericton, NB

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.

Working with Tyler has been such a positive experience. He gives the best advice for both short and long term goals, and he always takes the time to walk us through the details of our investments so we truly understand what we’re looking at and why. He's also helped us during tax season, weighing out different options that would benefit us. He keeps everything clear, organized, and stress-free with proactive communication and thoughtful guidance. We feel really confident having Tyler in our corner and would highly recommend him to anyone looking for trustworthy, down-to-earth financial support.

I’ve had an excellent experience working with Tyler. He is highly knowledgeable, professional, and always ensures I understand every step of the process. His advice has been invaluable for my long-term financial planning, and I truly appreciate his responsiveness and attention to detail. I would recommend Tyler to anyone looking for a trusted financial consultant.

Exceptional service and expertise. Tyler, our wealth management advisor provided clear, strategic advice and helped us make informed financial decisions. His attention to detail and proactive approach really stand out. We feel far more secure and organized financially since working with him and his team. Highly recommend them.