3 Best Financial Services in Grande Prairie, AB

Expert-recommended Top 3 Financial Services in Grande Prairie, AB. 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!

10+ YEARS IN TBR
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NEIL & ASSOCIATES

10715-102 Street,
Grande Prairie, AB T8V 2X1 Directions

Since 2006

Specialty:

Wealth Solutions Financial Planning Investments Insurance Solutions Critical Illness Disability Life Insurance Group Benefits Financial Security

Neil & Associates is a locally owned financial planning firm that believes the best service comes from having a team of advisors and support staff who understand your local needs. With extensive experience in the benefits industry, they offer more than just financial planning; they provide a partnership that simplifies your financial journey. They start with a comprehensive audit of your current plan and provide tailored advice to enhance your benefits, ensuring you get the most value. Neil & Associates is dedicated to helping you navigate life's significant milestones, from career transitions and business changes to major personal events like marriage, having children, and preparing for their futures. Their personalized approach reflects their commitment to understanding and supporting your unique life journey.

2025 Update: Rob Neil is the President, Insurance Advisor and Investment Representative of the firm.

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License #861085199

Contact:

(780) 539-5943 (888) 274-0179

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

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3+ YEARS IN TBR
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HUNT GROUP PRIVATE WEALTH

11510 Westgate Drive, Unit 108,
Grande Prairie, AB T8V 4E9 Directions

Since 1993

Specialty:

Business Succession Planning Estate Planning Individual Pension Plans Investments Financial Planning Your Mortgage Your Way Charitable Giving Program Wealth Management Business Insurance Individual Insurance

Hunt Group Private Wealth firm's executive financial consultant is Dean Hunt. The team offers all the help you need to manage your assets and make financially sound decisions. With an eye on the future, their services are designed to help you meet all your goals. Whether you're looking for financial security, asset management for your estate, or sound advice for your business, they are here for you. They take pride in offering access to some of the most knowledgeable advisors in Grande Prairie. Their team comprises professionals with industry knowledge and experience, benefiting you from their expertise and additional resources. With their help, you can enjoy financial safety and security in everything you do. Their typical new client has $500,000+ in investable assets and seeks professional advice and assistance to manage their wealth.

2025 Update: They present you with your complete financial plan and explain how they can help you get from here to there.

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Contact:

(780) 831-9208 (780) 831-8813

Mon-Fri: 9am - 4:30pm
Sat & Sun: Closed

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9+ YEARS IN TBR
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MIKE HOEHN

EDWARD JONES 9835 101 Avenue, Unit 102,
Grande Prairie, AB T8V 5V4 Directions

Since 2001

Specialty:

Retirement Accounts Tax-Free Savings Account Brokerage Accounts Registered Education Savings Plan Cash and Credit Fixed-Income Investments Mutual Funds Exchange-Traded Funds Insurance and Annuities Business Insurance Annuities Living Benefits Insurance

Mike Hoehn has had a successful tenure at Edward Jones, where he champions a thoughtful approach to investing. He emphasizes that understanding your financial goals and comfort with risk is crucial before committing your money. Mike believes that investing is not just about numbers but about aligning your investments with your aspirations and values. Edward Jones's advisors work closely with you to craft customized strategies that reflect your unique goals and circumstances. They monitor your progress keenly, adjusting to keep you on track toward achieving your dreams. With Mike Hoehn and the team at Edward Jones, you're not just investing in assets; you're investing in a future that's tailored to your vision. Contact them to explore how they can help you navigate your financial journey with confidence and clarity.

2025 Update: Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, they can work together to develop specific strategies to help you achieve your goals.

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