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3 Best Financial Services in Halifax, NS

Expert recommended Top 3 Financial Services in Halifax, NS. All of our Financial Advisors 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!

GORDON STIRRETT WEATH MANAGEMENT

1741 Lower Water Street, Suite 210, Halifax, NS B3J 0J2 DIRECTIONS

Since 1996

Here’s The Deal:
Gordon Stirrett Wealth Management is one of Canada’s largest independent financial planning firms in Halifax. Gordon Stirrett is the Principal and Certified Financial Planner of this firm. He and his professional advisors help you find the answers to tough financial questions. Gordon Stirrett Wealth Management is a privately owned and operated and has affiliations with a number of globally respected financial institutions. The firm provides advice on financial, retirement and estate planning. They offer regular check-ups & timely responses and are always available to deal with new situations. Gordon Stirrett Wealth Management provides a complimentary second opinion on your financial plan at no charge, no obligation to the clients.

SPECIALTY:
Retirement, Investment, Financial, Insurance, Tax Planning, Education, Risk Debt & Wealth Management

[email protected]

gordonstirrett.com

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Mon-Thu: 8:30am - 5pm
Fri: 8:30am - 1pm
Sat & Sun: Closed

TBR® Inspection Report:

LIFEQUEST FINANCIAL GROUP

2625 Joseph Howe Drive, Suite 26 Armdale Professional Center, Halifax, NS B3L 4G4 DIRECTIONS

Since 1994

Here’s The Deal:
LifeQuest Financial Group has over 28 years of experience in the financial service industry. Sharon Kinsman is the president of the firm. Their team is dedicated to understanding your goals and providing you with the professional financial security advice needed to help you achieve these goals. LifeQuest Financial Group strives to build a financial security plan tailored to help meet your specific needs. Their key services include risk management, wealth management and banking solutions. The firm works with you by reviewing your financial security plan from time to time. They also conduct financial wellness programs that include a security planning process. LifeQuest Financial Group provides financial security and peace of mind in uncertain times to clients.

SPECIALTY:
Retirement Planning, Employee Benefits, Life Insurance Planning, Disability Insurance, Specialized Investment Products, Estate Planning, Risk Management, Wealth Management, Debt Reduction, Financial Planning & Money Management Strategies

[email protected]

facebook.com/lifequestfin...

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

TBR® Inspection Report:

EASTPORT FINANCIAL GROUP INC.

371 St. Margaret’s Bay Road, Suite 201, Halifax, NS B3N 1J8 DIRECTIONS

Since 2006

Here’s The Deal:
Eastport Financial Group Inc. adds meaning to financial flow to help you live with purpose. Jonathan Lewis is the president of the firm. He and his team members assist clients to make the best financial choices possible for their families, business and future. Eastport Financial Group Inc. serves more than 1000 families and over one hundred million dollars in direct community impact. The firm specializes in providing investments, insurance, retirement, and estate planning. Their boutique approach embodies healthy, fully-realized money as a flow for a healthy and fully-realized life. Eastport Financial Group Inc. builds financial plans that are personalized and reflect your individual desires.

SPECIALTY:
Tax, Succession, Retirement and Estate Planning, Employee Benefits and Compensation, Salary Continuation and Group Registered Retirement Savings Plan, Pension Planning, Executive Compensation & Philanthropy

[email protected]

eastportfinancialgroup.com

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

TBR® Inspection Report: