3 Best Financial Services in Halifax, NS

"Gordon Stirrett Wealth Management is an independent firm that offers financial, retirement, and estate planning advice. Gordon Stirrett, CFP, is the principal of the firm. The team believes everyone deserves exceptional financial advice, as money impacts many aspects of their lives and benefits from the perspective of an experienced, trustworthy advisor. They prioritize treating clients like family, providing the best advice and service in every interaction. They offer regular check-ups and timely responses and are always available to handle new situations that may arise. They provide a second opinion on your financial plan at no charge and with no obligation. They are privately owned and operated and have affiliations with a number of globally respected financial institutions.

"Eastport Financial Group helps clients make the best financial choices for their families, businesses, and future. Their team works closely with clients to create lasting relationships. They can work with any person or corporation at any level. Their boutique approach embodies healthy, fully realized money as a flow for a healthy life. Their low ratio of clients to advisors gives you more focus, options, and time than you'll get at one of the massive firms or banks. Eastport Financial Group focuses on creating meaningful long-term relationships that have an impact. They take great pride in being as committed to their clients' financial success and future as they are. The team takes the time to understand their clients and how each is unique. They build personalized financial plans that reflect your desires and passion for life to ensure they meet your needs. Eastport Financial Group also has offices in Mahone Bay and Toronto.

"Himmelman & Associates Financial Advisors Inc. gives excellent financial advisory services in Halifax. The team uses a unique approach to solve the challenges that face today's families, professionals, and business owners. Brian Himmelman is president and Senior Financial Advisor of Himmelman & Associates Financial Advisors Inc. He is recognized as one of the leading independent advisors in Atlantic Canada and is often interviewed by television, local newspapers, and magazines on investments, tax and estate planning. The team provides their clients with exceptional financial planning expertise that enables them to create personal wealth, protect that wealth and give it according to their wishes. Himmelman & Associates Financial Advisors Inc. offers a complimentary second opinion of your financial plan. When you visit them, you will receive a complimentary review and assessment of your financial situation. They look at areas such as your investments, retirement plans, pensions, assets, insurance, taxes, and your short- and long-term goals.