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BEST RATED HALIFAX, NS FINANCIAL SERVICES FR

3 Best Financial Services in Halifax, NS

Expert-recommended Top 3 Financial Services in Halifax, NS. 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!

Halifax financial service Eastport Financial Group
Halifax financial service Eastport Financial Group
Halifax financial service Eastport Financial Group
Halifax financial service Eastport Financial Group video
7+ YEARS IN TBR
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EASTPORT FINANCIAL GROUP

(4.8 Score)
371 St. Margaret’s Bay Road, Suite 201,
Halifax, NS B3N 1J8 Directions

Since 2000

Specialty:

✓ Financial Services ✓ Insurance ✓ Group Benefits ✓ Planning ✓ Wealth Management ✓ Financial Advisory Services ✓ Retirement Planning ✓ Tax Planning ✓ Succession Planning ✓ Estate Planning

“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.

2025 Update: Eastport Financial Group also has offices in Mahone Bay and Toronto.”

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License #A0114740

Contact:

(902) 474-5433

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

TBR® Inspection Report:

Halifax financial service Gordon Stirrett Wealth Management
Halifax financial service Gordon Stirrett Wealth Management
Halifax financial service Gordon Stirrett Wealth Management
7+ YEARS IN TBR
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GORDON STIRRETT WEALTH MANAGEMENT

(4.7 Score)
1741 Lower Water Street, Suite 210,
Halifax, NS B3J 0J2 Directions

Since 1996

Specialty:

✓ Retirement Planning ✓ Investment Planning ✓ Financial Planning ✓ Insurance Planning ✓ Corporate Tax Planning ✓ Estate Planning

“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.

2025 Update: They are privately owned and operated and have affiliations with a number of globally respected financial institutions.”

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Contact:

(902) 492-1119 (888) 878-0770

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

TBR® Inspection Report:

Halifax financial service Himmelman & Associates Financial Advisors Inc.
Halifax financial service Himmelman & Associates Financial Advisors Inc.
9+ YEARS IN TBR
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HIMMELMAN & ASSOCIATES FINANCIAL ADVISORS INC.

(4.7 Score)
1444 Dresden Row,
Halifax, NS B3J 3T5 Directions

Since 1996

Specialty:

✓ Investment Solutions ✓ Portfolio Options and Diversification ✓ Guaranteed Investment Certificates (GICs) ✓ Registered Retirement Plans (RRSP ✓ RRIF ✓ LIRA) ✓ Registered Education Savings Plan (RESP) ✓ Tax-Free Savings Account (TFSA) ✓ Tax and Estate Planning ✓ Financial Planning for Retirement ✓ Cash Flow Management and Needs Analysis ✓ Tax Minimization Strategies ✓ Needs Analysis and Risk Management ✓ Travel Insurance ✓ Life Insurance ✓ Health and Dental Insurance ✓ Long-Term Care Insurance ✓ Disability and Critical Illness Protection ✓ Group Benefits and Group Retirement ✓ Group Pension

“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.

2025 Update: 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.”

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License #3023413

Contact:

(902) 429-2422 (877) 429-2420

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

TBR® Inspection Report:

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EASTPORT FINANCIAL GROUP REVIEWS

Jonathan Lewis and his high energy team are amongst the most knowledgeable life insurance experts in Atlantic Canada. The group also gives back enormously to its community which was important to me when selecting my insurance provider. I am honored to be a long time client and friend.

I choose to work with Jonathan & his team at Eastport Financial as they share our values of valuing 'long term relationships' over 'short term profits'. His team took the time with us to really understand our goals and map out a plan to help us get there.

Jonathan and his team are consummate professionals always focused on what is right for the client. He is an exceptional professional, and his team is first rate. I highly recommend Jonathan and Eastport Financial.

These reviews are provided for information purposes and to help you make informed decisions.

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GORDON STIRRETT WEALTH MANAGEMENT REVIEWS

Moving to Gordon Stirrett Wealth Management 15 years ago has been the best financial decision I have made. Gordon and his team did a thorough analysis of my investments and built a plan to accommodate my long term retirement goals and risk tolerance. We did regular in person reviews and I was always impressed by Gordon’s preparation, clear communication skills and knowledge of the financial industry. I would leave his office with confidence knowing that we had a sound plan. I was recently offered a retirement package and Gordon’s team provided a complete analysis of my financial position and prepared a detailed plan for retirement. I am able to retire with confidence in my future financial security. I would highly recommend Gordon and his team. I am so glad that I took Gordon up on his offer for a 2nd opinion so many years ago. I would certainly not be in the position I am today without his sound advice.

I cannot possibly be more positive about and appreciative for what Gordon and his company have done for me over the past several years. Always understanding of my needs and fully informative regarding my options, they clearly stand head and shoulders over any other financial management company I have dealt with in the past. Most important, I have always gained, at times substantially, and never even once lost due to his investment strategies on my behalf. Keep up the excellent work.

I found the complimentary second opinion offered by Gordon Stirrett Wealth Management extremely helpful. The advisor I met with was extremely knowledgeable in not only investments, but insurance, and tax planning. I would highly recommend their services to anyone looking for quality advice.

HIMMELMAN & ASSOCIATES FINANCIAL ADVISORS INC. REVIEWS

I have been working with Brian as my personal financial planner for the past 15 years and I find his professionalism, knowledge and enthusiasm unmatched. He has assisted in the development of a solid plan that ensures my families protection and future. Thank you to Brian and his professional team.

I have been dealing exclusively with Brian for the past 20 years. During that time I have found him very knowledgeable and he helps make my financial decisions easy. The energy and enthusiasm he contributes to our portfolio is very much appreciated.

Brian Himmelman has been my trusted advisor for almost 20 years. I would recommend him to anyone. He has more knowledge in finance then any other advisor I know.

TBR® Inspection Score Report

EASTPORT FINANCIAL GROUP Total Inspection Points: 116/120
Business Hours: 8
Complete Info: 8
Business Images: 10
Contact Info: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy: 10
Videos: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

GORDON STIRRETT WEALTH MANAGEMENT Total Inspection Points: 113/120
Acknowledgments: 8
Business Hours: 8
Complete Info: 8
Business Images: 9
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

HIMMELMAN & ASSOCIATES FINANCIAL ADVISORS INC. Total Inspection Points: 112/120
Acknowledgments: 8
Business Hours: 8
Complete Info: 8
Social Media: 8
Business Images: 10
Contact Info: 10
Experience: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy: 10
Website Source: 10
Website Standard: 10

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