3 Best Financial Services in Halifax

“Eastport Financial Group is one of the leading financial consultants in Halifax, Canada. They help clients make the best financial choices for their families, businesses, and future. With over 14 professionals, 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 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.”

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“Gordon Stirrett Wealth Management is a privately owned financial planning firm in Halifax, Canada. Gordon Stirrett serves as the principal and certified financial planner. As an independent firm, Gordon Stirrett Wealth Management offers financial, retirement, and estate planning advice. They believe 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. Additionally, they provide a complimentary second opinion on your financial plan at no charge and with no obligation.”

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“Healy Financial Planning is an independent financial planner in Halifax, Canada, owned and led by Bob Healy, the president. After graduating from Acadia University in 1970, Bob Healy began his career with London Life. He later established Robert F. Healy Insurance Agency Inc., now known as Healy Financial Planning, where he dedicated his life to upholding the highest standards in financial services. Bob Healy's successful career is built on his extensive knowledge, compassion, and ability to form strong relationships. These allow him to create optimal financial solutions for his clients. His superior work ethic instills confidence, and clients trust him to utilize the best strategies to achieve their financial potential. Healy Financial Planning is a client-focused family business committed to lifelong relationships with clients. They understand the importance of planning for success and provide financial advice with personal care and respect. Their clients, including business owners and professionals, value their commitment to future planning, family care, and team well-being. Many clients have trusted Healy Financial Planning for generations, reflecting their integral role in the community. Located in downtown Halifax, Healy Financial Planning has served Nova Scotian families for decades, striving to earn daily trust. Contact them without hesitation to discuss the right plan and strategy for your unique circumstances.”

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