Here's The Rundown: 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.
3 Best Financial Services in Halifax, NS
Expert recommended Top 3 Financial Services in Halifax, Nova Scotia. 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 cost to the general excellence. You deserve only the best!
TOP 3 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.
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These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Gordon Stirrett Weath Management Gordon Stirrett Weath Management](https://threebestrated.ca/images/GordonStirrettWeathManagement-Halifax-NS.jpeg)
Here's The Rundown: 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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Fri: 8:30am - 1pm
Sat & Sun: Closed
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TOP 3 GORDON STIRRETT WEATH 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.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here's The Rundown: 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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Sat & Sun: Closed
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TOP 3 HEALY FINANCIAL PLANNING REVIEWS
The factor that drew me to Healy Financial was that their approach was totally different from what I experienced with my previous bank advisor and brokerage firm. Having access to resources that support recommendations on tax strategies and putting plans in place for my other family members which tie directly into my financial plan was exactly what I looked for in a financial advisory firm. They helped me develop and implement a great strategy that has enabled me to manage my wealth, have fun along the way, grow it substantially so that I now can comfortably retire. Our relationship with Healy Financial is one where the focus is clearly on my family and what we are trying to accomplish. And I learned a lot along the way which helped me in my business planning. Dealing with a firm that can provide most if not all of your requirements makes it easy. It continues to be a pleasure to work with the team at Healy Financial…feel that I am part of the family.
Prior to consulting with Healy Financial we were in an unfortunate situation where our investments weren’t being managed in a manner that was meeting our family planning and financial goals. Our biggest worry when thinking about switching to another financial advisor was all advisors would be the same. When we met Matt and his team it was like night and day. We could start to see a way towards both our life and goals, and we feel confident in our financial security and future planning. The best thing about being part of Healy Financial is you really feel like they care about you and have your best interests at heart. When we chat with Matt about our investments, it is like chatting with a family member. He takes into consideration our life situation and goals. We know he has our back and wants to see us enjoying life with our family and reaching our financial goals.
Healy Financial has been servicing our business and personal financial needs for over five years. From administering and managing our corporate medical plan; life and disability insurance policies; and corporate and personal investment portfolios, Matt and Rob and their support team have consistently met our expectations and requirements. We would have no hesitation recommending Healy Financial to prospective clients with similar financial needs and goal.
Help others: Click Here to send review or send us your review to reviews@threebestrated.ca. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.