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BEST RATED MILTON, ON FINANCIAL SERVICES FR

3 Best Financial Services in Milton, ON

Expert-recommended Top 3 Financial Services in Milton, ON. 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!

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KULLA FINANCIAL

(4.9 Score)
717 Main Street East,
Milton, ON L9T 3Z3 Directions

Since 2016

Specialty:

✓Investing and Retirement ✓Life Insurance ✓Critical Illness Insurance ✓Disability Insurance ✓Employee Benefits ✓Employee Health Benefits ✓Employee Wellness Programs ✓Budget and Get Out of Debt ✓Financial Planning ✓Investment Management ✓Retirement Planning ✓Estate Planning ✓Tax Planning ✓Education Planning ✓Financial Education ✓Business Planning

"Kulla Financial's founder and financial advisor is Dean Kulla. He offers a comprehensive suite of services to optimize your financial well-being and business success. He understands the challenges and opportunities unique to your position. By leveraging his expertise, he helps you implement strategic group benefit plans that attract and retain top talent while managing costs effectively. Dean Kulla and his team help preserve and transfer wealth seamlessly through estate planning, securing a lasting legacy for future generations. They are dedicated to assisting individuals in Milton, Ontario, and throughout the province to achieve their investment and life insurance goals. Their mission is to protect and create wealth for generations to come. They firmly believe in getting to know their clients personally and understanding their unique aspirations and dreams. By taking the time to truly understand who they are and what they want to accomplish in both the short and long term, they can tailor their services to meet their specific needs. Kulla Financial also offers a free consultation.

2026 Highlights: Kulla Financial establishes the positive financial behaviours necessary to aggressively grow your wealth today and secure the prosperity of your next generations tomorrow."

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License #781904750

Contact:

(905) 636-4401

Mon-Fri: 10am - 5pm
Sat: 10am - 2pm
Sun: Closed

TBR® Inspection Report:

Adnan Ganiwalla - Milton, ON Financial Services - Portrait
Milton financial service Adnan Ganiwalla - EDWARD JONES video
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ADNAN GANIWALLA

(4.8 Score)
EDWARD JONES 310 Main Street East, Suite 103,
Milton, ON L9T 1P4 Directions

Since 2004

Specialty:

✓Retirement Savings Strategies ✓Estate and Legacy Strategies ✓Business Owner Considerations ✓Business Retirement Plans ✓Sustainable Investing ✓Retirement Planning ✓Education Savings ✓Financial Planning ✓Investment Planning

“2026 Highlights: Adnan Ganiwalla is a financial advisor at Edward Jones. He believes it's important to invest time to understand what you're working toward before you invest your money. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, they can work together to develop specific strategies to help you achieve your goals. He helps clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.”

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Contact:

(905) 864-6959

Mon-Fri: 8:30am - 4:30pm
Sat: By Appointment Only
Sun: Closed

TBR® Inspection Report:

Brandon Parkes - Milton, ON Financial Services - Portrait
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7+ YEARS ON TBR
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BRANDON PARKES

(4.8 Score)
IG WEALTH MANAGEMENT
1130 Steeles Avenue East, Suite 2,
Milton, ON L9T 6C8 Directions

Since 2013

Specialty:

✓Financial Planning ✓Investment Planning ✓Retirement Income Strategies ✓Tax Planning ✓Estate Planning ✓Mortgage Strategy ✓Investment Products ✓Living Plan Reviews ✓Insurance

"Brandon Parkes is a financial advisor at IG Wealth Management and possesses strong ties to the local community. Collaborating closely with his proficient team and harnessing the best-in-industry resources, he orchestrates the creation of dynamic living plans. These living plans are meticulously designed to pinpoint your specific aspirations and guarantee you remain steadfast on the path toward their realization. Brandon's outstanding commitment and expertise were underscored when he was honoured with the "Businessperson of the Year" award in Milton in 2020. In the current landscape, achieving financial peace of mind has gained unparalleled significance. As you steer towards goals encompassing retirement, business success, your children's futures, your legacy, and the myriad joys that lie in between, having the guidance of an authentic expert who treats you like family is invaluable. Rest assured, Brandon's dedication ensures that your needs are not only met but exceeded. His unwavering support is available at every turn, ensuring you remain empowered throughout your journey. They offer online appointment scheduling and exceptional customer service. Their comprehensive approach to financial planning goes beyond investments to include strategies for reducing taxes and helping your investments grow faster.

2026 Highlights: Brandon Parkes uses the IG Living Plan framework, which covers key dimensions: optimizing your retirement, managing cash flow, preparing for the unexpected, sharing your wealth and planning for major expenses."

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Contact:

(416) 450-8538 (888) 801-9406

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KULLA FINANCIAL REVIEWS

Dean at Kulla Financials has immense knowledge of different insurance plans that he helps to cater to your specific needs. He was very quick to help us find the right plan for our mother travelling from US with pre existing conditions. Not only that, once you meet Dean, you find a great friend and an awesome community player who is just a phone call away to help you in any situation. Thank you Dean for always being there.

Dean from Kulla To Financial exemplifies dedication to customer service and finding (or customizing) the best solution for any challenge. As he expands his group benefits portfolio, he can improve what businesses get for their money and considerably enhance their experience. Dean cares deeply and is there for the company and the employees. Kulla To Financial is not a vendor; they are true partners and enablers of talent attraction, retention and business growth in a competitive market.

Dean is a master in his field. Any questions arise... just ask and if he doesnt know the answer off the top of his head he will surely get an answer to you in a short amount of time. I use him for my benefits and couldnt be happier with the service and responsiveness. Would never hesitate to recommend.

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ADNAN GANIWALLA - EDWARD JONES REVIEWS

I have been working with Adnan to build my investment portfolio for almost two years now. I was recommended to him by my brother because I didn’t know where to begin or what gaols to set up financially. Adnan knows what he is doing and he is good at what he does which is why I trusted him to guide me on the financial decisions to make that suited my profile best. Because of this I’m on track to reaching my goals, as well as being in a good place for retirement. I would highly recommend Adnan whether you know what your financial goals are or even if you don’t. It’s been a great experience so far working with him.

We have been Adnan's client for the past couple of years and have found him to be extremely professional and competent. Adnan holds regular touchpoints to review our portfolio and is proactive in giving us his professional advise in any changes that need to be made. Adnan makes himself avialble and takes the necessary time to ensure we feel comfortable and answer any questions we have. The customer service we have received from Adnan and his team is exceptional and I highly recommend him to anyone looking for financial planning. Thank you Adnan.

Adnan has been an integral part of my family and businesses financial planning and support. He has always gone above and beyond and his financial integrity, understanding of the markets and environment and commitment to always looking for the best for his clients sets him apart. We are glad to have Adnan and Edward Jones help us plan for our future.

BRANDON PARKES - IG WEALTH MANAGEMENT REVIEWS

I highly recommend Brandon Parkes of IG Wealth Management for any and all of your financial planning and insurance needs! He is extremely knowledgeable and passionate about making sure you are prepared in life when you need it the most. He takes the time to get to know you and your personal financial goals and puts together a realistic plan that is easy to follow. Every time I have a question he is able to give me an explanation I can understand and feel confident in. If you're just starting out, thinking about retirement or any where in between Brandon can definitely help you be the most prepared for what life might throw your way.

If you live in Milton as I do, you likely know Brandon from his presence within our community and the many events and charities he gives back to. Aside from his talents as an advisor and financial planner, Brandon is a genuine, true family man that I can relate to and feel very comfortable with discussing financial matters with. I highly recommend Brandon Parkes if you are seeking financial advice and guidance in the Milton area.

I have been lucky enough to worked with Brandon and all my experiences were great. Always followed up and handle all my concerns. Thanks Brandon.

TBR® Inspection Score Report

KULLA FINANCIAL Total Inspection Points: 117/120
Experience: 8
Acknowledgments: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy: 10
Videos: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

ADNAN GANIWALLA - EDWARD JONES Total Inspection Points: 116/120
Business Images: 8
Acknowledgments: 9
Complete Info: 9
Contact Info: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy: 10
Videos: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

BRANDON PARKES - IG WEALTH MANAGEMENT Total Inspection Points: 115/120
Experience: 8
Business Images: 9
Complete Info: 9
Responsiveness: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy: 10
Videos: 10
Website Standard: 10

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