3 Best Financial Services in Moncton, NB

“Retirement Planning Solutions is one of the leading financial planners in Moncton, Canada. Josh McWilliam and Kaming Wong are the owners of Retirement Planning Solutions. They are supported by financial planners Remi Cyr and Stephen Beyea. The team at Retirement Planning Solutions offers expert advice with products and services that work for you now and in the future because financial freedom should leave room for you to live. They are here to guide you through the ups and downs of building and living your best life, giving you the confidence to focus on what matters most to you. They are focused on helping you achieve freedom and choice at all stages of life. To do this, they use an in-depth and proven planning process based on the four cornerstones of financial security.

“Maisey Financial Services is providing dedicated service to its community. If you live in Greater Moncton or Southeast New Brunswick, it's almost certain that one of your neighbours has met with John Maisey and his team. Everyone looks down the road of life with some degree of uncertainty. Investment advice can be complicated, and there always seems to be risk involved that they don't have the skills or expertise to control. This is where the team at Maisey Financial Services is different. They build your plan around your hopes and dreams and tell you up front if it's doable and what needs to change if it isn't. They focus on what's probable based on their 27-year history of working with people and seeing how things can go up or down, not what some spreadsheet says might be possible if you're lucky and everything works out perfectly. They don't believe in gambling on your future. Most importantly, they use a range of tools backed by some of the largest and most stable companies in the investment world and are not coming into your life with a goal of selling you something that might not be right for your goals. At the end of the day, they help their clients sleep better at night, and this is why they are consistently chosen by people in your community. Reach out and speak to John, Alexandria or Lynnsy and see how they are different.

“Discovery Financial Services has a passion for a client-focused process and service and believes communication is essential for building a strong plan and relationship. Bill Lane is the firm's founding partner and Certified Financial Planner. His role as a financial planner is to inform and understand his clients. The purpose of the team at Discovery Financial is to help their clients achieve their financial goals and objectives. With over 40 years of combined industry experience, they are well-equipped to provide expert advice on various financial matters and insurance planning. Their team recognizes that financial decisions can be complex and overwhelming, and they strive to simplify the process and provide guidance and support every step of the way. Ultimately, their goal is to help their clients achieve financial security, peace of mind, and the ability to pursue their dreams and aspirations.