BEST RATED » NEWMARKET ON » FINANCIAL SERVICES

Best Financial Services in Newmarket

Expert recommended Top 3 Financial Services in Newmarket, ON. All of our financial services face 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!

THE BARTLEY TEAM

431 Timothy Street, Newmarket, ON L3Y 1P7 Directions

Since 1999

The Bartley Team offers straight forward financial solutions in Newmarket. Theresa Bartley is a certified financial planner, and Andrea Bartley is an investment advisor at the Bartley Team with investment planning counsel. Theresa Bartley has been individuals, families and business owners to plan for their financial security for over 19 years. She loves to work with clients of all ages. The team follows the personal wealth management strategy, a disciplined process created to help them plan and keep your plans on track. They offer tailor plans to suit your stage-of-life, plans and milestones. The Bartley Team provides a free assessment of your current financial situation.

INVESTMENT PLANNING COUNSEL - Private Wealth, Financial and Investment Strategies, Charitable Giving, Estate Planning, Retirement Income, Banking, Tax Planning, Portfolio, Cash & Credit Management

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bartleyteam.com

Reviews

Mon - Fri 9:00 am - 4:00 pm
Sat & Sun Closed

TBR® Inspection Report

WEALTH MAXIMIZATION GROUP

1260 Journey's End Circle, Unit 2, Newmarket, ON L3Y 8Z7 Directions

Since 1991

Wealth Maximization Group helps people maximize, protect and analyze their wealth to turn their visions into reality. They work as money translators where they first understand what you want your income, business and retirement to look like, and then together, they set a plan to get you there. The firm serves individuals, businesses, families and in the Newmarket area. Julie Kranitz-Andrade is a high energy and high achieving certified financial planner at Wealth Maximization Group. She strives to see every client realize all of their financial dreams, and she has the experience and resources to meet your needs. She is also an elder planning counsellor. She is continually learning, improving her knowledge, looking for innovative, legal strategies that will get her clients to their dreams faster.

Life Insurance, Wealth Maximization and Registered Retirement Savings Planning, Tax-Free Savings Account, Critical Illness, Annuities, Segregated Funds, Portfolio and Insurance Analysis, Mutual Funds, Pensions, Debt Management, Investing Financial Strategies & Asset Allocation

[email protected]

wealth-max.com

Reviews

Mon - Fri 9:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report

TK DALE WEALTH MANAGEMENT INC.

17075 Leslie Street, #7, Newmarket, ON L3Y 8E1 Directions

Since 2018

TK Dale Wealth Management Inc. offers full investment solutions to individuals looking for a personal touch and outstanding advice. Trevor Dale is a certified financial planner and founder who manages portfolios for families planning for retirement with high net worth, pension funds and hedge funds. He offers a customized approach to investment management that always puts you first. He starts with an in-depth analysis of your family finances and delivers your investment strategy. TK Dale Wealth Management Inc's main goal is the client's satisfaction, and they focus on creating quality relationships and providing above expectations.

Wealth and Portfolio Management, Risk Tolerances, Assets, Liabilities, Tax-Efficient Investment Solutions, Pension, Retirement Optimization and Estate Planning, Life Insurance, Annuities, Mortgages, Medical & Dental Benefits

[email protected]

tkdale.com

Reviews

Mon, Wed & Fri 9:00 am - 4:00 pm
Tue & Thu 9:00 am - 8:00 pm
Sat 9:00 am - 12:00 pm
Sun Closed

TBR® Inspection Report