3 Best Financial Services in Niagara Falls, ON

“Newton Financial strives to offer a broad range of solutions to help you ensure financial security for yourself and your family. Most importantly, they will assist you in developing your own investment plan by ensuring you understand a few key elements and letting you take full advantage of a financial advisor's expertise. By working together, they will take your personalized insurance protection plan and investment strategy and help turn your dreams into reality. Whether you're looking for investment solutions or steady growth products, their investment strategies will help you evaluate your options and ensure you comprehend and are comfortable with your decisions. As your financial advisor, Newton Financial will work diligently to earn the trust and confidence of their valuable clients while providing the highest level of service to address your insurance and financial needs and concerns.

“Lifetime Financial Planning Group strives to help clients achieve their financial goals and dreams with the least risk. Alan Filer is the owner and financial planner of the firm. The team at Lifetime Financial Planning Group will work hard to earn your trust. They take the time to understand what you need, your goals, and your dreams. Then, they create a solid financial plan that gives you peace of mind about your money and future. Their clients' financial well-being is paramount above everything else. They work hard to keep all their clients informed about important financial topics. To this end, they publish a monthly e-newsletter full of articles and links to help their clients make smart choices about money.

“Stacey Gooder earned an Honours Bachelor of Arts in Psychology from Brock University in 2012. Her career in financial services began in 2004 with the Royal Bank of Canada, where she discovered her passion for helping people. There, she found her passion for understanding people. As a financial advisor at Edward Jones, Stacey recommends every strategy and solution tailored to what is important to you. Together, they will build a roadmap so you'll always know where you stand and what steps you can take to achieve your goals. They work with individuals and families with complex needs. They will partner with you and your family throughout your lives to keep you on track toward your goals. At Edward Jones, they are focused on you. The firm has thousands of people and advanced technology supporting their office so that they can help you reach your financial goals. They value connecting with you on your terms, offering both virtual and in-person appointments. They offer evening and weekend appointments, which are available by request.