Here's The Rundown: Newton Financial is one of the leading financial planners in Niagara Falls, Canada. As financial advisors at Newton Financial, the team 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, they at 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.
3 Best Financial Services in Niagara Falls, ON
Expert recommended Top 3 Financial Services in Niagara Falls, Ontario. 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 NEWTON FINANCIAL REVIEWS
Jay has been assisting and guiding myself, my wife and two daughters with our insurance needs and has provided us with financial strategies for many years. He is extremely knowledgeable and will be there to help, every step of the way. His commitment to his clients is second to none and he will return your phone call!! Jay is very personable. He will put your mind at ease knowing his expertise and experience is on your side to help you attain your financial goals. Give Jay a call!! Meet with him!! You won’t be disappointed.
Jay and his team at Newton Financial are fantastic to work with! At every step, we always feel Jay is focused on our priorities and needs. He never tries to upsell us anything we don't know need and is always honest. His service is professional, thorough and well-informed. He takes the time to get to know his clients, does regular check ins and is an absolute pleasure to work with! We highly recommend calling him to discuss your needs.
We met with Jay to discuss life insurance. Jay was very thorough, uncovered an unmet need in our portfolio and he was able to explain everything to us so we understood exactly the implications of the decision we were making. I am very thankful for his honest, expert and caring way of taking care of us.
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.
![Lifetime Financial Planning Group Lifetime Financial Planning Group](https://threebestrated.ca/images/LifetimeFinancialPlanningGroup-NiagaraFalls-ON.jpeg)
Here's The Rundown: Lifetime Financial Planning Group is a top-notch financial planner in Niagara Falls, Canada. 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 strive to help clients achieve their financial goals and dreams with the least risk. 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.
Specialty:
Contact:
Working Hours:
TBR® Inspection Report:
TOP 3 LIFETIME FINANCIAL PLANNING GROUP REVIEWS
For a long time my wife and I had intended to get some life insurance. We have children with special needs and the "what if..." scenarios weighed heavy on our minds. We had an initial conversation, and then some research was done based on our needs. Soon after we met and started the application process which was quick and easy to understand. We feel a lot better in our situation now having this protection just in case something unexpected happens. Would definitely recommend LFPG for anyone looking to get life insurance.
I have dealt with Lifetime Financial for years and have always been very happy. I have full confidence in them and recommend them to friends and family.
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.
![Stacey Gooder - Edward Jones Stacey Gooder - Edward Jones](https://threebestrated.ca/images/StaceyGooderEdwardJones-NiagaraFalls-ON.jpeg)
Here's The Rundown: Stacey Gooder has had a successful tenure at Edward Jones in Niagara Falls, Canada. Her career in financial services began in 2004 with the Royal Bank of Canada, where she discovered her passion for helping people. She earned an Honours Bachelor of Arts in Psychology from Brock University in 2012. 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.
Specialty:
Contact:
Working Hours:
Sat: By Appointment Only
Sun: Closed
TBR® Inspection Report:
TOP 3 STACEY GOODER - EDWARD JONES REVIEWS
Stacey Gooder has been so helpful with my investments. She is very knowledgeable in RDSP and RESP. I really appreciate all the regular updates on my portfolio. She’s very easy to work with.
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.