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3 Best Financial Services in Niagara Falls, ON

Expert recommended Top 3 Financial Services in Niagara Falls, ON. All of our financial services actually 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!

NEWTON FINANCIAL

6837 Thorold Stone Road, Niagara Falls, ON L2J 1B2 Directions

Since 2007

Here’s The Deal:
"
Newton Financial is a financial firm that provides the highest level of service to discuss your insurance and your financial requirements. Jay Newton is a wealth advisor and the president of the Newton Financial. He strives to provide a wide range of solutions to ensure you and your family's financial security. He offers your personalized insurance protection plan and investment strategy. Newton helps you build your financial plan with a few key elements and taking full advantage of a financial advisor’s expertise. Newton Financial keeps you up to date on current trends of financial security."

SPECIALTY:
Tax-Free Savings Accounts, Registered Retirement Saving Plans and Income Fund, Registered Education Saving Plans, Estate Planning, Life, Disability and Critical Illness Insurance, Mutual Funds, Non-Registered & Tax-Deferred Investing

[email protected]

newtonfinancial.ca

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

TBR® Inspection Report:

KEMP FINANCIAL GROUP INC.

3976 Portage Road, Niagara Falls, ON L2J 2K9 Directions

Since 2011

Here’s The Deal:
"
Kemp Financial Group Inc. is a family-owned business in its second generation that helps families and businesses to grow, manage, and transfer their wealth. They are a boutique firm specializing in wealth management. The team has seven professionals to provide wealth management plans and creative ideas on charitable giving using life insurance and registered funds. Wealth management can mean many things to various people, but to them, wealth management, in its purest form, means that they are your family's chief financial officer. The team focuses on improving your communication, growing your relationships, and leaving a legacy to help create a strong family foundation."

SPECIALTY:
Income Replacement Coverage, Life Insurance Plans, Life and Term Annuities, Segregated Fund Investments, Disability/Critical Illness, Asset Allocation, Registered Retirement Savings Plan, Pension Plans, Tax-Free Savings Accounts & Estate Planning

[email protected]

kfginc.ca

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

TBR® Inspection Report:

ROSS TAYLOR FINANCIAL CORPORATION

4725 Dorchester Road, Unit B3, Niagara Falls, ON L2E 0A8 Directions

Since 1995

Here’s The Deal:
"
Ross Taylor Financial Corporation is a financial planning firm that serves individuals and families in the Niagara Falls. Ross T. Taylor was founded the Ross Taylor Financial Corporation to 'assisting you in achieving financial well-being'. Ross retired from the financial services industry in 2008 when Jonathan Taylor replaced him as president of the firm. Jonathan Taylor is a certified financial planner and investment representative at Ross Taylor Financial Corporation. He strives to see every client understand all of their financial dreams. whether you aim to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio carefully, he has the experience and resources to satisfy your needs."

SPECIALTY:
Financial Strategy, Child Education, insurance, Tax, Estate, and Retirement Planning, Portfolio and Insurance Analysis, TFSA, RRSP, Business Planning & Investment

[email protected]

rtfc.ca

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

TBR® Inspection Report: