BEST RATED » SARNIA ON » FINANCIAL SERVICES

3 Best Financial Services in Sarnia, ON

Expert recommended Top 3 Financial Services in Sarnia, 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!

PEDLAR FINANCIAL

443 Exmouth Street, Unit 5, Sarnia, ON N7T 5P2 Directions

Since 2012

Here’s The Deal:
Pedlar Financial helps individuals, families, professionals, and business owners plan for a secure & prosperous life through independent strategic planning. Aaron Pedlar of Pedlar Financial provides a unique approach. He takes the time to get to know you, listens & helps incorporate a plan to help you achieve your short and long-term financial goals. As an independent financial advisor, their solutions offer you unbiased advice on products across the market. They help individuals, families, professionals and business owners plan for a secure and prosperous life through independent strategic planning. Experience shows that when the choices are clearly explained, people recognize the value of independent financial advice. Whether you are just getting started, on the brink of retirement, or somewhere in between, he looks forward to learning more about you and helping you have more clarity about your future. Contact them to schedule a free consultation.

SPECIALTY:
RRSP Registered Retirement Savings Plan, TFSA Tax-Free Savings Account, RESP Registered Education Savings Plan, RRIF, LIRA and LIF Locked-In Retirement Account Life Income Fund, RDSP Registered Disability Savings Plan, Financial Strategies, Estate and Retirement Planning, Life, Disability, Critical Illness, Health & Travel Insurance

Book Appointment

[email protected]

pedlarfinancial.com

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Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

SLATER WEALTH MANAGEMENT

1360-B L'Heritage Drive, Sarnia, ON N7S 6H8 Directions

Since 2004

Here’s The Deal:
Slater Wealth Management provides financial planning services to individuals, professionals, families, and businesses across Sarnia. They are committed to understanding your goals and giving you professional financial security advice. They have experienced financial advisors and support teams to help you to the right choice for your financial needs. The team is serving over 3,000 clients concentrated mostly in Southern Ontario. Slater Wealth Management's experienced financial advisors and support teams make them the right choice for all your financial needs. They also serve in Lambton, Kent, Essex, Middlesex, Oxford, Elgin, Huron, Perth, Bruce, Grey Counties and surrounding cities.

SPECIALTY:
Life, Disability, Critical Illness, Health and Travel Insurance, RRSP Registered Retirement Savings Plan, TFSA Tax-Free Savings Account, RESP Registered Education Savings Plan, RRIF, LIRA and LIF Locked-In Retirement Account Life Income Fund, RDSP Registered Disability Savings Plan, Financial, Estate & Retirement Planning

[email protected]

slaterwealth.ca

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Mon-Fri: 9am - 5pm
Sat & Sun: By Appointment

TBR® Inspection Report:

CRAIEVICH FINANCIAL SERVICES

133 Kendall Street, Sarnia, ON N7V 4G6 Directions

Since 2011

Here’s The Deal:
Craievich Financial Services is an intuitive financial planning company that acts with integrity and leadership. They have built their firm on 35 years of experience in the financial services industry. The firm has a well-organized administrative team who are proud to work here and choose to stay. Their associates operate independently under the umbrella of Craievich Financial and serve some of their clientele. They use a complete financial security planning process with straightforward solutions for clients to understand and move through life stages and business opportunities. Their team provides flexible and affordable health and wellness solutions for owners and employees. Their associates operate independently under the umbrella of Craievich Financial and serve some of their clientele.

SPECIALTY:
Investment Management, Exit Strategy, Asset Allocation, Education, Savings, Business, Retirement, Tax, Legacy, Financial, Wealth & Estate Planning

[email protected]

craievichfinancial.com

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

TBR® Inspection Report: