BEST RATED » SAULT STE MARIE ON » FINANCIAL SERVICES

The Best Financial Services in Sault Ste Marie

Handpicked Top 3 Financial Services in Sault Ste Marie, ON. Our 50-Point Inspection includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!

LILLIE FINANCIAL

680 Albert Street East, Sault Ste Marie, ON P6A 2K6

Since 2014

INVESTMENT PLANNING COUNSEL - Investment Management, Wealth Management, Savings Planning, Charitable Giving, Retirement Income Planning, Retirement Strategy, Tax Planning, Registered Retirement Savings Planning, Registered Education Savings Planning, Registered Retirement Income Fund, Estate Planning, Cash & Credit Management

They Deliver a Comprehensive Approach to Financial Life - Offers to Follow a Disciplined and Proven Approach to Establishing a Professional Relationship with you Their Clients

david.lillie@ipcc.org

lilliefinancial.com

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

Their team approach ensures that clients receive the highest level of service and financial peace of mind.
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PHILIP PAWELEK

369 Queen Street East, Unit 1, Sault Ste Marie, ON P6A 1Z4

Since 2015

EDWARD JONES - Financial Planning, Investment Management, Retirement Planning, 401K Planning, Social Security, Risk Management, Portfolio Management, College Planning, Stock, Bond, 529 College Savings Planning, Life Insurance, Wealth Management, Education Planning, Traditional IRA, Income Planning, Insurance Planning, Roth IRA & Annuities

Provides Develop a Complete Tailored Strategy - Savings Calculator is Available - Focuses on Legacy & Estate Strategies

philip.pawelek@edwardjones.com

edwardjones.ca/financial-advisor...

Open 24 Hours

They can help you develop a complete, tailored strategy to help you achieve your financial goals.
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INVESTORS GROUP

855 Queen Street East, Sault Ste Marie, ON P6A 2B3

Since 1926

Cash Flow Management, Income Planning, Insurance Planning, Portfolio Optimization, Risk Management and Income Protection Planning, Group Retirement and Group Benefits Planning, Retirement Planning, Tax Planning, Education Planning, Estate Planning & Transfer of Wealth

They Believe in Fundamental to Long-Term Profitability and Value Creation - Provides Highly Personalized More Holistic Approach to Financial Planning

keith.eddy@investorsgroup.com

advisor.investorsgroup.com/en/of...

Mon - Fri 8:30 am - 4:30 pm
Sat & Sun Closed

I have been satisfied with the prompt and knowledgeable advice from this group. I can rest assured that any investment funds are dealt with and the bottom line is integrity.
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