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3 Best Financial Services in Sault Ste. Marie, ON

Expert recommended Top 3 Financial Services in Sault Ste. Marie, 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!

LILLIE FINANCIAL

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

Since 2005

Here’s The Deal:
Lillie Financial has a professional financial planner in Sault Ste. Marie, Ontario. The firm has over 15 years of experience, giving you sound, reliable financial guidance to help you reach financial independence and peace of mind. David Lillie, Patrick Lillie, and Robert Chiarello are financial advisors, and Darcy Lillie is an associate advisor at Lillie Financial. Their team works as your personal 'Financial Quarterback' to assist you in making intelligent money decisions. Their team approach ensures that you receive the highest level of service. Lillie Financial is happy to discuss their value-added offerings with you and illustrate how it compares to several other market options.

SPECIALTY:
INVESTMENT PLANNING COUNSEL - Charitable Giving, Private Wealth, Banking, Portfolio, Cash and Credit Management, Estate Planning, Retirement Income, Tax Planning & Investment Strategies

[email protected]

lilliefinancial.com

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

TBR® Inspection Report:

PHILIP PAWELEK

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

Since 2015

Here’s The Deal:
Philip Pawelek is a financial advisor at Edward Jones in Sault Ste. Marie, Ontario. He specializes in providing services to individual investors and businesses. He can prepare tailored strategies to reach your financial goals with personalized attention. He has been in Edward Jones since 2015. Shelley Graham is the branch office administrator in Sault Ste. Marie. Philip Pawelek has many options to help you save for your child's education. He discusses with you and maps out the best ways to pay for this important step.

SPECIALTY:
EDWARD JONES - Financial and Investors Saving for Retirement Planning, Stocks, Bonds, Investment Management, Education Savings Account, Insurance & Estate Needs

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edwardjones.ca/financial-...

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Mon - Thu 9:00 am - 5:00 pm
Fri 9:00 am - 4:00 pm
Sat & Sun Closed

TBR® Inspection Report:

INVESTORS GROUP

855 Queen Street East, Suite 100, Sault Ste. Marie, ON P6A 2B3 Directions

Since 1926

Here’s The Deal:
IG Wealth Management is a financial advising firm in Sault Ste. Marie, Ontario. Ruth Mead is the regional director of the IG Wealth Management. Her mission is to ensure their consultants give their clients an excellent service and planning experience. The team is committed to providing superior standard service and forming lasting relationships with clients. All their advisors get a comprehensive training program, ongoing support and coaching. The advisors explore the opportunity to build your business by helping others.

SPECIALTY:
IG WEALTH MANAGEMENT - Cash Flow and Risk Management, Income and Insurance Planning, Transfer of Wealth, Income Protection, Group Benefits Planning, Education, Estate, Retirement & Tax Planning

[email protected]

advisor.investorsgroup.co...

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

TBR® Inspection Report: