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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 Advisors 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!

PHILIP PAWELEK - EDWARD JONES

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. Edward Jones can help you develop a complete, tailored plan to help you achieve your financial goals. They can also monitor your progress to help you stay on track or determine if any adjustments need to be made. Their purpose at Edward Jones is to create a meaningful impact in the lives of their clients, their families and their communities. Contact them to request an appointment.

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

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edwardjones.ca/ca-en/fina...

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By Appointment

TBR® Inspection Report:

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. Their team works as your personal 'Financial Quarterback' to assist their clients in making intelligent money decisions. Their clients know they can rely on a defined, consistent approach to financial planning. They ensure that you receive the highest level of service and financial peace of mind.

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

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

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INVESTORS GROUP INC.

855 Queen Street East, #100, Sault Ste. Marie, ON P6A 2B3 DIRECTIONS

Since 1926

Here’s The Deal:
Investors Group Inc. is a financial advising firm in Sault Ste. Marie, Ontario. Their team is committed to providing superior standard service and forming lasting relationships with clients. They offer clear financial guidance to help you gain greater visibility and control. IG Wealth Management takes a personalized, holistic approach. At IG Wealth Management, they strive every day to deliver long-term value to their stakeholders. Their advisors provide clear, timely and straightforward financial guidance to help you gain greater visibility and control of your economic life.

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

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