BEST RATED » WHITCHURCH-STOUFFVILLE ON » FINANCIAL SERVICES

3 Best Financial Services in Whitchurch-Stouffville, ON

Expert recommended Top 3 Financial Services in Whitchurch-Stouffville, 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!

MATTHEW RONCADIN

6212 Main Street, Unit 101, Whitchurch-Stouffville, ON L4A 2S5 Directions

Since 2008

Here’s The Deal:
Matthew Roncadin uses the best process to build personalized strategies to help reach the client's goals. They generally recommend the needs-based analysis, which takes both your immediate cash needs and future income requirements into consideration. They believe your primary goal should be to have the proper amount of life insurance coverage, no matter the type. They give some procedures, including taking inventory of what you have now and forecasting your future value investments. They offer various ways to help meet your complex financial needs. He helps you to determine how you would like to own and manage your assets and how, when and to whom you want to distribute that asset.

SPECIALTY:
EDWARD JONES - Wealth Protection, Legacy and Intergenerational Planning, Portfolio Management, Tax, Retirement Savings and Income Strategies, Investment, Education, Estate & Cash Flow

Send Email

edwardjones.ca/financial-...

Reviews | Write a Review

Mon, Wed & Fri 9:00 am - 5:00 pm
Tue & Thu 9:00 am - 8:00 pm
Sat & Sun Closed

TBR® Inspection Report:

MICHAEL PACIONE

5887 Main Street, Whitchurch-Stouffville, ON L4A 1N2 Directions

Since 2001

Here’s The Deal:
Michael Pacione focuses on fostering strong client relationships & helping clients achieve their personal financial goals. He holds a Bachelors's degree in Business from York University. Michael Pacione also holds the Certified Financial Planner™ certification offered by the Financial Planning Standards Council. At TD Wealth Financial Planning, they're committed to helping you build the confidence you need in your financial future. Your Planner will understand your financial priorities & develop a detailed plan balancing your every day and also future needs. An investment strategy is an ongoing process that assists to keep the mix of assets in your portfolio aligned with your goals. TD Financial Planner can suggest Planning for major purchases to help you accumulate those items you want now and in the future with the least potential cost of borrowing.

SPECIALTY:
TD FINANCIAL PLANNER - Banking, Tax, Education Funding, Investment Strategies, Charitable Giving, Asset Allocation, Retirement and Business Succession Planning, Wealth & Credit Management

financialplanners.td.com/...

Reviews | Write a Review

TBR® Inspection Report:

DODD HUGH

125 Mill Street, Whitchurch-Stouffville, ON L4A 1J2 Directions

Since 1983

Here’s The Deal:
Dodd Hugh has been a Financial and Insurance Advisor. He will survey the marketplace to determine those financial products that best serve each client's unique needs. Dodd Hugh suggests the right Insurance solutions so that you can stress-free for life long. Whether you're investing for the first time, saving for the future or embarking on retirement, Dodd Hugh can help you enjoy today while preparing for tomorrow. Ongoing advice and portfolio review meetings are an essential part of his service to their clients. He always open to discuss a client's financial and insurance needs. Manulife Securities Investment Services Inc also discusses other insurance options with the client, including critical illness insurance and disability insurance. They can help by providing a comprehensive and portable plan you can rely on throughout your working years.

SPECIALTY:
MANULIFE SECURITIES INVESTMENT SERVICES INC - Registered Retirement Savings Plan, Tax-Free Savings Account, Financial and Estate Planning, Retirement, Asset Allocation, Registered Education Savings Plans, Disability, Portfolio Management, Universal Life, Term & Critical Illness Insurance

Send Email

hughdodd.ca/about-us

Reviews | Write a Review

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

TBR® Inspection Report: