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The Best Financial Services in Waterloo

Handpicked Top 3 Financial Services in Waterloo, 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!

NORTHERN RIVER FINANCIAL

Since 2015

Financial Life Planning, Family Estate Planning, Cash Flow and Debt Management, Portfolio Analysis, Tax Planning, Insurance and Risk Management, Severance Planning, Inheritance Planning, Retirement Planning, Philanthropy and Legacy Planning, Business Planning, Group Benefit, Tax Strategies, Pensions & Deferred Compensation Arrangements

They Focus on Wealth Accumulation Preservation - Offers Advice-Only Life Planning Services as Well as Product Consultation Services - Serves in London, Huntsville & Waterloo Three Locations

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northernriverfinancial.ca

Reviews

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

TBR® Inspection Report

22 King Street South, Suite 300, Waterloo, ON N2J 1N8

THOMAS HISEY

Since 2016

SUN LIFE FINANCIAL - Financial Planning, Estate Planning, Investment Planning, Life Insurance Planning, Personal Health Insurance Planning, Group Benefits Planning, Key Person Protection, Business Continuation Planning, Business Succession Planning, Retirement Planning, Critical Illness Insurance Planning & Disability Insurance Planning

Offers Pension and Registered Savings Information - Provides a Comprehensive Financial Strategy Customized to your Needs - Expertise in Asset Allocation & Debt Management

thomas.hisey@sunlife.com

sunlife.ca/e/search/agent...

Reviews

Mon - Sun 8:00 am - 8:00 pm

TBR® Inspection Report

94 Bridgeport Road East, 2nd Floor, Waterloo, ON N2J 2J9

OPUS WEALTH ADVISORS

Since 2015

Wealth Creation, Tax Planning, Retirement Planning, Estate Planning, Insurance Planning, Disability and Critical Illness Planning, Preservation Strategies, Mutual Funds, Registered Education Savings Planning, Tax-Free Savings Accounts, Asset Allocation, Charitable Giving Strategies & Money Management

Specialzies in Wealth Management - Offers to Customize a Plan of your Core Values, Investment Objectives, Risk Tolerances & Tax Situation

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opuswealthadvisors.com

Reviews

Mon - Fri 8:30 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report

745 Bridge Street West, #3, Waterloo, ON N2V 2G6