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Best Financial Services in Waterloo

Expert recommended Top 3 Financial Services in Waterloo, ON. All of our financial services 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!

T.E.A.M. FINANCIAL SOLUTIONS

180 Northfield Drive West, Unit 6, Waterloo, ON N2L 0C7

Since 1997

SUN LIFE FINANCIAL - Segregated Funds, Legacy, Saving, Retirement Income, Tax-Free Savings Accounts, Retirement and Financial Planning, Investment Strategy, Life and Health Insurance, Life Annuity, Savings & Insurance Protection

Specializes in estate planning. To helping people understand their best options so they can make informed choices for their financial future. Also provide you with powerful insights and knowledge that will stay with you for a lifetime. With this income-generating insurance product, you will never outlive your retirement income

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sunlife.ca/william.mcbay/...

Reviews

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

TBR® Inspection Report

SHAUGHNESSY FINANCIAL

610 McMurray Road, Unit 3, Waterloo, ON N2V 2E7

Since 1987

Education Funds, Estate Taxes, Financial Strategy, Mutual Funds, Registered Retirement Income Fund, Guaranteed Investment Certificates, Registered Education Savings Planstax-Free Savings Account, Registered Disability Savings Plan, Fixed-Income Investments, Insurance, Retirement, Tax and Estate Planning, Portfolio & Insurance Analysis

Specializes in wealth management . With over 28 years of experience in the financial services industry helping individual clients. Provides professional investment management and regular review of progress. Offer careful planning can help ensure the highest income level to make your retirement dreams a reality

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shaughnessyfinancial.com

Reviews

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

TBR® Inspection Report

OPUS WEALTH ADVISORS INC.

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

Since 2015

Wealth Creation and Preservation Strategies, Lifestyle, Retirement and Estate Planning, Registered and Non-Registered Accounts, Mutual Funds, Life, Disability and Critical Illness Insurance, Charitable Giving Strategies & Private Money Management

They will customize a plan of action only after establishing a solid understanding of your core values, investment objectives, risk tolerances and tax situation. With you to manage your wealth to create adequate retirement income while using the best investments to reduce market risk, while meeting your financial goals

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opuswealthadvisors.com

Reviews

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

TBR® Inspection Report