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BEST RATED WELLAND, ON FINANCIAL SERVICES FR

3 Best Financial Services in Welland, ON

Expert-recommended Top 3 Financial Services in Welland, ON. All of our Financial Advisors actually undergo a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and price - all to ensure overall excellence. You deserve only the best!

Welland financial service Allen Sadikov - IG Wealth Management
Welland financial service Allen Sadikov - IG Wealth Management
Welland financial service Allen Sadikov - IG Wealth Management
3+ YEARS IN TBR
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ALLEN SADIKOV

(4.8 Score)
IG WEALTH MANAGEMENT
75 Lincoln Street West, Unit 3,
Welland, ON L3C 5J3 Directions

Since 2014

Specialty:

✓ Investment and Financial Planning ✓ Retirement and Estate Planning ✓ Tax Planning ✓ Insurance ✓ Home Ownership ✓ Cash Management ✓ Business Ownership ✓ Tax Planning ✓ Mortgage ✓ Financial Review ✓ Charitable Gift Planning

“Allen Sadikov is a Financial Consultant and Certified Financial Planner at IG Wealth Management. He strives to create solid financial plans for clients. He commits his time and expertise to developing a personalized plan for you and your family. His role is to help you set appropriate planning targets, identify gaps, highlight opportunities, and provide a comprehensive financial plan that synchronizes all aspects of your financial life, including tax, retirement planning, cash management, and more. At IG Wealth Management, you will meet to discuss your immediate goals and long-term objectives. Then, their team of experts, who specialize in investment, retirement, tax, life planning, and more, will help ensure you’re set up to meet all your life’s goals. Allen is committed to building long-term relationships with clients, offering personalized financial plans that address their unique needs and goals.”

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Contact:

  • allen.sadikov@ig.ca
(905) 788-1356 (905) 351-7750

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TBR® Inspection Report:

Welland financial service Nexus Financial Strategies
Welland financial service Nexus Financial Strategies
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NEXUS FINANCIAL STRATEGIES

(4.8 Score)
449 Thorold Road,
Welland, ON L3C 3W7 Directions

Since 2012

Specialty:

✓ Risk and Investment Management ✓ Estate and Retirement Planning ✓ Income Replacement and Tax Minimization Strategies ✓ Education Planning ✓ Financial Planning and Entrepreneurship ✓ Financial Advisory ✓ Life Insurance ✓ Health Insurance ✓ Asset Management and Legacy Planning

“Nexus Financial Strategies is dedicated to helping you navigate the complexities of financial planning in Canada, now and into the future. Keith McConkey is the principal of the firm. He partners with successful families, professionals, and business owners, providing them with strategies to protect their retirement income streams. As a Franklin Covey graduate of the "7 Habits of Highly Effective People" Leadership Training, Keith values ongoing personal and professional development. He holds several professional designations, including the Certified Financial Planner. At Nexus Financial Strategies, the team understands that your financial well-being is a cornerstone of a secure and fulfilling life. Nexus Financial Strategies aims to build a strong financial foundation for its clients. They offer personalized advice and smart strategies to make finances easier to understand. By helping protect wealth and find chances to grow it, they give clients the confidence to succeed now and for future generations. Whether you're an individual, family, or business owner, they tailor their services to align with your unique financial goals.

2025 Update: Clients can call to schedule a complimentary financial consultation.”

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Contact:

(905) 735-5555

Mon-Fri: 9:30am - 4:30pm
Sat & Sun: closed

TBR® Inspection Report:

Welland financial service Cathy Stranges - BMO Financial Planner
Welland financial service Cathy Stranges - BMO Financial Planner
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CATHY STRANGES

(4.7 Score)
BMO FINANCIAL PLANNER
800 Niagara Street,
Welland, ON L3C 5Z4 Directions

Specialty:

✓ Bank Accounts ✓ Credit Cards ✓ Mortgages ✓ Loans ✓ Investments ✓ Creditor Insurance ✓ Travel Insurance ✓ Retirement Planning ✓ Estate Planning

“2025 Update: Cathy Stranges is a Financial Planner at BMO Financial Group, Ontario. With years of experience in the financial services industry, she specializes in providing personalized financial planning services to individuals and families. Cathy offers a range of services to meet the unique needs and goals of her clients. Cathy's expertise and dedication make her a trusted advisor for those seeking comprehensive financial guidance. She is handling your identity, personal short and long-term goals, developing an appropriate personalized investment plan, and reassessing your plan as your circumstances change. She is bilingual in English and Italian.”

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Contact:

(905) 735-1773

Mon-Wed: 9:30am - 4pm
Thu & Fri: 9:30am - 6pm
Sat: 9:30am - 3pm
Sun: Closed

TBR® Inspection Report:

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ALLEN SADIKOV - IG WEALTH MANAGEMENT REVIEWS

Allen takes the time to explain everything to me and answer all of my questions. He has thought of some very unique strategies to strengthen my financial plan. Allen is very knowledgable, trustworthy and approachable - you will not regret reaching out for his opinion on your financial situation. I highly recommend working with Allen.

Allen is wonderful! He takes the time to answer any question I have and explains things in a way that make the world of financial planning easy to understand. He is very thoughtful with his clients and provides excellent service. I speak very highly about him to my family and friends, and will forever recommend him as an advisor for anyone is looking for one.

Allen is always on the ball. When we meet he is on time, and I can always trust him to be honest! He also responds promptly to my requests and communicates often to keep me informed of things that may affect my financial health.

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NEXUS FINANCIAL STRATEGIES REVIEWS

Keith is thorough, knowledgeable and knows his stuff! Had probably the fastest (because my husband and I were in a hurry) yet MOST informative meeting with him. After many years of buying and selling homes and dealing with financial planners, it finally clicked. Keith makes things easy to understand and if you ask a question he takes the time to answer and ensures you understand. We also really appreciate that our meetings never end until ALL of our questions are answered. Absolutely the best financial planner we have ever dealt with, we will never use anyone else. Thank you Keith.

Keith has been a pleasure to work with over the past several years. His passion for helping people achieve their financial goals is both encouraging and motivating. He has extensive experience in the industry, which he draws upon to provide thorough and comprehensive advisory services. Keith obtains a high level of mastery in each role he undertakes. Much like his experience as a former minor league umpire, when it comes to wealth management, Keith makes all the right calls.

Keith is a great listener and he was able to guide me through creating a financial plan that will allow me to meet my financial goals. Keith is personable and I would recommend utilizing his services in order to attain financial freedom.

CATHY STRANGES - BMO FINANCIAL PLANNER REVIEWS

I've known Cathy for 20 yrs. She's always been professional and very knowledgeable in her profession. She is caring and always has a very friendly approach to everyone. I would not do my investing with any other person. She's the best in every way. It is always an excellent experience to do banking with Cathy.

Very professional and Excellent Financial planner. Cathy is the nicest person I've ever met. Always provide me best answers for all my financial questions. I highly recommend Cathy to anyone with financial needs.

I would not trust anyone else with my family's financial future. Only does what's best for her client's.

TBR® Inspection Score Report

ALLEN SADIKOV - IG WEALTH MANAGEMENT Total Inspection Points: 116/120
Experience: 8
Business Images: 9
Complete Info: 9
Acknowledgments: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

NEXUS FINANCIAL STRATEGIES Total Inspection Points: 115/120
Complete Info: 8
Business Hours: 9
Business Images: 9
Experience: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy: 10
Service Diversification: 10
Website Standard: 10

TBR® Inspection Score Report

CATHY STRANGES - BMO FINANCIAL PLANNER Total Inspection Points: 112/120
Complete Info: 8
Experience: 8
Business Hours: 9
Business Images: 9
Responsiveness: 9
Review Analysis: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy: 10
Website Standard: 10

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