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3 Best Financial Services in Whitby, ON

Expert recommended Top 3 Financial Services in Whitby, 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!

TRUE WEALTH ADVISORS

169 Michael Boulevard, Whitby, ON L1N 5W5 DIRECTIONS

Since 2013

Here’s The Deal:
True Wealth Advisors is a boutique financial planning firm in Whitby that offers a financial program, designed for families and individuals who need basic financial planning and guidance. Seun Adeyemi is a senior certified financial planner, mortgage specialist and president of the SA Capital Advisors Inc. The firm offers fee-based complete financial planning, overall strategic investment and wealth management guidance. His mission is to give you 'A Purpose-Driven Plan' that shows you how to live generously and make an essential impact on your business and family what really matters most. The Head Office is located at #120. 2005 Sheppard Ave. East, Toronto, Ontario.

SPECIALTY:
Risk Management, Cash Flow, Investment, Retirement, Estate, Education, Risk/insurance, Tax, and Succession Planning, Charitable Giving, Free Personal & Corporate Tax Filing

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[email protected]

truewealthadvisors.ca

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

TBR® Inspection Report:

PARAGON WEALTH MANAGEMENT - RAYMOND JAMES FINANCIAL, INC.

22 Baldwin Street, Brooklin, Whitby, ON L1M 1A2 DIRECTIONS

Here’s The Deal:
Paragon Wealth Management is an independent office of Raymond James Ltd., one of North America’s leading independent full-service investment dealers. Their team has over 100 years of combined financial services experience. Their affiliation with Raymond James gives them a depth of specialized resources that enable them to offer customized solutions and strategies to meet their clients' unique needs. They specialize in complete wealth management strategies. Their ultimate goal is to provide their clients peace of mind in understanding that all aspects of their financial circumstances have been considered. They believe that putting clients’ needs first is the best way to ensure their success and, in turn, the long-term success of their advisors and the company.

SPECIALTY:
Retirement, Financial, Business, Succession, Estate and Charitable Planning, Asset Allocation, Charitable Giving Program, Investment and Risk Management, Transferring Your Account & Investment Protection

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raymondjames.ca/paragon

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

TBR® Inspection Report:

GERACI FINANCIAL GROUP

105 Consumers Drive, Whitby, ON L1N 1C4 DIRECTIONS

Since 2016

Here’s The Deal:
Geraci Financial Group is a full-service financial brokerage firm in Whitby. Tony has been in the financial services industry for over 30 years and operating his practice for nearly twenty-five years. He is proud of his strong commitment to his clients and believes this commitment has played a significant role in the industry distinctions and achievement awards he has earned over the years. The firm represents multiple companies in the industry with a reliable track record of over 100 years. Geraci Financial Group helps one client, family and business at a time and shines a light on your finances with strategies solutions. Their team brings over 35 years of combined financial experience. They can also help you reduce and even eliminate debt, build an Emergency Fund, and give you financial coaching every step of the way. They offer complimentary financial plans. Contact them to book an appointment.

SPECIALTY:
Investment Advice, Retirement, Tax, Pension and Strategic Financial Planning, Wealth Management, Debt Solutions, Registered Retirement Savings Plans, Tax-Free Savings Accounts, Group Benefits Plans, Life, Critical Illness, Disability, and Travel Insurance, Mortgages, Investment & Unsecured Loans

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geracifinancialgroup.ca

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