BEST RATED » WHITBY ON » FINANCIAL SERVICES

3 Best Financial Services in Whitby, ON

Expert recommended Top 3 Financial Services in Whitby, 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!

S.O.S FINANCIAL GROUP INC.

105 Consumers Drive, Whitby, ON L1N 1C4 Directions

Since 2016

Here’s The Deal:
"
S.O.S Financial Group Inc is a full-service financial brokerage firm in Whitby. The firm represents multiple companies in the industry with a reliable track record of over 100 years, and this means their advisors give you solutions that are tailored to your demands by giving you a choice amongst several companies and products. They help one client, family and business at a time and shine a light on your finances with strategies solutions. Jonathan Taylor is a Managing Partner at S.O.S Financial Group Inc, who has been in the financial industry for over ten years. 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. S.O.S Financial Group Inc offers complimentary financial plans."

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

[email protected]

sosfinancialgroup.com

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Open 24 Hours

TBR® Inspection Report:

SA CAPITAL ADVISORS INC

169 Michael Boulevard, Whitby, ON L1N 5W5 Directions

Since 2013

Here’s The Deal:
"
SA Capital Advisors Inc 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

[email protected]

sacapital.ca

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Mon - Fri 9:30 am - 4:00 pm
Sat & Sun Closed

TBR® Inspection Report:

PARAGON WEALTH MANAGEMENT

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

Here’s The Deal:
"
Paragon Wealth Management is a leading independent full-service investment dealer in Whitby. The firm provides a wide range of investment services to help you achieve your financial goal. They specialize in complete wealth management strategies. Mike Janacek is the financial advisor at Paragon Wealth Management. He focuses on listening to every client because he believes everyone's requirements and financial goals for the future are unique. He works with clients to choose investments to fit their individual needs, and he provides a complete array of investment options tailored to each investor's needs. Their ultimate goal is to provide their clients peace of mind in understanding that all aspects of their financial circumstances have been considered."

SPECIALTY:
RAYMOND JAMES FINANCIAL, INC. - 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 9:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report: