The best financial planners in Oshawa can help you make the most of your money! Money is an important part of everyone’s life, and it’s important to have a plan for how to use it. A financial planner can help you create a personalized budget that takes into account your specific needs and goals. They can also provide advice on investments, insurance options, and more. When you hire a professional financial planner, you can be sure that they will put your interests first – no matter what! We chose these Oshawa Financial Planners based on their years of experience as experts in the field, their reputation within the community (and online), and their commitment to providing high-quality service at affordable prices.
Summary
- What is the difference between a financial planner and a financial advisor?
- Best financial planners in Oshawa
- 1) Financial Planner I B G Financial Corp. I Brandon Gurley I Financial Advisor I Group Benefits
- 2) True Wealth Advisors
- 3) Compass Wealth Partners
- 4) Edward Jones – Financial Advisor: Lisa E Currie
- FAQs
- Final thoughts
What is the difference between a financial planner and a financial advisor?
Best financial planners in Oshawa
1) Financial Planner I B G Financial Corp. I Brandon Gurley I Financial Advisor I Group Benefits
As a Certified Financial Planner, Brandon Gurley understands the importance of financial planning. He has years of experience helping clients achieve their goals, including saving for a new home or retirement, protecting loved ones from financial losses, and managing your portfolio wisely. With his wealth of knowledge and resources, Brandon is able to meet the needs of all his clients.
Sound planning principles involve the big picture: analyzing estate taxes, income taxes, education funds, and insurance coverage. Whether you’re looking for help with budgeting and debt reduction or want to develop a long-term investment plan tailored specifically for you, Brandon can provide the guidance and support that you need. Contact him today to start building your dream finances!
Business Information:
Website: bgfinancial.ca
Phone number: +19054099775
Address: 71 Albert St, Oshawa, ON L1H 4R1
Customer Review:
Pros
- Same-day repair service
- Affordable rates
Cons
- No online estimates
2) True Wealth Advisors
Seun Adeyemi is a certified financial planning professional, mortgage broker, and investor. He founded True Wealth Advisors in order to provide individuals with the clarity and confidence they need on how to execute a profitable real estate strategy. They offer this fee-for-service planning program as: hourly planning, annual ongoing planning engagement and project based planning.
Through his services, which include investment strategies, retirement savings, cash flow planning, insurance planning, tax planning, credit management and mortgages as well as estate planning; he provides clients with the resources they need to succeed in this ever-changing market.
Business Information:
Website: realty.truewealthadvisors.ca
Phone number: +16472774888
Address: 50 Richmond St E Ste 119 Firm #2010, Oshawa, ON L1G 7C7
Customer Review:
Pros
- 35+ years of experience
- Offer full manufacturer’s warranty on parts and are available seven days a week
Cons
- No website
3) Compass Wealth Partners
Compass Wealth Partners is a professional financial advisor firm that specializes in helping clients achieve their financial dreams. The team at the firm has years of experience working with various types of investors, and they are equipped to help you manage your portfolio wisely or save for a new home. In addition to providing personalized advice, the advisors at Compass Wealth Partners provide resources such as calculators and online tools that make it easy for you to understand how money works.
Personal financial planning focuses on you as an individual – bringing together all the financial and psychological factors that have an impact on your life. A well-designed financial plan will help you reach your personal financial goals and objectives, and give you a greater sense of security.Whether you’re looking for general guidance or assistance with specific investment goals, contact Compass Wealth Partners today to learn more about what they can do for you.
Business Information:
Website: compasswealthpartners.ca
Phone number: +19054308099
Address: 92 Albert St, Oshawa, ON L1H 4R2
Customer Review:
Pros
- Always on time
- Provides great advice on how to properly care for your appliances
Cons
- Closed on Sundays
4) Edward Jones - Financial Advisor: Lisa E Currie
Lisa Currie is a financial advisor who has been working with the same clients for over 10 years. She is extremely professional and takes pride in her work. Her focus on client care ensures that their finances are managed efficiently and effectively. In addition, she provides sound advice based on current market conditions, which makes her an invaluable asset to any household budgeting needs.
The team at this institution offers comprehensive services that include budgeting assistance, asset management guidance, retirement plan consulting as well as risk assessment assessments. In addition to providing personalized support tailored specifically for each individual’s needs.
Business Information:
Website: edwardjones.ca
Phone number: +19057232633
Address: 501 Coldstream Dr Unit 3, Oshawa, ON L1K 3B3
Customer Review:
Pros
- Provide 24/7 service
- Their team is licensed, insured, experienced and offers friendly service
Cons
- They are usually busy at around 1 pm
FAQs
Final Thoughts
For other types of finance related professionals, check out our list of the best mortgage brokers in Richmond Hill, Vaughan, Markham and Oakville.
We also have compiled a list of the best financial planners in Richmond Hill for you to consider.
