Find the 4 Best Financial Advisors in Peterborough, ON
Browse 4 financial advisors serving Peterborough, ON, from personal financial planning specialists to professionals advising business clients. Review their services and client feedback, then contact suitable advisors to discuss your financial goals and fees.
Matthews & Associates provides personalized retirement and financial planning services for individuals and business owners. We specialize in creating customized strategies that align financial decisions with personal values and life goals. Our comprehensive approach integrates retirement income planning, tax optimization, risk management, and estate planning to ensure long-term financial security.
Retirement Income Planning
Tax Planning
Risk Management
In-depth insight
Clear communication
Knowledgeable team
Black's Financial Planning Service provides expert tax preparation, financial planning, and bookkeeping solutions for individuals and businesses. With 30 years of experience since 1995, we combine personalized strategies and certified expertise to ensure compliance, reduce liabilities, and empower clients through complex financial landscapes.
Individual Tax Preparation
Business Tax Preparation
Tax Planning
Schilling Financial provides customized retirement and estate planning services, focusing on tax-efficient strategies to help clients preserve wealth and achieve financial confidence. Our expertise in investment management and insurance solutions supports individuals in navigating complex financial decisions. We prioritize personalized guidance to align financial plans with clients' unique goals and values.
Investia Peterborough provides personalized financial planning and investment management services to individuals, families, and businesses across Canada. Our expertise spans wealth building, insurance solutions, retirement strategies, and tax-efficient planning. Backed by a team of dedicated professionals committed to integrity and client-centric service.