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The 3 Best Financial Planners In Cambridge [2024]

Best Financial Planners In Cambridge

Embarking on the journey to financial security? Let’s simplify the process! Presenting a carefully curated list of Cambridge’s leading financial planners, your allies in achieving financial health.

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The selected financial planners are distinguished by their years of working with diverse client profiles and handling a variety of complex financial situations.

Summary

What's The Average Cost To Hire A Financial Planner In Cambridge?

The average cost to hire a financial planner in Cambridge ranges from $300 to $500 per hour. This price range reflects the different levels of experience and expertise that financial planners have. It’s also important to note that this is just an estimate – costs will vary depending on the specific needs of your situation. 

If you are interested in hiring a financial planner, be sure to ask what fees they charge and how much time they would need to spend with you before providing any recommendations or services.

The Best Financial Planners In Cambridge

1) Arete Financial

Arete Financial is a well-known financial company that values providing excellent customer service. It is always simple to contact the company’s CEO and founder, Rav, by phone or email. 

Experienced financial planners at Arete Financial will assist you in identifying and achieving your financial objectives, regardless of where you are in life or what you hope to achieve. They simplify things so you can grasp them and feel comfortable at every turn

So don’t go any further than Arete Financial if you’re seeking a trustworthy financial institution with top-notch customer service!

Business Information:

aretefinancial.ca
+15196512572
310 Queen St W, Cambridge, ON N3C 1G7, Canada

Customer Review:

“Nate Howlett has provided us with sound financial advice for nearly a decade. He explains things in clear terms and leaves us confident in our financial decisions. His personally tailored strategies have yielded us major wealth gains that we otherwise would not have realized. I can’t recommend his services enough.”

Pros

Cons

2) BMO Financial Planner Greg Gingerich

You may establish your financial goals and create a tailored plan with the aid of BMO Financial Planner. With a trained professional’s assistance, laying a strong foundation for the future may be simple. Their employees have access to a variety of financial possibilities and possess expert expertise on estate planning and retirement planning.

You can be guaranteed to receive advice from the best financial advisors this company offers, who are committed to not just assisting you in making money work for you but also truly listening to your requirements and are constantly available by phone. 

By working together, BMO Financial Planner can equip you with all that you need to attain your long-term financial objectives!

Business Information:

financialplanner.bmo.com/on/cambridge/fin184/
+15196238072142 
Dundas St N, Cambridge, ON N1R 5P1, Canada

Customer Review:

Nadege has been our financial consultant for a number of years. Nadege is “on top of her game” and we feel that we are in excellent hands having her as our consultant. Nadege is very personable and gives very sound advice. She is always looking out for our best interests. We would highly recommend Nadege to anyone looking for a financial consultant.”

Pros

Cons

3) Independent Financial Strategies

At Independent Financial Strategies, they are aware of the significance of risk management and tax efficiency. That’s why they take the time to assist you thoroughly grasp the many tools you may use to safeguard and develop your money. Your chances of achieving your financial objectives increase the more informed you are about your financial condition, and they are here to support you in that endeavour.

Along with this, they also give kind guidance that is catered to the needs of the person. With years of experience assisting clients in realizing their goals, Independent Financial Strategies’ advisers have the expertise required to put up a plan that will work best for you, not simply another financial product.

Business Information:

independentfinancialstrategies.ca
kenshort@independentfinancialstrategies.ca
+15192490222
42 Shaw Ave W, Cambridge, ON N3C 1E6, Canada

Customer Review:

Worked with Mason for a number of years now. He has been very accommodating and helped me push my finances further. We’ve done house calls, virtual appointments and office visits as well. It’s been a seamless experience. Very glad to work with someone who has their CFP and a good grasp on economics. Planning to work with him for the foreseeable future. 5 stars”

Pros

Cons

FAQs About Financial Planners

Some questions you may want to ask your potential financial planner include: what type of services do they offer, how much will it cost and how frequently will the advisor visit me?

Yes, a financial planner can help you identify and address your short-term and long-term savings goals, as well as develop a plan to achieve them. A financial planner may also provide guidance on how to reduce or avoid debt, invest for retirement or build up an emergency fund.

There isn’t one single answer to this question since it really depends on what you’re looking for in a professional adviser. However, some things that may be important considerations include experience working with clients of all ages, knowledge about different investment options and an understanding of retirement planning concepts such as Roth IRAs and 401(k)s.

A financial planner typically provides three main types of services: investment management, retirement planning and estate planning.

Final Thoughts

A financial planner in Cambridge can help you with a wide range of financial planning services. They will work with you to develop a plan that is tailored specifically for your situation and goals. 

Whether you’re looking to save for retirement, invest in a new home, or just get your finances in order, these top financial planners in Cambridge can help you make the right decisions for your future.

And if you’re struggling with other legal matters, it may be worth checking out the best divorce lawyers and the best DUI lawyers in Cambridge!

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