Browse the Top 5 Financial Advisors Serving Barrie, ON

See what 5 financial advisors serving Barrie, ON offer, from retirement planning to investment guidance and ongoing financial advice. Review professional profiles, read client feedback and contact advisors who match your financial needs.
Synergy Life Financial provides expert retirement planning and financial advisory services tailored to individual needs and business owners. We specialize in creating personalized strategies to achieve financial freedom within 10 years. Our comprehensive approach combines investment management, risk assessment, and retirement income planning to ensure long-term security.
Retirement Planning Financial Advising Life Insurance
McCullough & Sawyer Financial Services provides personalized financial planning solutions in Barrie, Ontario. Specializing in investment management, estate planning, and retirement strategies, we help families build secure financial futures through customized approaches. Our team combines generational expertise with compassionate service to create lasting client relationships.
Estate Planning Investment Planning Insurance Solutions
Personalized attention Family-like service Long-term commitment
Blue Mountain Financial Management specializes in comprehensive financial planning services, including life insurance, critical illness coverage, disability protection, and retirement strategies. We empower clients to achieve financial freedom through personalized guidance and partnerships with Canada's top financial institutions. Our mission focuses on protecting families, securing retirements, and building generational wealth through transparent, client-centered solutions.
Life Insurance Critical Illness Insurance Disability Insurance
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Wealth Achievers
7 Years
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Wealth Achievers provides wealth management, financial advisory, and insurance services in Barrie, Toronto, the GTA, and Muskoka. We help clients achieve financial goals through personalized planning, tax-efficient investment strategies, and comprehensive risk management. Our client-focused approach emphasizes transparency, independence, and long-term trust.
Wealth Management Investment Management Risk Management
Solid, informed advice Exemplary client care Man of integrity
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Atlantis Financial
26 Years
Not rated yet
Atlantis Financial specializes in lifestyle-focused financial planning, helping clients achieve long-term financial security through personalized strategies. Our services include retirement planning, investment management, and insurance solutions, all designed to align with individual lifestyle goals. With a client-centric approach and interactive tools, we empower informed decision-making.
Lifestyle Financial Planning Retirement Planning Investment Advice
Interactive tools Personalized approach Expertise
Orillia (32.6 km) Creemore (33.9 km) Beeton (35.3 km)