Browse the Top 7 Financial Advisors Serving Dartmouth, NS

See what 7 financial advisors serving Dartmouth, NS 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.
One Stop Financial Solutions is a full-service financial brokerage offering mortgage, insurance, and investment services across Canada. We specialize in personalized financial planning, including mortgage financing, life insurance, retirement strategies, and education savings plans. With advisors located nationwide, we provide tailored solutions to meet diverse financial needs.
Mortgage Brokerage Life Insurance Investment Planning
Knowledgeable Patient Persistent
Foxgrove Benefits Consulting provides expert financial advisory services to businesses and individuals in Halifax. Specializing in insurance, investment planning, and retirement solutions since 1978, we deliver personalized strategies that prioritize client needs. Our CFP-certified team focuses on creating tailored financial roadmaps to ensure long-term stability and growth.
Group Savings Plans Life Insurance Retirement Planning
Outstanding service Thorough analysis Personalized financial plans
Atlantic Wealth Management offers personalized financial planning services including investment management, insurance solutions, and retirement planning. We specialize in helping business owners, professionals, and families build wealth and protect their financial futures. Our client-centric approach combines strategic expertise with a commitment to long-term financial security.
Investment Planning Insurance Planning Group Retirement Benefits
Mercier Mediation & Financial Service provides expert mediation and financial planning solutions for families and businesses in Nova Scotia. Our core mission is to resolve disputes through non-adversarial methods while offering strategic financial guidance tailored to individual goals. With a focus on mediation for divorce, estate conflicts, and business disputes, alongside retirement and wealth management, we empower clients to achieve sustainable, equitable outcomes.
Mediation Services Financial Planning Divorce Mediation
Compassionate and committed Non-adversarial approach Expertise in mediation
SBW Wealth Management provides tailored financial planning and investment management services. We specialize in creating holistic strategies that align with clients' values and long-term goals. Our team combines personalized guidance with evidence-based approaches to ensure financial security and legacy preservation.
Investment Management Business Owner Planning Financial Planning
Control and Compound Financial provides specialized financial education and wealth coaching services focused on Infinite Banking strategies. We help Canadian real estate investors, business owners, and high-net-worth individuals implement high cash value life insurance policies to create tax-efficient wealth-building systems. Our expert team delivers personalized coaching and strategic implementation support.
Infinite Banking Wealth Coaching High Cash Value Life Insurance
Clear explanations Practical strategies Personalized coaching
Not rated yet
Theriault Financial
46 Years
Not rated yet
Theriault Financial provides customized group and individual insurance solutions for businesses across Nova Scotia and New Brunswick. Specializing in employee benefits programs since 1980, we offer healthcare, dental, disability, and critical illness coverage through major carriers including the Chambers of Commerce Group Benefit Plan. Our approach combines personalized service with industry expertise to create cost-effective solutions for companies of all sizes.
Group Insurance Individual Insurance Employee Benefits
Halifax (3.7 km) Lower Sackville (13.9 km)