Browse the Top 4 Financial Advisors Serving Kingston, ON

See what 4 financial advisors serving Kingston, 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.
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Fred Evans Financial
42 Years
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Fred Evans Financial provides comprehensive financial advisory services, specializing in life insurance, wealth management, and estate planning. With over 40 years of experience, we offer personalized solutions to individuals and businesses across Canada. Our client-centric approach ensures tailored strategies that align with unique financial goals and evolving market conditions.
Life Insurance Wealth Management Estate Planning
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Susan Creasy Financial
46 Years
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Susan Creasy Financial Inc. provides personalized financial planning, investment management, and insurance solutions tailored to individual and family needs. With expertise since 1980, we focus on retirement, estate, and tax-efficient planning, emphasizing transparency and client education. Our mission is to empower clients to achieve long-term financial security through ethical, community-driven service.
Investments Financial Planning Retirement Planning
Fantastic to work with Knowledgeable and patient Trust Sue completely
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Secura Financial Group
23 Years
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Secura Financial Group specializes in comprehensive financial planning for business owners, professionals, retirees, and families. We deliver tax-efficient strategies, investment management, and estate planning through a team-based approach. Our Wealth Optimization Program ensures personalized, long-term solutions aligned with clients' values and life goals.
Tax Planning Investment Management Retirement Planning
Very thorough and educational Peace of mind with planning Excellent explaining complex concepts
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Hartzman & Associates
31 Years
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Hartzman & Associates provides personalized financial planning services for individuals, families, and businesses in Kingston. Specializing in retirement planning, estate strategies, tax optimization, and investment management, we help clients build secure financial futures. Our independent, client-first approach ensures tailored solutions that adapt to evolving life circumstances.
Financial Planning Tax Planning Retirement Planning
Personalized attention Expertise in estate planning Proactive communication
Napanee (37.7 km)