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Browse the Top 2 Financial Advisors Serving Peterborough, ON

See what 2 financial advisors serving Peterborough, 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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Matthews & Associates
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Matthews & Associates is a Peterborough-based financial planning firm specializing in retirement income strategies, business owner transitions, and integrated wealth management. We provide personalized, tax-efficient solutions for individuals and entrepreneurs with $750,000+ in assets. Our client-centric approach combines certified financial planning expertise with holistic risk management to create sustainable, legacy-focused financial roadmaps.
Retirement Income Planning Tax Planning Risk Management
Exceptional communication Personalized retirement strategies Comprehensive financial expertise
(705) 743-9064 Call Profile
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Schilling Financial
32 Years
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Schilling Financial is a Peterborough-based financial advisory firm specializing in tax-efficient retirement and estate planning. We help individuals and families create personalized financial strategies to maximize retirement income, minimize tax burdens, and ensure wealth preservation for future generations. Our client-centered approach combines independent advisory services with comprehensive planning for all stages of retirement.
Retirement Planning Estate Planning Tax-Efficient Investments
(705) 745-9462 Call Profile