The 6 Best Financial Advisors in Lethbridge 2023
Are you looking for the best financial advisors in Lethbridge, Alberta? Look no further! Lethbridge is home to several reputable financial service providers and advisors who can help you navigate your financial goals and make informed decisions. These experts specialize in various areas, including wealth management, investment planning, retirement planning, and more. Here are some of the top financial advisors in Lethbridge:
Kranzler Financial Services Inc.
In operation since January 2008, our firm, led by Financial Advisor Kevin Kranzler, proudly serves Lethbridge, AB, and beyond.
Our expertise extends to both individual and corporate clients, reflecting the diverse needs of our clientele. With a comprehensive range of products and solutions at our disposal, our primary objective is clear: to deliver suitable and personalized financial solutions that cater to the unique goals of each client we have the privilege to assist.
| Website | https://kranzlerfinancial.ca/ |
| Address | M5WJ+P9 Lethbridge, Alberta |
| Phone | (403) 317-0881 |
| Hours | Monday – Friday: 9:00am – 5:00pm
Saturday & Sunday: Closed |
Financial Health Associates
We seek to establish long-term, high trust client relationships by helping our clients make smart choices about their money.
We seek to understand our clients’ values and goals to help guide
them to financial success. We then build financial plans that provide a blueprint which may include investments and insurance strategies.
| Website | https://financialhealthassociates.com/ |
| Address | 334 12th St S Lethbridge, AB T1J 2R1 |
| Phone | (587) 425-2995 |
| Hours | Monday – Friday: 9:00am – 5:00pm
Saturday & Sunday: Closed |
Advantage Financial Services Inc
We believe that a team approach has its benefits. Each member brings a different strength and skill set to the team.
Advantage Securities is a trade name of Aligned Capital Partners Inc., with National Bank Independent Network (NBIN) acting as carrying broker. NBIN is Canada’s leading provider of custody, trade execution and brokerage solutions to independent Investment Advisors and Investment Dealers.
| Website | https://www.advfinancial.ca/ |
| Address | 222 Fairway Street South, Lethbridge, AB T1K 8A3 |
| Phone | (403) 381-9195 |
| Hours | Monday – Friday: 8:00am – 4:30pm
Saturday & Sunday: Closed |
Reimer Insurance & Finance
At Reimer Insurance & Finance our desire has remained the same; that all clientele will find our office to be a, safe and caring place of business. To feel “special” is what we want for you. It is from this mindset, that we have grown primarily, through word of mouth.
We are an Independent Insurance & Investment place of business, so the advice, and products discussed, are not bound to any one company.
| Website | http://www.reimerfin.com/ |
| Address | 1138 – 12 ‘A’ Street S. Lethbridge, AB T1K 1R6 |
| Phone | (403) 327-6808 |
| Hours | Monday – Thursday: 10:00am – 5:00pm
Friday – Sunday: Closed |
Cox Financial Group
We’re a multi-generational, independent wealth and insurance advisory firm helping Southern Albertans and Canadians gain financial freedom and peace of mind since 1957.
At Cox Financial Group, we’ve gathered a team of specialists who excel in their niches.
Together, our wealth advisors, insurance representatives and benefits and pension consultants work together to ensure each and every client receives unparalleled planning services.
| Website | https://coxfinancial.ca/ |
| Address | 536 18 St S Lethbridge, AB T1J 3E7 |
| Phone | (403) 329-6220 |
| Hours | Monday – Friday: 8:30am – 4:30pm
Saturday & Sunday: Closed |
Osmond Findlay & Associates Private Wealth Management
Welcome to Osmond Findlay & Associates Private Wealth Management. We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals. We use strategies designed to fit your unique needs—whether personal or business—and we work daily to anticipate your evolving financial life.
A key to your financial well-being is our ability to engage the right experts to meet those needs so you can benefit from as many financial opportunities as possible. Whether you are planning for retirement, have increasingly complex tax considerations, or are evaluating the best options to share your wealth, we will strive to ensure that each part of your financial picture is synchronized with the others. We will achieve this through accountability, a specialized collaborative approach, and our commitment to provide a superb client experience. For you, this means more time to enjoy your life with the confidence that your financial affairs are in good hands.
| Website | https://www.osmondfindlay.ca/ |
| Address | 4079 4th Ave S Lethbridge, AB, T1J 4B5 |
| Phone | (403) 328-2600 |
