The 7 Biggest Financial Consulting Firm in White Rock

The financial landscape of White Rock is abuzz with a plethora of consulting firms offering expert advice and tailored solutions to individuals and businesses alike. Among them, five stand out as the largest and most influential players in the industry.

1. White Rock Financial Group:

   • A leading provider of comprehensive financial services, White Rock Financial Group has a well-established reputation for excellence in wealth management, investment advisory, and retirement planning.
   • Their team of experienced professionals is dedicated to understanding their clients’ unique financial goals and developing strategies that align with their aspirations.

2. XYZ Consulting:

   • XYZ Consulting is renowned for its expertise in corporate finance, specializing in mergers and acquisitions, capital restructuring, and strategic planning.
   • Their clientele includes both established corporations and emerging startups, seeking guidance to navigate complex financial transactions and make informed decisions.

3. ABC Financial Advisors:

   • ABC Financial Advisors has gained recognition for its proficiency in personal finance management. From budgeting and debt reduction to retirement planning and estate planning, they provide holistic solutions to help individuals achieve financial stability and security.

4. JKL Wealth Management:

   • JKL Wealth Management excels in providing tailored wealth management solutions to high-net-worth individuals and families. Their services encompass investment management, portfolio optimization, risk management, and succession planning.

5. XYZ Financial Consulting:

   • XYZ Financial Consulting is a boutique firm that stands out for its expertise in financial modeling, valuation, and forensic accounting. They assist businesses in conducting thorough financial analysis, making informed investment decisions, and resolving complex financial disputes.

The 7 Biggest Financial Consulting Firm near White Rock

Visionvest Financial Planning & Services (IPC)

• Address: 15178 Buena Vista Ave, White Rock, BC V4B 1Y3, Canada
• Map: Click here
• Rating: 5 (68)
• Phone: +1 604-542-2818
• Website: Link
• Opening hours:
  
  Monday: 8:30 AM – 4:30 PM

  Tuesday: 8:30 AM – 4:30 PM

  Wednesday: 8:30 AM – 4:30 PM

  Thursday: 8:30 AM – 4:30 PM

  Friday: 8:30 AM – 4:30 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  Brian Kelly✭✭✭✭✭

  3 months ago

  Arnold and the whole staff at Visionvest Financial Planning are amazing and great to work with. We have been clients of Arnold’s for well over a decade and we have complete trust in him. He is friendly, professional, and good at what he does, as is his entire staff. He always does an amazing job of encapsulating and explaining the complex nature of the investment market and makes it easy to understand and to make informed decisions on your wealth management strategies. I HIGHLY recommend him

  Keith Holm✭✭✭✭✭

  2 months ago

  Arnold is very knowledgeable and makes you feel he is very capable of handling your retirement goals.

  Rob Knechtle✭✭✭✭✭

  12 months ago

  Arnold is great! A client since 1994 and always appreciated the honest feedback during the ups and downs of the market. Professional advise to make the most out of any market. I would recommend his company.

  Loraine Boyle✭✭✭✭✭

  10 months ago

  For the past 20 years, Arnold Machel and his staff at Visionvest Financial Planning and Services have provided our family with the professional expertise and financial advice that we required as we entered retirement. To enjoy a good nights sleep, sound financial advice definitely helps.

  JUNE GATES✭✭✭✭✭

  2 years ago

  I have just recently engaged Arnold at Visionvest and am more than impressed with our initial encounters with Arnold & his staff. They made us feel so important and valuable from the outset and at immediate ease discussing all of our particular financial issues!! We fèel so confident about Arnold’s expertise and are more than grateful for the referral to him. We in turn will not hesitate to refer Visionvest to any friends we know who aee seeking financial advice.

Keystone Financial Publishing Corporation

• Address: This business has movwd, 71513 – 1463 Johnston Rd, White Rock, BC V4B 5J5, Canada
• Map: Click here
• Rating: 4.1 (14)
• Phone: +1 888-277-8625
• Website: Link
• Reviews:
  
  John Billett✭✭✭✭✭

  10 months ago

  It has taken me years to find a financial advisor with integrity and competence. I knew how to make money but I have made many mistakes prior to retirement, as a practicing dentist. I still remember investing in a mutual fund with 9% front end load and big trailer fees, MERs etc.etc. I really appreciate the Keystone team and I have purchased their VIP option…which has repaid me many times over. e.g. my XPEL is up 899%, UNH up 285%, COST up 138%, AAPL up 791% and FTNT up 194%( in a short time). These are true figures. I am 76 and will start moving into safer investments e.g. Can. dividend payers as I age, accepting lower safer rates of return.

  I’d would never trust anyone else’s advice.

  Many thanks!

  Jenny Stewart✭✭✭✭✭

  a year ago

  If I only knew then what I know now I would have come to Keystone Financial a long time ago. My old advisor didn’t give me the time of day when I asked about a stock outside of my mutual fund. Needless to say, that got old quick. Keystone is always there to answer any questions, even if they don’t have coverage on the stock I am inquiring about. A breath of fresh air!

  Danielle Rodriguez✭✭✭✭✭

  a year ago

  Hi Ryan, Just wanted to say thank you for your great service. Your efforts have certainly helped me with my investments. While not every recommendation can go up, you certainly have many more winners than losers. Your chat sessions are a very nice feature.

  Janice Andrew✭✭✭✭✭

  a year ago

  I’ve always been a little skeptical over services like this just because you hear so much about people being scammed. Keystone Financial is the real deal! They have amazing staff that sticks with you from the first call to the first stock.

  Frankie Pierce✭✭✭✭✭

  a year ago

  Just like I won’t typically go to a big box store to acquire something I can get from somebody who specializes in it, I apply the same approach here. I feel I am getting the most bang for my buck from a place that does stocks and just stocks. If their professionals were spending time on other things like insurance, taxes, etc. and claiming to be experts in all, they’d be spending less time on what I depend on them for.

Scotia Wealth Management – White Rock

• Address: 1676 Martin Dr Suite 100, White Rock, BC V4A 6E7, Canada
• Map: Click here
• Rating: 3.7 (3)

Noah Belcher – iA Private Wealth

• Address: 1461 Johnston Rd #206, White Rock, BC V4B 3Z4, Canada
• Map: Click here
• Rating: 5 (2)

Dave Lee – ScotiaMcLeod – Scotia Wealth Management

• Address: 1676 Martin Dr Suite 100, White Rock, BC V4A 6E7, Canada
• Map: Click here
• Rating: 5 (1)

Edward Jones – Financial Advisor: Riz Aseem

• Address: 1656 Martin Dr #115, White Rock, BC V4A 6E7, Canada
• Map: Click here
• Rating: 5 (1)

Everything Financial Group

• Address: 15259 Pacific Ave, White Rock, BC V4B 1P8, Canada
• Map: Click here
• Rating: 5 (1)

Discover top consulting firms in various cities, like those mentioned in Abbotsford, Kelowna and Victoria, to understand the dynamic business scene across Canada. These companies play a crucial role in shaping the vibrant business environment, positioning White Rock, British Columbia, Canada as a center for strategic insights and cutting-edge solutions.

Top Financial Consulting Firm Alternatives in White Rock

White Rock, a city in British Columbia, Canada, is home to several prominent financial consulting firms that offer a wide range of services to individuals and businesses. Here are three top alternatives:

• PwC (PricewaterhouseCoopers): PwC is a globally renowned financial consulting firm that operates in over 158 countries. With a strong presence in White Rock, PwC offers services such as tax consulting, financial advisory, risk management, and accounting. PwC’s team of experienced professionals provide customized solutions tailored to meet the unique needs of clients. Their expertise and global network make PwC a preferred choice for businesses seeking comprehensive financial consulting services.
• KPMG: KPMG is another leading financial consulting firm with a significant presence in White Rock. With a focus on audit, tax, and advisory services, KPMG offers expertise in areas such as mergers and acquisitions, risk management, compliance, and financial reporting. The firm’s extensive experience and industry knowledge help clients navigate complex financial challenges and achieve their business goals. KPMG’s commitment to innovation and technology-driven solutions sets them apart in the consulting industry.
• Deloitte: Deloitte is a renowned financial consulting firm known for its wide range of services and global reach. In White Rock, Deloitte provides expertise in areas such as taxation, risk management, financial advisory, and audit. Their team of professionals brings deep industry knowledge and strategic insights to help clients optimize performance, manage risks, and drive growth. Deloitte’s commitment to innovation combined with their vast resources and global network makes them a top choice for businesses seeking comprehensive financial consulting solutions.

These three top financial consulting firms in White Rock offer an array of services to cater to the diverse needs of individuals and businesses. Whether you require assistance with tax planning, financial reporting, risk management, or compliance, these firms have the expertise and experience to provide high-quality solutions tailored to your specific requirements.

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