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In the vibrant city of Lethbridge, several prominent financial consulting firms offer expert guidance and tailored solutions to individuals and businesses seeking financial success. These firms employ experienced professionals who leverage their knowledge and expertise to empower clients in making informed financial decisions and achieving their long-term goals. Here are the five largest financial consulting firms in Lethbridge, known for their exceptional services and commitment to client satisfaction:
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Raymond James:
- Founded in 1924, Raymond James is a leading global financial services firm headquartered in St. Petersburg, Florida, with a strong presence in Lethbridge.
- The firm offers a comprehensive range of financial advisory services, including investment planning, retirement planning, estate planning, and insurance solutions.
- Raymond James is renowned for its personalized approach, customized investment strategies, and dedicated client service.
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Manning Elliott LLP:
- Established in Lethbridge in 1982, Manning Elliott LLP is a reputable accounting and business advisory firm with a focus on financial consulting services.
- The firm’s team of seasoned professionals provides specialized consulting in areas such as corporate finance, mergers and acquisitions, business valuations, and strategic planning.
- With its strong understanding of the local business landscape, Manning Elliott LLP assists clients in making informed strategic decisions for sustainable growth.
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BDO Canada LLP:
- BDO Canada LLP is a leading provider of audit, tax, and advisory services, with a significant presence in Lethbridge and across the country.
- The firm’s financial consulting arm offers expertise in areas such as business valuations, corporate restructuring, forensic accounting, and risk management.
- BDO’s team of experts collaborates closely with clients to develop tailored solutions that address their unique financial challenges and opportunities.
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MNP LLP:
- MNP LLP is a prominent Canadian professional services firm with a strong presence in Lethbridge, offering a wide range of financial consulting services.
- The firm provides specialized consulting in areas such as business consulting, tax planning, succession planning, and wealth management.
- MNP’s team of experienced professionals is dedicated to helping clients navigate complex financial matters, optimize their financial performance, and achieve their desired outcomes.
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Deloitte Canada:
- Deloitte Canada is a renowned global professional services firm with a substantial presence in Lethbridge, offering a comprehensive suite of financial consulting services.
- The firm’s team of experts provides consulting in areas such as financial restructuring, corporate finance, risk management, and technology consulting.
- Deloitte’s commitment to innovation and industry-leading expertise enables it to deliver tailored solutions that drive clients towards long-term financial success.
Daftar isi:
The 7 Biggest Financial Consulting Firm near Lethbridge
Advantage Financial Services Inc
- Address: 3222 Fairway St S, Lethbridge, AB T1K 8A3, Canada
- Map: Click here
- Rating: 5 (124)
- Phone: +1 403-381-9195
- Website: Link
- Opening hours:
Monday: 8:00 AM – 4:30 PMTuesday: 8:00 AM – 4:30 PMWednesday: 8:00 AM – 4:30 PMThursday: 8:00 AM – 4:30 PMFriday: 8:00 AM – 4:30 PMSaturday: ClosedSunday: Closed - Reviews:
4 months agoRyan and Dan make me confident that I have invested my retirement funds with someone I can trust. They have a good solid investment strategy that has worked well for me and years to come. A great customer appreciation night as well. Thank You.3 months agoI recently attended a presentation hosted by this company and it was amazing. Professional and high achieving staff who “invest” in their clients. Very educational and uplifting content with motivational speakers. Thank you!4 months agoThe dinner was fantastic! The financial presentation was good and the guest speaker Bruce Kirby was very entertaining, even with the multimedia part coming and going, and we enjoyed what he had to say! Thank you for the evening!a year agoI am happy to say that my experience with Advantage Financial Services has been very positive. Ryan and Dan have given good advise and have also honored my wishes when I requested some unconventional investments. Skylar is always ready to help out on the admin side and sees that things run smoothly. More important the rate of return has been better that expected. Keep up the good work.a year agoI’ve dealt with Advantage, and Ryan Peterson for many years now. I really appreciate their personal touch, while staying true to their internal model for investing. Its not easy to keep the emotion out of investing and Ryan does a fantastic job keeping everyone focused on the long-term plan. Have and will continue to recommend to people.
Kranzler Financial Services Inc.
- Address: 1605 3 Ave S, Lethbridge, AB T1J 0L1, Canada
- Map: Click here
- Rating: 5 (26)
- Phone: +1 403-317-0881
- Website: Link
- Opening hours:
Monday: 9:00 AM – 5:00 PMTuesday: 9:00 AM – 5:00 PMWednesday: 9:00 AM – 5:00 PMThursday: 9:00 AM – 5:00 PMFriday: 9:00 AM – 5:00 PMSaturday: ClosedSunday: Closed - Reviews:
in the last weekHighly recommend. Kevin is awesome at what he does.4 years agoKevin is fantastic! He made it extremely effortless for myself and my husband to get life insurance. From meeting us outside of office hours to providing us with all the information we needed to make an informed decision, Kevin went the extra mile. He is very knowledgable, honest and professional yet down-to-earth. We will definitely be using Kevin in the future for our other financial needs!6 years agoKevin was extremely easy to deal with, and I really appreciated his professionalism. He found the right health benefits plan for our small Automotive shop, giving us great value for our money. I’ll also have no questions referring friends or family his way, because I’ll know their in good hands!5 years agoWorking with Kevin has been a very beneficial experience for my business. He truly cares about his clients and goes the extra mile to get the best rates and packages that are right for you. Kevin helped me save almost $8000 per year on employee benefits. I would recommend Kevin to any small business owner without question!6 years agoKevin is great to work with. He stays in touch and finds products to suit your needs without harassing you! He also has found us great deals on group insurance and is involved in the renewal every year. Looking forward to working with Kevin for years to come!
World Financial Group
- Address: 495 Wt Hill Blvd S #26, Lethbridge, AB T1J 1Y6, Canada
- Map: Click here
- Rating: 4.2 (10)
Laurie Kenna & Associates Financial Services Ltd – Sun Life Financial
- Address: 550 Wt Hill Blvd S suite 80, Lethbridge, AB T1J 4Z8, Canada
- Map: Click here
- Rating: 3.4 (5)
Lacey Klassen – Certified Financial Planner®
- Address: 334 12 St S, Lethbridge, AB T1J 2R1, Canada
- Map: Click here
- Rating: 5 (3)
Terry Clark Financial Planning
- Address: 20 Wt Hill Blvd S, Lethbridge, AB T1H 2B2, Canada
- Map: Click here
- Rating: 5 (3)
Terry Clark Financial & Estate Planning
- Address: 491 Wt Hill Blvd S #20, Lethbridge, AB T1J 1Y6, Canada
- Map: Click here
- Rating: 5 (2)
Discover top consulting firms in various cities, like those mentioned in Red Deer, Edmonton and Calgary, to understand the dynamic business scene across Canada. These companies play a crucial role in shaping the vibrant business environment, positioning Lethbridge, Alberta, Canada as a center for strategic insights and cutting-edge solutions.
Top Financial Consulting Firm Alternatives in Lethbridge
The Biggest Financial Consulting Firm in Canada
When it comes to financial consulting firms in Lethbridge, there are three top alternatives that are renowned for their expertise and reputation in the industry. These firms offer comprehensive services to individuals, businesses, and organizations, providing valuable insights and guidance for making informed financial decisions. Here are the top three financial consulting firms in Lethbridge:
- Deloitte: Deloitte is a multinational professional services network that offers a wide range of financial consulting services. They specialize in areas such as accounting, auditing, tax consulting, risk assessment, and financial advisory. Deloitte has a strong presence in Lethbridge and is known for its experienced professionals who provide personalized solutions to clients.
- PricewaterhouseCoopers (PwC): PwC is another global leader in financial consulting. They have a dedicated team in Lethbridge that offers services such as tax planning, financial reporting, business valuation, and wealth management. PwC is recognized for its innovative approaches and extensive knowledge in various industries.
- KPMG: KPMG is a well-established financial consulting firm that operates in Lethbridge. They provide services like risk management, business restructuring, corporate finance, and financial planning. KPMG stands out for its comprehensive understanding of local market dynamics and its ability to develop tailored strategies for clients.
These three financial consulting firms are highly respected in Lethbridge, and each offers unique strengths and capabilities. Whether you are an individual seeking personal financial advice or a business looking for strategic financial planning, engaging with one of these firms can provide you with the expertise and guidance needed to achieve your financial goals.
Thank you for taking the time to read our article. For more in-depth reviews and comprehensive ratings on the Financial Consulting Firm, please explore the recommended articles listed below.