Knowing that Brian Wood has strong credentials, such as Certified Financial Planner, Financial Management Advisor, and Chartered Investment Manager, makes us feel more confident in his services. 

On top of that, he serves as a Regional Vice-President at IG Wealth Management, which means you can expect high-quality financial planning support, especially since he’s encountered all sorts of cases for more than 30 years.  

We love that he creates a holistic plan through the IG Living Plan framework. Simply put, this framework considers multiple aspects, including retirement planning, cash flow, tax strategies, and major life expenses—financial decisions become more cohesive across different areas. 

To maintain cohesiveness, we appreciate their proactive approach in updating and adapting financial plans as life circumstances change. 

It’s also worth noting that this also helps business owners integrate personal and business financial strategies to improve overall finances. This is a win for entrepreneurs who might feel overwhelmed in managing their wealth.

Lastly, we like that they have access to advanced planning tools, financial research, and specialized expertise to support complex cases. You can easily request an appointment, just note that they’re closed on weekends. 

I have saved a ton in taxes 

“Super happy with my service for the last eight years. I have saved a ton in taxes and know what my future finance looks like because of my planner. Best move I ever made! Highly recommend taking the time to check these guys and gals out.”

FBI SURVEILLANCE VAN, Google Review

Has my future in mind always 

“My Consultant always returns my calls, and no question is left unanswered. IG has my future in mind always.”

Kathryn and John, Client Testimonial

We like that you can get comprehensive guidance that looks at your full financial picture rather than isolated pieces with Wiltshire Financial Management. You see, they specialize in aligning retirement, taxes, and investment strategies for a robust and sustainable roadmap. 

On that note, we have to give props to their tax-efficient strategies. They have a knack for reducing tax drag on investments and retirement income to improve long-term financial outcomes, so you get to keep more of what you earn. 

We also appreciate their initiative and guidance to help clients have a better grasp of handling cash flow and debt. The clients we spoke with shared how they feel more in control of their financial portfolio. 

But we did notice that they have a smaller team with limited specialist roles, so it can be a dealbreaker if you’re involved in highly complex and nuanced fields. 

Nonetheless, we can’t deny that their team is incredibly responsive and is good at personalizing plans to suit your goals and needs. 

Very pleased and impressed 

“Very pleased and impressed with Wiltshire Financial! Highly recommend them!”

Leonard Hoyt, Google Review

Competent and trustworthy 

“Douglas is competent and trustworthy guy. He has become a dear friend as we’ve travelled the investment road over the past years. I would recommend him, for sure.”

Cheryl Gillette, Google Review

One of the things we love about Eastport Financial Group Inc. is the personalized attention you receive. Thanks to their low client-to-advisor ratio, you can spend more time with your advisor to discuss your goals and financial situation. 

That said, we’re glad that they’re highly experienced in assisting clients with investments, insurance, retirement strategies, estate planning, and life-event decisions. 

Their expertise in legacy and generational wealth planning deserves a highlight as well. In other words, they’re a solid pick for families who want to build multi–generational wealth—like a trust fund on steroids. 

It’s just a bummer that their small team also means fewer specialized services than other firms. You might have to look elsewhere if you have extremely complex financial portfolios.

On a positive note, we found that Eastport builds portfolios without being tied to large bank investment platforms. What this means is that they’re more flexible in selecting investment strategies and solutions that can suit you the most. 

Amazing, helpful, responsive 

“Lori is amazing, helpful, responsive with great advice and a real care for her clients and their personal & professional lives! I can’t imagine trusting my savings with anyone else ”

Melanie Smyth, Google Review

Professional, knowledgeable, and eager to help

“Jonathan and the entire team at Eastport have always been professional, knowledgeable and eager to help. I would highly recommend them!”

Aj Szulewicz, Google Review

What’s nice about Gordon Stirrett Wealth Management is that they operate as a privately-owned advisory firm that is open to working with multiple financial institutions. They don’t have an exclusive partnership with a single bank or investment provider, so they can explore more options for you. 

We find it convenient that they have a team with several Certified Financial Planners and professionals with additional estate and trust credentials as well. You can benefit from collaborative planning and a wider area of expertise. 

So, it’s no surprise that they can seamlessly coordinate financial decisions involving retirement, investments, taxes, insurance, and estate planning. 

Here’s another perk: they offer a free second opinion if you already have an existing financial plan but want professional feedback. 

On the flipside, we noticed that they don’t focus much on fully digital services where you can manage investments independently through apps or automated systems. 

But hey, you can access their financial planning tools and calculators, like investment, net-worth, and cash-flow calculators, to help you visualize financial outcomes.   

I feel confident and secure heading into retirement 

“I’m pleased with the help I’ve had from Joel Neynens. Investment advice is part of it of course, but looking at the whole situation has been very valuable, and I feel confident and secure heading into retirement.”

Steve Dingwall, Google Review

Very professional and knowledgeable 

“Very professional and Knowledgable about the markets and they have been a great help over the last few years setting up my profile towards retirement.”

Bradley Hebb, Google Review

It’s reassuring to see that Himmelman & Associates Financial Advisors Inc. covers multiple wealth areas. Think investments, insurance, tax strategies, retirement planning, and estate planning as part of a unified financial plan.

Speaking of unity, we love that they go for a team-based approach. You see, multiple advisors and specialists with backgrounds in finances, operations, and wealth planning can add their expert touch when building your financial plans. 

And if you already have an existing one, you can take advantage of their free review to assess its strengths, weaknesses, and room for improvement. This can help you confirm if your current strategy is working or spot areas that need adjustment. 

The drawback? They’re affiliated with a financial institution for brokerage services, while this may streamline processes, it can also limit your options.

Here’s the silver lining: they continually monitor client accounts and recommend adjustments as goals, markets, or personal situations evolve—it avoids the risk of plateauing. 

Checks up with me regularly 

“My experience with Himmelman & Associates has been nothing but positive. Ben checks up with me regularly and goes out of his way to ensure I know what’s going on with my investments.”

Noah Landry, Google Review

Professional, prompt, and highly effective 

“Brain and his team are professional, prompt and highly effective. I have used their services for several years and have not been disappointed.”

Nancy White, Google Review