List of Financial planners in Waterloo
There are 103 Financial planners in Waterloo as of December 1, 2024; which is an 0.98% increase from 2023. Of these locations, 59 Financial planners which is 57.28% of all Financial planners in Waterloo are single-owner operations, while the remaining 44 which is 42.72% are part of larger brands. Average age of Financial planners in Waterloo is 4 years and 11 months.Financial planners are also establishing a strong digital presence across various platforms: 30 have LinkedIn profiles, 28 have Facebook Pages, 12 are active on Instagram, 25 have X (formerly Twitter) handles, and 16 have YouTube channels. About 82 Financial planners have their own website and the remaining 21 don’t have their own website.
- 103
Number of Financial planners
- 23
Email addresses
- 96
Phone numbers
- 82
With Websites
- 30
LinkedIn Profiles
- 28
Facebook Profiles
- 12
Instagram Handles
- 25
X Handles
- 16
YouTube Channels
Download list of Financial planners in Waterloo
You can download Financial planners email and phone number lists along with top management data. Here is a random sample of 10 records for you to look at. Contact our support team to get more details.
| name | address | city | State/Territory | country | phone | Review Count | Rating Scores | url | Facebook Profile | Instagram Handle | YouTube | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Raymond James Ltd | Address | Waterloo | Ontario | Canada | Phone | 1 | 4 | Link | ||||||
| Parsons Financial Group, iA Private Wealth | Address | Waterloo | Ontario | Canada | Phone | 1 | 5 | Link | ||||||
| OPTIM Financial Solutions | Address | Waterloo | Ontario | Canada | Phone | 1 | 5 | Link | ||||||
| AFP Wealth Management | Address | Waterloo | Ontario | Canada | Phone | 0 | 0 | Link | ||||||
| Assante Capital Management Ltd. | Address | Waterloo | Ontario | Canada | Phone | 0 | 0 | Link | ||||||
| T.E.A.M. Financial Solutions | Address | Waterloo | Ontario | Canada | Phone | 20 | 5 | Link | ||||||
| Opus Wealth Advisors Inc. | Address | Waterloo | Ontario | Canada | Phone | 6 | 5 | Link | ||||||
| Wendy Strub | Address | Waterloo | Ontario | Canada | Phone | 0 | 0 | Link | ||||||
| Assante Capital Management Ltd. | Address | Waterloo | Ontario | Canada | Phone | 0 | 0 | Link | ||||||
| Koppeser Wealth Counsel | Address | Waterloo | Ontario | Canada | Phone | 3 | 5 | Link |
[
{
"name": "Raymond James Ltd",
"address": "10**********",
"phone": "********7774",
"email": "to**********@Ra**********",
"lat": 43.4632452,
"lng": -80.5203779,
"url": "ht**********",
"country": "Canada",
"state": "Ontario",
"city": "Waterloo",
"star_count": 4,
"rating_count": 1,
"category_name": "Financial planners"
},
{
"name": "Parsons Financial Group, iA Private Wealth",
"address": "63**********",
"phone": "********8448",
"email": "Ka*******@pa**********",
"lat": 43.5036577,
"lng": -80.5539019,
"url": "ht**********",
"country": "Canada",
"state": "Ontario",
"city": "Waterloo",
"star_count": 5,
"rating_count": 1,
"category_name": "Financial planners"
},
{
"name": "OPTIM Financial Solutions",
"address": "49**********",
"phone": "********3698",
"email": "op***@su*********",
"lat": 43.4943069,
"lng": -80.5370208,
"url": "ht**********",
"country": "Canada",
"state": "Ontario",
"city": "Waterloo",
"star_count": 5,
"rating_count": 1,
"category_name": "Financial planners"
},
{
"name": "AFP Wealth Management",
"address": "20**********",
"phone": "********8600",
"email": "ma**@af**********",
"lat": 43.4653435,
"lng": -80.5239047,
"url": "ht**********",
"country": "Canada",
"state": "Ontario",
"city": "Waterloo",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
},
{
"name": "Assante Capital Management Ltd.",
"address": "24**********",
"phone": "********5200",
"email": "se*****@as*********",
"lat": 43.4663944,
"lng": -80.5211583,
"url": "ht**********",
"country": "Canada",
"state": "Ontario",
"city": "Waterloo",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
},
{
"name": "T.E.A.M. Financial Solutions",
"address": "18**********",
"phone": "********8326",
"email": "wi**********@su*********",
"lat": 43.4974087,
"lng": -80.5471963,
"url": "ht**********",
"country": "Canada",
"state": "Ontario",
"city": "Waterloo",
"star_count": 5,
"rating_count": 20,
"category_name": "Investment services,Life insurance agencies,Financial institutions,Financial planners"
},
{
"name": "Opus Wealth Advisors Inc.",
"address": "74**********",
"phone": "********6160",
"email": "Ja**********@ma**********",
"lat": 43.5118208,
"lng": -80.5238849,
"url": "ht**********",
"country": "Canada",
"state": "Ontario",
"city": "Waterloo",
"star_count": 5,
"rating_count": 6,
"category_name": "Financial planners"
},
{
"name": "Wendy Strub",
"address": "80**********",
"phone": "********8042",
"email": "cs*******@cg*****",
"lat": 43.4634245,
"lng": -80.5215315,
"url": "ht**********",
"country": "Canada",
"state": "Ontario",
"city": "Waterloo",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
},
{
"name": "Assante Capital Management Ltd.",
"address": "49**********",
"phone": "********2580",
"email": "se*****@as*********",
"lat": 43.4939131,
"lng": -80.5364326,
"url": "ht**********",
"country": "Canada",
"state": "Ontario",
"city": "Waterloo",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
},
{
"name": "Koppeser Wealth Counsel",
"address": "1 **********",
"phone": "******** 121",
"email": "na**********@ma**********",
"lat": 43.486908,
"lng": -80.5266909,
"url": "ht**********",
"country": "Canada",
"state": "Ontario",
"city": "Waterloo",
"star_count": 5,
"rating_count": 3,
"category_name": "Financial planners"
}
]Loading...
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How many Financial planners are there in Waterloo?
There are a total of 103 Financial planners in Waterloo as of December 01, 2024.
Number of Financial planners in Waterloo with Phone Number
Number of Financial planners in Waterloo with Email
List of Financial planners in Waterloo with Social Media Accounts
Facebook Profiles
Instagram Handles
LinkedIn Profiles
X Handles
YouTube Channels
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Data of Financial planners in Waterloo with/without Website
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Number of Financial planners in Waterloo with website
Number of Financial planners in Waterloo without website
List of Financial planners in Waterloo By Ratings
Download the data of the number of star-rated Financial planners in Waterloo as of December 01, 2024.
Number of 1 star-rated Financial planners in Waterloo
Number of 2 star-rated Financial planners in Waterloo
Number of 3 star-rated Financial planners in Waterloo
Number of 4 star-rated Financial planners in Waterloo
Number of 5 star-rated Financial planners in Waterloo
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