Best Financial Planner In Barrie

The Financial Planner
Barrie Trusts

Comprehensive financial planning that puts your future first. Walton Financial Group helps Barrie families and businesses build wealth, protect what matters, and plan with confidence.

4.9 ยท 276 Google reviews
๐Ÿ’ฐ Retirement & Investment Planning ๐Ÿ† 276+ Reviews ๐Ÿค Personalized Advice ๐Ÿ“ Wellington St, Barrie
โญ Good Neighbours Pick
Walton Financial Group Inc
126 Wellington St W #202, Barrie, ON L4N 1L2
โ˜…โ˜…โ˜…โ˜…โ˜… 4.9 ยท 276 Google reviews
Call 705-733-5200 Visit waltonfinancial.ca โ†’

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276+Google reviews
4.9 โ˜…Average rating
Retirement & InvestmentsFull financial planning
BarrieBased & trusted
" Walton Financial Group will help you plan for the future with confidence. โ€” Your Good Neighbours

What They Offer

Walton Financial Group Inc provides comprehensive services for Barrie residents โ€” delivered with expertise and genuine care.

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Retirement Planning
RRSP, RRIF, and pension strategies to secure your retirement
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Investment Management
Personalized investment portfolios built around your goals
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Life & Health Insurance
Protecting your family and income with the right coverage
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Tax Planning
Strategies to minimize your tax burden year over year
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Estate Planning
Wills, powers of attorney, and legacy planning done right
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Group Benefits
Employee benefits plans for businesses of all sizes

Why We Recommend Them

good NEIGHBOURS
Good Neighbours Barrie

"Walton Financial Group will take care of your financial future. We're proud to call them Barrie's best financial planner."

Financial planning is deeply personal. The right advisor doesn't just manage your money โ€” they understand your life, your goals, and what you're actually building toward. That's the standard we held when looking for Barrie's recommended financial planner.

Walton Financial Group stood out for their combination of genuine expertise, client-first approach, and a track record that Barrie residents clearly trust โ€” 276 reviews and a 4.9-star average don't happen without consistently delivering for real people.

Whether you're starting to invest, planning for retirement, or protecting your family's future, Walton Financial Group is the advisor Barrie trusts. When your neighbours ask us who handles their financial future, this is the answer.

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Comprehensive Planning
Investments, insurance, taxes, and estate โ€” all under one roof
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276 Reviews
One of Barrie's most-reviewed financial planning firms
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4.9 Stars
Exceptional client satisfaction across every service
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Client-First
Advice tailored to your goals โ€” not a generic product push
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Proven Results
Strategies built on real expertise and long-term thinking
โค๏ธ
Barrie Community
Invested in the financial wellbeing of this community

Reviews from Barrie Residents

CT
Barrie Client
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Walton Financial has been managing our family's investments and insurance for years. They take the time to understand what we actually need and always explain things clearly. We feel completely confident in our financial future because of them.

BR
Retirement Planner
โ˜…โ˜…โ˜…โ˜…โ˜…

I came to Walton Financial completely overwhelmed about retirement planning. They simplified everything, laid out a clear path forward, and I left feeling genuinely optimistic. Professional, knowledgeable, and truly caring about their clients.

KP
Business Owner
โ˜…โ˜…โ˜…โ˜…โ˜…

Set up our group benefits and corporate financial planning through Walton Financial Group. The process was smooth and they found us better coverage at a lower cost than what we had before. Exceptional team โ€” highly recommend.

See all reviews on Google โ†’

Why We Recommend Walton Financial Group Inc

These articles give you a closer look at the business we proudly stand behind, and why they made the cut.

Frequently Asked Questions

Good Neighbours Barrie recommends Walton Financial Group Inc at 126 Wellington St W #202, Barrie, ON L4N 1L2. Call 705-733-5200 or visit waltonfinancial.ca.
They offer retirement planning, investment management, life and health insurance, tax planning, estate planning, and group benefits for businesses.
Yes. Call 705-733-5200 or visit waltonfinancial.ca to book a consultation.
Their 4.9-star rating across 276 reviews and their genuinely client-first approach to financial planning made them Barrie's clear choice.
126 Wellington St W #202, Barrie, ON L4N 1L2.

Visit Walton Financial Group Inc

Located on Wellington Street West in downtown Barrie.

Send Walton Financial Group A Message

Ready to start planning or have a financial question? Reach out and the team will get back to you.

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๐Ÿ“ž Call Send a Message โ†’