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PLAN Financial GroupFinancial advisor in St. Catharines, ON

PLAN Financial Group is a financial advisor at 300G Fourth Ave Unit 205a, St. Catharines, ON L2S 0E6, ranked #46 of 99 financial advisors in St. Catharines and rated 5.0 from 4 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

St. Catharines, ONUpdated 0 paid placements in any rankingHow we rank

Call (905) 685-5888Website ↗

Key facts

Key facts about PLAN Financial Group
Address300G Fourth Ave Unit 205a, St. Catharines, ON L2S 0E6Get directions
Phone(905) 685-5888
Websiteplanfinancialgroup.ca
HoursMonday to Friday: 8 AM – 4 PM
Google rating5.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves St. Catharines and 5 towns within 40 km: Thorold, Niagara Falls, Welland, Port Colborne and Fort Erie.

Based in St. Catharines, ONView on map

Opening hours

Opening hours for PLAN Financial Group
DayHours
Monday8 AM – 4 PM
Tuesday8 AM – 4 PM
Wednesday8 AM – 4 PM
Thursday8 AM – 4 PM
Friday8 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about PLAN Financial Group

How is PLAN Financial Group ranked in St. Catharines?

PLAN Financial Group is ranked #46 of 99 financial advisors in St. Catharines by RFA Score, with 61 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are PLAN Financial Group’s hours?

PLAN Financial Group is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does PLAN Financial Group serve?

Serves St. Catharines and 5 towns within 40 km: Thorold, Niagara Falls, Welland, Port Colborne and Fort Erie. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about PLAN Financial Group?

PLAN Financial Group has a rating of 5.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact PLAN Financial Group?

Call PLAN Financial Group on (905) 685-5888. The business is at 300G Fourth Ave Unit 205a, St. Catharines, ON L2S 0E6. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

PLAN Financial Group compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
PLAN Financial Group (this business)—615.0 (4)NoNo
IG Wealth Management#44614.2 (5)NoNo2.1 km
Luminaris Wealth Planning by Aurora Tancock#45615.0 (4)NoNo2.8 km
Assante Capital Management Ltd.#47614.0 (4)NoNo2.9 km

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