Bank branches in Waterloo with certified financial planners
List of bank branches with certified financial planners in Waterloo
Searching for bank branches with certified financial planners in Waterloo? We’ve mapped out all locations offering these specific services, including extended hours and specialized equipment to help you manage your banking needs efficiently.
1
Inst. No: 001
Transit: 30562
+1 519-885-8410
Mon-Fri: 09:30-17:00 | Sat: 09:30-16:00
5
Inst. No: 001
Transit: 30572
+1 519-885-8545
Monday: 09:30-17:00 | Tuesday: 09:30-17:00 | Wednesday: 09:30-17:00 | Thursday: 09:30-18:00 | Friday: 09:30-18:00 | Saturday: 09:30-16:00 | Sunday: Closed
6
Inst. No: 010
Transit: 05452
(519) 884-9290
Monday: 9:30 AM - 5:00 PM | Tuesday: 9:30 AM - 5:00 PM | Wednesday: 9:30 AM - 5:00 PM | Thursday: 9:30 AM - 6:00 PM | Friday: 9:30 AM - 6:00 PM | Saturday: 9:30 AM - 4:00 PM | Sunday: Closed
8
Inst. No: 010
Transit: 04252
(519) 884-9230
Monday: 9:30 AM - 5:00 PM | Tuesday: 9:30 AM - 5:00 PM | Wednesday: 9:30 AM - 5:00 PM | Thursday: 9:30 AM - 6:00 PM | Friday: 9:30 AM - 6:00 PM | Saturday: 9:30 AM - 4:00 PM | Sunday: Closed
9
Inst. No: 010
Transit: 04772
(519) 888-8270
Monday: 9:30 AM - 5:00 PM | Tuesday: 9:30 AM - 5:00 PM | Wednesday: 9:30 AM - 5:00 PM | Thursday: 9:30 AM - 6:00 PM | Friday: 9:30 AM - 6:00 PM | Saturday: 9:30 AM - 4:00 PM | Sunday: Closed
10
Inst. No: 010
Transit: 00452
(519) 886-2960
Monday: 9:30 AM - 5:00 PM | Tuesday: 9:30 AM - 5:00 PM | Wednesday: 9:30 AM - 5:00 PM | Thursday: 9:30 AM - 6:00 PM | Friday: 9:30 AM - 6:00 PM | Saturday: 9:30 AM - 4:00 PM | Sunday: Closed
13
Inst. No: 003
Transit: 09037
519-747-1761
Mon-Fri 09:30-20:00 | Sat 09:30-16:00 | Sun Closed
14
Inst. No: 003
Transit: 07702
519-747-8320
Mon-Fri 09:30-20:00 | Sat 09:30-16:00 | Sun Closed
15
Inst. No: 003
Transit: 07712
519-747-8360
Mon-Fri 09:30-20:00 | Sat 09:30-16:00 | Sun Closed
16
Inst. No: 003
Transit: 07682
519-747-8335
Mon-Fri 09:30-09:30 | Sat Closed | Sun Closed
17
Inst. No: 002
Transit: 81802
(519) 8862500
Mon: 09:30-17:00 | Tue: 09:30-17:00 | Wed: 09:30-17:00 | Thu: 09:30-18:00 | Fri: 09:30-17:00 | Sat: 9:30-15:00 | Sun: Closed
18
Inst. No: 002
Transit: 07252
(519) 8842430
Mon: 09:30-17:00 | Tue: 09:30-17:00 | Wed: 09:30-17:00 | Thu: 09:30-18:00 | Fri: 09:30-18:00 | Sat: 09:30-15:00 | Sun: Closed
19
Inst. No: 002
Transit: 88716
(519) 5850050
Mon: 09:30-17:00 | Tue: 9:30-17:00 | Wed: 09:30-17:00 | Thu: 09:30-18:00 | Fri: 09:30-18:00 | Sat: 09:30-15:00 | Sun: Closed
21
Inst. No: 004
Transit: 00270
(519) 885-8586
Mon - Fri: 9:00 AM - 6:00 PM | Saturday: 9:00 AM - 4:00 PM | Sunday: CLOSED
22
Inst. No: 004
Transit: 03822
(519) 746-6933
Monday: 9:00 AM - 6:00 PM | Tuesday: 9:00 AM - 6:00 PM | Wednesday: 9:00 AM - 6:00 PM | Thursday: 9:00 AM - 8:00 PM | Friday: 9:00 AM - 8:00 PM | Saturday: 9:00 AM - 4:00 PM | Sunday: CLOSED
23
Inst. No: 004
Transit: 00163
(519) 885-8485
Monday: 9:00 AM - 6:00 PM | Tuesday: 9:00 AM - 6:00 PM | Wednesday: 9:00 AM - 6:00 PM | Thursday: 9:00 AM - 8:00 PM | Friday: 9:00 AM - 8:00 PM | Saturday: 9:00 AM - 4:00 PM | Sunday: CLOSED
24
Inst. No: 004
Transit: 03814
(519) 725-3630
Mon - Fri: 9:00 AM - 6:00 PM | Saturday: 9:00 AM - 4:00 PM | Sunday: CLOSED
25
Inst. No: 004
Transit: 03821
(519) 742-1708
Mon - Fri: 9:00 AM - 6:00 PM | Saturday: 9:00 AM - 4:00 PM | Sunday: CLOSED
26
Inst. No: 004
Transit: 03659
(519) 883-4701
Mon - Fri: 9:00 AM - 6:00 PM | Saturday: 9:00 AM - 4:00 PM | Sunday: CLOSED
27
Inst. No: 004
Transit: 03823
(519) 884-4710
Mon - Fri: 9:00 AM - 6:00 PM | Saturday: 9:00 AM - 4:00 PM | Sunday: CLOSED
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Bank branches with certified financial planners in Waterloo
A financial plan is your roadmap to achieving major life milestones, like retirement or buying a vacation home. These 27 branches in Waterloo feature certified financial planners (CFPs) who can provide deep-dive analysis of your spending, saving, and investing habits to ensure you stay on track to reach your personal goals.
Frequently Asked Questions
— Is financial planning a free service at Waterloo bank branches?
Many banks offer basic planning as part of their service for account holders. More complex planning may have associated fees. We suggest booking an initial discovery meeting at one of the 27 branches above.
— How do I find the 5-digit transit number for these branches in Waterloo?
The transit number is a unique identifier for each specific branch location. You can find the specific 5-digit code for any of the 27 locations in Waterloo listed in our directory above, usually displayed next to the branch address.
— Do I need an appointment to access with certified financial planners at these locations?
For specialized services like with certified financial planners, we strongly recommend booking an appointment. While many of the 27 branches in Waterloo allow walk-ins for basic teller transactions, speaking with a financial advisor usually requires a scheduled time to ensure availability.
Note: Branch information for Waterloo is subject to change. We recommend contacting the institution directly to confirm hours and available services.
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