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After working for 35 years I needed to find a company to place my hard earned profit sharing. I began an almost 2 year search to find the right financial institution/person to trust with my money. I met a lot of people and I listened and asked a lot of questions. At the end, I choose Peter Grozdanis at Edward Jones. It was the easiest and best decision I have ever made in my life. I can't say this about too many companies, but I have 100% trust and faith in Peter and Edward Jones.
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I was referred to Lisa Currie by a friend and have not been disappointed. Each time i call in for financial help it is taken care by Samantha with remarkable speed. Lisa calls me in every few months to review my investments which keeps me very well informed. Many thanks to Lisa and Samantha.
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I have worked with Joe for over 25 years now, even before he began at Edward Jones. Over the years he has provided solid, reliable investment advice for myself and my family. We trust Joe and have recommended him to others we know as someone who will look after their best investment interests.
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Investment Advisory Service near Gaud Corners ON (770 Result(s))
1 King Street West, Bowmanville, ON L1C 1R2
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
RBC Wealth Management has been helping clients build and preserve wealth for more than 100 years. We are one of the world’s top five largest wealth managers and a segment of Royal Bank of Canada (RBC), offering the discipline, strength and stability of Canada’s largest bank. Our approach is to build a team around you from more than 2,000 accredited professionals, each specializing in disciplines like Investment Management, Wealth Planning, Trusts, Wills and Estates, Business Owner Planning and Credit and Insurance. Guided by our values and our responsibility as stewards of our clients’ wealth, our advisors build trusted relationships with their clients that often last lifetimes. Explore how you can get Canada's largest and most comprehensive wealth manager working for you, your family, and your business.
will work closely with you to fully understand your specific situation and goals. Based on your needs, I'll help you make informed financial choices to build your savings and protect what you save against unexpected events and to prepare financially for the future.
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.