Investment Companies & Services in Samac, Oshawa, ON
Find accurate info on the best investment companies in Samac, Oshawa. Get reviews and contact details for each business, including phone number, address, opening hours, promotions and other information.
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Showing results: 1 - 1 out of 1
Results from the 'Investment Companies & Services' category in Samac, Oshawa
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501 Coldstream Drive, Oshawa, L1K 3B3
(905) 723-2633
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. 
Customers praise Lisa Currie's professionalism, expertise, and attentiveness as a financial advisor at Edward Jones. They appreciate her thorough explanations and personalized approach, which has led to significant growth in their investments. Lisa is described as knowledgeable, trustworthy, and caring, with excellent customer service and communication skills. Some customers have retired early or reached their financial goals under her guidance, highly recommending her and Edward Jones to others. 