Business Details
About
Investment Service
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.
Location
Edward Jones - Financial Advisor: Dave Shakespeare
523 Woodpark Blvd SW, Calgary, AB
T2W4J3, Canada
Reviews
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2 reviews
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- JWJane N WalskyOct 29, 20205.0Dave is my 'financial psychologist'! he takes the time to make sure you know exactly what is happening with your money, and ensures your money is working for you! I have had such bad experiences in the past with financial advisors and had zero knowledge of how to grow my money. I HIGHLY recommend Dave for any money needs! Especially for those 'every day people' who don't know where to begin.
- CHCody HolowachukApr 20, 20205.0Calm and rational advice from a solid guy.
Frequently Asked Questions About Edward Jones - Financial Advisor: Dave Shakespeare
What services does Edward Jones - Financial Advisor: Dave Shakespeare provide?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Dave Shakespeare located?
The office is located at 523 Woodpark Blvd SW, Unit 5A, Calgary, AB, postal code T2W4J3, Canada.
How can I contact Dave Shakespeare at Edward Jones?
You can call the main phone number at +1 587-570-4785, the alternate phone at +1 403-238-2005, or email dave.shakespeare@edwardjones.com for inquiries.
Can I book a consultation with Dave Shakespeare online?
Yes, you can book a consultation using the reservation URL at https://www.edwardjones.ca/ca-en/financial-advisor/dave-shakespeare/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Dave Shakespeare?
The primary language spoken at this office is English.
How long has Edward Jones been established as a financial service?
Edward Jones has been established since 1922, providing long-standing financial advisory services.
Do any nearby places offer complementary services or amenities for clients visiting Edward Jones?
Yes, nearby places include Calgary Russian Store and Russian Store for grocery needs, Salon Levant for beauty services, and Woodcreek Dental Care for health services, which clients might visit before or after their appointment.
Are there any public transit or convenience stores near Edward Jones to assist clients getting there?
Clients can find multiple convenience stores nearby like Circle K and Mac's, helpful for quick stops. These can aid in easily locating the area or grabbing essentials.
What are some nearby leisure spots where clients might relax after meeting their financial advisor?
Clients can unwind at nearby pubs such as 3 Crowns and Red Crowns Pub, or enjoy specialty activities at BRAVO Circus Studio & Entertainment or Levita Dance, all located close to Edward Jones.
Does Edward Jones offer any mobile apps for easier access to financial services?
Yes, Edward Jones has an iOS app available at https://apps.apple.com/us/app/edward-jones-iphone-app/id457043098 that clients can use for financial management.