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: Scott Allan, CFP®
340 Midpark Way SE, Calgary, AB
T2X1P1, Canada
Hours
Reviews
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- FBFrancis BernardMay 18, 20175.0Scott is very knowledgeable and very flexible. He keeps a close eye on your investment portfolio and lets you know when changes are required. He also volunteers in different Braeside community activities which is a great thing to see.
Frequently Asked Questions About Edward Jones - Financial Advisor: Scott Allan, CFP®
What services does Edward Jones - Financial Advisor: Scott Allan provide?
Scott Allan offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, with tailored advice through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Scott Allan located?
The office is located at 340 Midpark Way SE, Suite 205, Calgary, AB, T2X1P1, Canada.
What are the business hours for Edward Jones - Financial Advisor: Scott Allan?
The office is open Monday through Friday from 9:00 AM to 4:00 PM and is closed on weekends.
How can I contact Scott Allan at Edward Jones?
You can reach Scott Allan by phone at +1 403-238-7375 or by email at scott.allan@edwardjones.com.
Is there an online way to schedule an appointment with Scott Allan?
Yes, appointments can be scheduled online via the contact page at https://www.edwardjones.ca/ca-en/financial-advisor/scott-allan/contact/.
Does Edward Jones - Financial Advisor: Scott Allan offer retirement planning tools?
Yes, they feature a retirement savings calculator available online to help clients prepare for their future.
Which languages are supported at the Edward Jones office of Scott Allan?
Services are provided in English at this location.
What nearby services could complement a visit to Edward Jones - Financial Advisor: Scott Allan?
Nearby services such as Heather Kohlen Chartered Professional Accountant and Paragon BI offer complementary financial advisory and accounting services that can assist with your financial planning.
Are there any nearby legal or immigration services close to Edward Jones?
Yes, Mint Legal and Foothills Immigration Inc are nearby, offering legal and immigration services that you might consider in coordination with your financial planning needs.
What local points of interest are near Edward Jones for a client visiting the area?
Clients can visit nearby places such as Fish Creek Executive Centre for event planning or the Shaw Rocket Fund for community services and arts, providing useful stops before or after your appointment.