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: Lisa Zhang
10430-61 Avenue 307, Edmonton, AB
T6H2J3, Canada
Reviews
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- LLLily LiMay 20, 20255.0Very customer oriented and tailors the investment strategy to your specific needs and situation. Gave lots of solid advice on budget planning, invest ment recommendations (wonderful ETF portfolios) and retirement planning with tax strategies.
- WWWilsonDec 21, 20245.0Lisa is seriously fantastic – 5 stars all the way! As a young professional She’s not your typical financial advisor who just rattles off investment numbers and sends you on your way. Lisa actually listens. She’s helped me figure out everything from saving for a down payment to starting to think about retirement. What I really appreciate is that she’s in it for the long haul. It's not just about a one-time meeting; She explains complicated stuff in a way that actually makes sense, and she’s always happy to answer my questions. Thanks to Lisa, I finally feel like I’m in control of my finances and actually have a plan for the future. If you’re a young professional feeling overwhelmed by money stuff, I can’t recommend Lisa enough. She’s a lifesaver!
- VWVane WNov 20, 20245.0Lisa始终把客户的需求放在第一位，用简单易懂的语言为我解释了投资策略和产品，让我对投资理财有了新的认识。Thank you for your exceptional support and for always helping me make informed and confident investment decisions!
- KHKathleen HNov 19, 20245.0需要量身定制的理财方案或者规划财务未来就找Lisa吧! 服务态度非常好，很用心，过程透明无压力!会讲流利的普通话和粤语 👍 强烈推荐给需要财务规划和投资建议的朋友们！
- ALAnnie LNov 16, 20245.0Great experience overall! Lisa is very professional and personable. Would highly recommend her to anyone looking for help with investing/planning!
Frequently Asked Questions About Edward Jones - Financial Advisor: Lisa Zhang
What services does Edward Jones - Financial Advisor: Lisa Zhang offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
How can I contact Lisa Zhang at Edward Jones for investment advice?
You can reach Lisa Zhang by phone at +1 780-436-4811 or email at lisa.zhang@edwardjones.com. Additionally, appointments can be made via their online contact page.
Where is Edward Jones - Financial Advisor: Lisa Zhang located?
The office is located at 10430-61 Avenue 307, Edmonton, AB, T6H2J3, Canada.
Does Edward Jones offer financial advice in languages other than English?
Edward Jones - Financial Advisor: Lisa Zhang offers services in English.
Can I use any online tools to help with retirement planning from Edward Jones?
Yes, Edward Jones provides a Retirement Calculator tool available through their website to help you assess your readiness for retirement.
What investment products does Edward Jones provide?
Edward Jones offers services in Financial Advising, Investment Management, Funds Investment, and Stock & Bond Brokering.
What nearby healthcare services are close to Edward Jones' office?
Nearby healthcare facilities include Square Peg Psychology for counseling, King LASIK eye care clinic, Balsam Pharmacy, Canabo Medical Clinic, Allendale Medical Clinic, and Connect Hearing for audiology services.
Are there nearby fitness or recreational facilities near Edward Jones - Financial Advisor: Lisa Zhang?
Yes, Anytime Fitness gym is close by, offering sports and fitness instruction for those interested in physical activity before or after their financial consultations.
Where can I find dining options near Edward Jones in Edmonton?
Nearby dining options include The Grill House and Bar, The Cave Paleo Beastro, and Oceania Grill, which offer varied cuisines such as barbecue, paleo-friendly meals, and seafood.
Can other local services near Edward Jones assist clients with legal or financial needs?
Yes, Baker Tilly provides accounting and financial services, and Smith Thompson Law LLP offers personal injury and employment law assistance near Edward Jones' location.