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: Patrick Danis, CFP®
Frequently Asked Questions About Edward Jones - Financial Advisor: Patrick Danis, CFP®
What financial services does Edward Jones - Financial Advisor: Patrick Danis provide?
They offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, investment management, and financial advice tailored to individual goals.
Where is Edward Jones - Financial Advisor: Patrick Danis located?
Their office is located at 4809 47th Avenue, Unit #105, Rocky Mountain House, AB, T4T1C8, Canada.
What are the office hours for Edward Jones - Financial Advisor: Patrick Danis?
They are open Monday through Thursday from 8:30 AM to 4:30 PM, and Friday from 8:30 AM to 12:00 PM. They are closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Patrick Danis?
You can contact them by phone at +1 403-845-7123 or by email at patrick.danis@edwardjones.com.
Is it possible to schedule a consultation online with Patrick Danis?
Yes, you can schedule a consultation via their reservation page: https://www.edwardjones.ca/ca-en/financial-advisor/patrick-danis/contact/.
What languages are spoken by the financial advisors at this Edward Jones location?
The services are provided in English.
Are there any local health and wellness services near Edward Jones - Financial Advisor: Patrick Danis?
Yes, nearby you can find services such as Respiratory Homecare Solutions (sleep specialist), Bella Body Works (massage therapy spa), Nancy Selinger RMT (massage therapy), and Rocky Mountain Physiotherapy and Wellness.
What childcare options are available near the Edward Jones office?
Kidz in the Rockies, a daycare and preschool service, is located near the Edward Jones office for families in need of childcare.
Which local government and postal services are close to the Edward Jones office?
The Town of Rocky Mountain House government services and Canada Post office are nearby, convenient for handling civic and mailing needs before or after visiting the financial advisor.
What online resources does Edward Jones provide to help clients prepare for retirement?
They offer an online Retirement Savings Calculator to help clients assess their readiness for retirement, available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.