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.
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Edward Jones - Financial Advisor: Matthew Carter, CFP®
Matt and his team have are amazing to work with. They are always looking out for your best interests and are very knowlegable. Matt has helped put together a forward thinking plan that considers not just returns but the tax implications of said investments. Thanks for your help!
Frequently Asked Questions About Edward Jones - Financial Advisor: Matthew Carter, CFP®
What personalized investment services does Edward Jones - Financial Advisor: Matthew Carter, CFP® offer?
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: Matthew Carter located?
Edward Jones is located at 1 Tache Street, Suite 500, St Albert, AB, T8N2S3, Canada.
What languages are spoken at Edward Jones - Financial Advisor: Matthew Carter's office?
The primary language spoken at Edward Jones - Financial Advisor: Matthew Carter's office is English.
How can I contact Edward Jones - Financial Advisor: Matthew Carter?
You can contact Edward Jones by phone at +1 780-472-1688 or +1 780-544-8294, or via email at matthew.carter@edwardjones.com.
Does Edward Jones - Financial Advisor: Matthew Carter offer online appointment booking?
Yes, you can make an appointment online via their reservation page at https://www.edwardjones.ca/ca-en/financial-advisor/matthew-carter/contact/.
What financial products and services does Edward Jones provide?
Edward Jones provides services including financial advising, investment management, stocks and bonds brokerage, funds investment, and financial planning.
What competitors are comparable to Edward Jones - Financial Advisor: Matthew Carter?
Comparable competitors include Merrill Lynch, Wells Fargo Advisors, Morgan Stanley, LPL, and Raymond James.
Which nearby financial advisory services can I find around Edward Jones?
Nearby financial advisory services include MacDonald and Associates, IG Private Wealth Management, and Sunshine Pawchuk - IG Wealth Management, offering additional options for investing and financial advising.
What nearby health and medical services are close to Edward Jones?
Nearby health and medical services include Summit Counselling Services - St Albert, Emerge Psychology Inc., Family Dental, and Regenesis Medical Services, which could be relevant for clients seeking wellness support before or after financial consultations.
Are there local cafes or attractions near Edward Jones where I can visit?
Nearby cafes and attractions include Carmela’s Whisk Bakeshop + Coffeehouse, Whisk Bakeshop & Coffeehouse- St. Albert, and the Grandin Theater, which might be great spots to relax and unwind around your visit.