Edward Jones - Financial Advisor: Carman K Holmes, CFP®|CLU®|Ch.F.C.®
5.04 reviews
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: Carman K Holmes, CFP®|CLU®|Ch.F.C.®
11161-84th Avenue, Delta, BC
V4C2K4, Canada
Hours
Reviews
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- GCGreg CarrSep 12, 20245.0Used him for 7 years and a relative has for 20 he told me about a govt program that had nothing to do with the stock market that changed my life for the better and gave me a lump sum $14k payment. The head office once a year contacts me to double check on him. Office staff are good only complaint is parking lot is very small but there is a parking lot for a mall across the st.
- JKJoash krishnaJul 14, 20235.0Carman deserves nothing less than a 5 Star. He also as an awesome team at the North Delta Office.
- CSCathy SteneMar 10, 20225.0Very helpful and understanding would definitely use them again
- GMGreg MattsonSep 5, 20135.0Carman's been doing my financial planning and RRSP's ever since he located his office in North Delta BC. What I like best about him is that he takes the time to explain things well, especially which investments are riskier than others, and which stocks, bonds and mutual funds are the safest for growth, etc. It's helped me make money decisions I'm comfortable with, and I've had some very good and steady growth in my portfolio as a result. I really trust his advice. You can contact him easily (almost impossible to do with my old financial advisor in Vancouver), parking is plenty and free, and the staff are always friendly and smile every time I arrive. One time they even took me and my wife for lunch across the street!
Frequently Asked Questions About Edward Jones - Financial Advisor: Carman K Holmes, CFP®|CLU®|Ch.F.C.®
What are the primary services offered by Edward Jones - Financial Advisor: Carman K Holmes?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the business hours for Edward Jones - Financial Advisor: Carman K Holmes?
The office is open Monday and Friday from 8:00 AM to 5:00 PM, and Tuesday to Thursday from 8:00 AM to 4:00 PM. It is closed on weekends.
How can I schedule an appointment with Carman K Holmes?
You can book a consultation by visiting their reservation page at https://www.edwardjones.ca/ca-en/financial-advisor/carman-holmes/contact/.
Where is Edward Jones - Financial Advisor: Carman K Holmes located?
Their office is located at 11161-84th Avenue, Unit #11, Delta, BC, V4C2K4, Canada.
How can I contact Edward Jones - Financial Advisor: Carman K Holmes by phone or email?
You can call them at +1 604-596-8481 or email carman.holmes@edwardjones.com.
Is there a mobile app available for Edward Jones clients?
Yes, Edward Jones offers an iPhone app available at https://apps.apple.com/us/app/edward-jones-iphone-app/id457043098?mt=11818.
What are some nearby dining options close to the Edward Jones office?
Nearby restaurants include Apollo Pizza for pizza and chicken, Manchu & Masala offering Chinese and Asian fusion cuisine, Todai Sushi for Japanese food, and Little Caesars Pizza for fast food options.
Are there any nearby coffee shops where I can relax before or after my meeting?
Yes, several coffee shops nearby are Esquires Coffee House, Cravings Coffee, and 7-Eleven Canada which also serves coffee.
What banking facilities are close to Edward Jones - Financial Advisor: Carman K Holmes?
You can find a Scotiabank ATM and RBC Royal Bank close to the office for your banking needs.
Can I visit a hair salon near the Edward Jones office for grooming needs?
Yes, nearby hair and beauty salons include ALBERO'S Unisex Hair Design, Alberto's Unisex Hair Design, Cut Stop, Mega Hair Group Ltd, and Nordel Barber Shop.