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: Rodney Lamb
275 Seymour Street, Kamloops, BC
V2C2E7, Canada
Frequently Asked Questions About Edward Jones - Financial Advisor: Rodney Lamb
What types of financial services does Edward Jones - Financial Advisor: Rodney Lamb offer?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, investment management, and financial advisory services tailored to individual client needs.
How can I contact Rodney Lamb at Edward Jones?
You can contact Rodney Lamb by phone at +1 250-851-2052 or by email at rodney.lamb@edwardjones.com.
Where is Edward Jones - Financial Advisor: Rodney Lamb located?
Edward Jones is located at 275 Seymour Street, Unit 5, Kamloops, BC, V2C2E7, Canada.
What languages are supported by Edward Jones - Financial Advisor: Rodney Lamb?
The financial advisor services are offered in English.
Is Edward Jones - Financial Advisor: Rodney Lamb currently open for business?
Yes, the office is currently open and not closed.
How can I schedule a consultation with Rodney Lamb at Edward Jones?
You can schedule a consultation online via their reservation page at https://www.edwardjones.ca/ca-en/financial-advisor/rodney-lamb/contact/.
Are there useful tools available online to help with retirement planning?
Yes, Edward Jones offers a Retirement Savings Calculator to help you assess your readiness for retirement. You can try it here: https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
What are some nearby places that can help me with related services such as insurance or tax preparation?
Nearby you can find Central Agencies Ltd. - Michael Carroll for insurance services and H&R Block for tax services, which can complement your financial planning needs.
Are there any nearby educational resources I can visit before or after my appointment?
Yes, Sylvan Learning of Kamloops is nearby, offering test preparation and tutoring services that could be useful for education savings and planning.
Can I find nearby parking or places to grab a coffee when visiting Edward Jones at 275 Seymour Street?
Kamloops Square is close to Edward Jones, providing parking facilities and a café where you can relax before or after your meeting.