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: Spencer Watson
546 St Paul Street, Kamloops, BC
V2C5T1, Canada
Reviews
5.0
8 reviews
5 stars
8
4 stars0
3 stars0
2 stars0
1 star0
- HSH SFeb 20, 20255.0Provides sage advice and novel strategies. Works with you on your approach to risk and investment. Solid value.
- CBC BJul 11, 20235.0Very good at explaining what you are investing in and why. More than willing to go over what you want or what he recommends so you understand. Highly recommend.
- KEKalli EbertFeb 25, 20205.0Spencer and Susan are very knowledgeable while down to earth. Spencer truly takes the pressure off of investing, we always enjoy our meetings with him. I would reccomend any of my friends and family to see him for investment advice!
- TOTammy OsborneMay 13, 20195.0Very personable!
- KBKen BaitzJul 4, 20175.0Spencer has been looking after my investments for over four years. He is straight forward, honest and truly great at what he does. It's a pleasure to have someone I trust looking after my retirement dollars
Frequently Asked Questions About Edward Jones - Financial Advisor: Spencer Watson
What personalized financial services does Edward Jones - Financial Advisor: Spencer Watson offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Spencer Watson located?
The office is located at 546 St Paul Street, Unit 180, Kamloops, BC, V2C5T1, Canada.
How can I contact Spencer Watson at Edward Jones for investment advice?
You can contact Spencer Watson via phone at +1 250-314-6628 or email at spencer.watson@edwardjones.com.
Does Edward Jones - Financial Advisor: Spencer Watson provide face-to-face consultations?
Yes, Edward Jones offers tailored advice through face-to-face consultations to help clients with their financial goals.
Where can I book an appointment or contact Edward Jones - Financial Advisor: Spencer Watson online?
Appointments and contacts can be made via their contact page at https://www.edwardjones.ca/ca-en/financial-advisor/spencer-watson/contact/.
Which financial products and services are provided by Edward Jones - Financial Advisor: Spencer Watson?
Their services include stocks & bonds, investment management, funds investment, and acting as a stock & bond broker.
What languages are spoken at Edward Jones - Financial Advisor: Spencer Watson?
They provide services in English.
What popular nearby services or businesses are close to Edward Jones - Financial Advisor: Spencer Watson?
Nearby places include LifeLabs Medical Laboratory Services, Future Focus Counselling and Consulting, and Uwila Wellness, offering health-related services close to the office.
How can visiting nearby LifeLabs Medical Laboratory Services help me in my visit to Edward Jones?
You can conveniently combine your financial planning visit with medical lab testing at LifeLabs, located nearby, saving time in managing both health and financial tasks.
What mental health resources are available near Edward Jones - Financial Advisor: Spencer Watson?
Clients can access mental health support from nearby Future Focus Counselling and Consulting, Sage Hills Counselling, and Lighthouse Therapy, which may complement financial planning by addressing wellbeing.