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: Danny JD Der, CFP®
2121 Ethel Street, Kelowna, BC
V1Y2Z6, Canada
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Danny JD Der, CFP®
What services does Edward Jones - Financial Advisor: Danny JD Der, CFP® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, with tailored advice through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Danny JD Der, CFP® located?
It is located at 2121 Ethel Street, Unit 101, Kelowna, BC, V1Y2Z6, Canada.
What are the office hours for Edward Jones - Financial Advisor: Danny JD Der, CFP®?
The office is open Monday to Friday from 8:00 AM to 4:00 PM and closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Danny JD Der, CFP®?
You can reach them via phone at +1 236-358-0616 or alternatively at +1 250-861-5150, and by email at danny.der@edwardjones.com.
Does Edward Jones offer online resources or tools for financial planning?
Yes, they feature a retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help clients prepare for their financial future.
Can I schedule a consultation with Danny JD Der online?
Yes, you can schedule a consultation through their contact page at https://www.edwardjones.ca/ca-en/financial-advisor/danny-der/contact/.
What languages are supported at Edward Jones - Financial Advisor: Danny JD Der, CFP®?
They offer services in English.
Which competitors operate in the same financial advisory space as Edward Jones - Financial Advisor: Danny JD Der, CFP®?
Competitors include Merrill Lynch, Wells Fargo Advisors, Morgan Stanley, LPL, and Raymond James.
Are there any nearby places of interest around Edward Jones - Financial Advisor: Danny JD Der?
Nearby places include Aesthetics By Elizabeth for beauty services, Pheasant & Quail Pub for dining, and Millbridge Park for outdoor activities, which customers might visit before or after their appointment.
How can the nearby Millbridge Park benefit visitors to Edward Jones - Financial Advisor: Danny JD Der?
Millbridge Park offers a relaxing outdoor space where clients can unwind before or after financial consultations.
Is there convenient parking or transit near Edward Jones - Financial Advisor: Danny JD Der?
Nearby is Impark, providing parking options, facilitating easy access for clients visiting the financial advisor.