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: Debora Trevisan, CFP®|CEA®
3975 Lakeshore Rd, Kelowna, BC
V1W1V3, Canada
Frequently Asked Questions About Edward Jones - Financial Advisor: Debora Trevisan, CFP®|CEA®
What types of financial services does Edward Jones - Financial Advisor: Debora Trevisan 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.
How can I contact Debora Trevisan for financial advising?
You can contact Debora Trevisan by phone at +1 236 239 2024 or +1 250 764 7088, or via email at debora.trevisan@edwardjones.com. Appointments can also be booked through the online contact form.
Where is Edward Jones - Financial Advisor: Debora Trevisan located?
The office is located at 3975 Lakeshore Rd, Suite 204, Kelowna, BC, V1W1V3, Canada.
What languages are spoken at Edward Jones - Financial Advisor: Debora Trevisan?
Services are provided in English.
Is there an app available for Edward Jones clients to manage their investments?
Yes, Edward Jones has an iPhone app available for download from the App Store.
How can I use the retirement calculator offered by Edward Jones?
You can try the Retirement Calculator online at Edward Jones' website to see if you are retirement ready.
What are some nearby banks to Edward Jones - Financial Advisor: Debora Trevisan?
Nearby banks include BMO Bank of Montreal and a Scotiabank ATM, which can be convenient for accessing your banking needs before or after your advisory appointments.
Are there nearby places where I can grab a coffee or a meal around Edward Jones office?
Yes, Starbucks Canada and Chan fortune restaurant are nearby, perfect for enjoying a coffee or meal before or after your financial consultation.
What health-related services are nearby Edward Jones' office?
Close to Edward Jones, you can find Mission Creek Orthodontics, Discover Dental, Pharmasave Lakeshore Road pharmacy, and Halstrom Sleep Apnea & Snoring Clinics for various health services.
Can I find beauty and wellness services near Edward Jones - Financial Advisor: Debora Trevisan?
Yes, several beauty salons and spas like SoElla Skin, Kenali an AVEDA Concept Salon, Total E-Clips Salon & Day Spa, and Slate Salon and Spa are located nearby for your grooming and wellness needs.