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: Theresa Coates-Pouliot
1626 Richter Street, Kelowna, BC
V1Y2M3, Canada
Hours
Reviews
5.0
5 reviews
5 stars
5
4 stars0
3 stars0
2 stars0
1 star0
- RRRyanalfredjamesevansOct 13, 20235.0Kind, intelligent, and absolutely the best financial advisor you could have.
- KSKalista SchmidtJun 27, 20235.0I randomly found and reached out to Theresa, and I am so glad I did. She has taught me so much about investing, and does so without making it seem like a stupid question, or explaining it with technical jargon. She speaks really clearly and concisely. I also love that she creates a plan for each individual that works for them and what they want. Theresa is also very friendly and personable and makes time to get to know you and what you are up to in life. So happy I made the switch to her
- JDJust DriveJan 25, 20235.0Thank you so much to Theresa Coates for all your hard work looking after us!! Always such a pleasure dealing and talking with you. We have, and will continue, to recommend you to anyone we know that’s in need of a financial advisor.
- HZHatem ZubaidiDec 5, 20205.0A very reliable and trustworthy advisor. Theresa is knowledgeable and has the best interest for the client.
Frequently Asked Questions About Edward Jones - Financial Advisor: Theresa Coates-Pouliot
What services does Edward Jones - Financial Advisor: Theresa Coates-Pouliot offer?
The advisor provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, as well as stocks, bonds, and investment management.
Where is Edward Jones - Financial Advisor: Theresa Coates-Pouliot located?
The office is located at 1626 Richter Street, Unit 106, Kelowna, BC, V1Y2M3, Canada.
What are the business hours for Edward Jones - Financial Advisor: Theresa Coates-Pouliot?
The office is open Monday to Thursday from 8:30 AM to 4:30 PM, Friday from 8:30 AM to 1:00 PM, and is closed on Saturdays and Sundays. Saturdays are available by appointment only.
How can I contact Edward Jones - Financial Advisor: Theresa Coates-Pouliot?
You can contact Theresa Coates-Pouliot by phone at +1 250-861-4971 or via email at theresa.coates-pouliot@edwardjones.com.
Is it possible to book an appointment online with Theresa Coates-Pouliot?
Yes, appointments can be booked online via the provided reservation URL on the Edward Jones website.
What languages are spoken at Edward Jones - Financial Advisor: Theresa Coates-Pouliot?
Services are offered in English.
What are some nearby financial services close to Edward Jones - Financial Advisor: Theresa Coates-Pouliot?
Nearby financial services include Edward Jones - Financial Advisor: Nitish Bhardwaj and Misfeldt Accounting, which could be complementary or alternative options for local financial advice.
What nearby health and wellness services can I visit around Edward Jones' office?
Nearby you can find DermMedica, Agape Natural Wellness Centre, Complete Medical Esthetics, Áme Beauty Kelowna, La Bella Spa, and NuDepth Therapeutic Massage, ideal for relaxation and wellness before or after a financial appointment.
Are there any community centers or social organizations near Edward Jones in Kelowna?
Yes, KCR Community Resources and Central Okanagan Elizabeth Fry Society are nearby community service organizations you might be interested in.
What are some nearby business services close to Edward Jones - Financial Advisor: Theresa Coates-Pouliot?
Nearby business services include Callahan Property Group Ltd, Williams Engineering Canada, LIME Architecture Inc., Visland Media, Streamline Your Business, and MyOutcomes.