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: Timothy Kim, CFP®
1708 Dolphin Avenue, Kelowna, BC
V1Y9S4, Canada
Frequently Asked Questions About Edward Jones - Financial Advisor: Timothy Kim, CFP®
What personalized investment services does Edward Jones - Financial Advisor: Timothy Kim, CFP® offer?
They offer retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Timothy Kim, CFP® located?
The office is located at 1708 Dolphin Avenue, Suite 810, Kelowna, BC, V1Y9S4, Canada.
What are the office hours and availability for Edward Jones - Financial Advisor: Timothy Kim, CFP®?
The office is open by appointment only on Saturdays, with regular hours available otherwise.
How can I contact Timothy Kim, the financial advisor at Edward Jones?
You can contact him by phone at +1 250-979-7287 or email at timothy.kim@edwardjones.com.
Does Edward Jones - Financial Advisor: Timothy Kim have an online presence?
Yes, they have a website, a LinkedIn profile, a Facebook page, and an iOS app for client convenience.
Can I make an appointment with Timothy Kim online?
Yes, appointments can be booked online through their contact page at https://www.edwardjones.ca/ca-en/financial-advisor/timothy-kim/contact/.
What types of financial products and services are offered?
They offer services related to stocks & bonds, investment management, mutual funds, and personalized financial advising.
Which nearby financial advising firms are located around Edward Jones - Financial Advisor: Timothy Kim?
Nearby firms include Springleaf Financial Group Inc, CIBC Wood Gundy, Latitude Financial Services, ClearPath Wealth Management, World Financial Group, and Gronsdahl Wealth Management.
Are there legal service providers near Edward Jones - Financial Advisor: Timothy Kim?
Yes, legal services nearby include Thomas Butler LLP, Andrew Susan Guy, and Robert O. Levin Law Office.
What other nearby services might be useful when visiting Edward Jones in Kelowna?
Nearby services include Landmark Clothiers for clothing needs, Falko Kriel Acupuncture and Chinese Medicine for wellness, and Fueling With Food INC for nutrition and dining.