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: Kerry Simpson
420 Victoria Street, Nelson, BC
V1L4K5, Canada
Reviews
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- SSSuzanne StoryAug 26, 20255.0Our financial advisor, Kerry Simpson Is like a really, really smart friend that we trust with our money. We recommend him without reservation. Thanks Kerry!
- RSRen Fen ShenMay 26, 20225.0Kerry is a stellar human. It is always a pleasure talking to him. Kerry was given me a very basic understanding of financial dealings in a completely personable manner.... simple ways to take the "mystery" out of it and therefore be freer.
- CCcoolersOct 29, 20195.0Highly recommend. Met me where I was at and helped me get to the next level. Kerry has a very diverse understanding.
- RRriotambopataMar 8, 20185.0I don't understand financial markets, I need to trust someone who does. That person is Kerry. I can't make a greater recommendation than trusting someone with my money.
- GGGeoffNov 24, 20165.0Kerry is a great advisor. Knowledgeable, not pushy and very friendly. Would recommend.
Frequently Asked Questions About Edward Jones - Financial Advisor: Kerry Simpson
What services does Edward Jones - Financial Advisor: Kerry Simpson 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: Kerry Simpson located?
The office is located at 420 Victoria Street, Nelson, BC, Canada, postal code V1L4K5.
How can I contact Kerry Simpson at Edward Jones for financial advice?
You can reach Kerry Simpson by phone at +1 250-352-0330 or email at kerry.simpson@edwardjones.com.
Is Edward Jones - Financial Advisor: Kerry Simpson currently open?
Yes, the financial advisor's office is currently open and accepting clients.
Does Edward Jones offer any online tools to help plan for retirement?
Yes, Edward Jones provides a Retirement Savings Calculator accessible online to help you prepare for your future.
In what language are the services at Edward Jones - Financial Advisor: Kerry Simpson provided?
Services are provided in English.
How can I schedule a consultation with Kerry Simpson at Edward Jones?
You can schedule a consultation through their contact page at https://www.edwardjones.ca/ca-en/financial-advisor/kerry-simpson/contact/.
What are some nearby places to Edward Jones where I can grab a coffee or meal?
Nearby, you can visit Oso Negro Cafe for coffee and light meals, Busaba Thai Cafe for Thai cuisine, or Sprout Plant Based Eatery for vegetarian options.
Are there any nearby places of interest for entertainment close to Edward Jones in Nelson?
Yes, the Capitol Theatre and Queen City Burlesque Expo are nearby venues offering movies and live performances.
Is there any convenient accommodation near Edward Jones for out-of-town clients?
Yes, Cloudside Hotel and Cloudside Inn are nearby bed and breakfast accommodations suitable for visitors.