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.
Frequently Asked Questions About Edward Jones - Financial Advisor: Shayn Moritz
What services does Edward Jones - Financial Advisor: Shayn Moritz offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the office hours for Edward Jones - Financial Advisor: Shayn Moritz?
The office is open Monday to Friday from 8:00 AM to 5:00 PM and is closed on weekends.
How can I contact Shayn Moritz at Edward Jones?
You can call at +1 250-767-3358 or email shayn.moritz@edwardjones.com for consultations or inquiries.
Where is Edward Jones - Financial Advisor: Shayn Moritz located?
Their office is located at 5860 B Beach Avenue, Peachland, BC, V0H1X7, Canada.
How can I schedule a consultation with Edward Jones - Financial Advisor: Shayn Moritz?
You can book a consultation through their contact page at https://www.edwardjones.ca/ca-en/financial-advisor/shayn-moritz/contact/.
Does Edward Jones - Financial Advisor: Shayn Moritz provide advice in multiple languages?
They provide services in English.
What nearby dining options are available for visitors to Edward Jones in Peachland?
Guests can enjoy seafood at Ships-A-Hoy Fish & Chips or relax at JAC's On The Beach, a local pub and restaurant.
What community amenities are close to Edward Jones - Financial Advisor: Shayn Moritz?
Nearby amenities include Peachland Hub community center and Heritage Park, which are great spots to visit before or after financial consultations.
Are there any shopping options near Edward Jones in Peachland?
Yes, Sunnyside Market supermarket and On Beach Boutique & Gifts offer grocery and retail shopping close by.
Is there a local ATM near Edward Jones - Financial Advisor: Shayn Moritz for convenient cash access?
Yes, the HoneyBadger Bitcoin ATM is located at Pharmasave Peachland nearby for easy access to cash and cryptocurrency services.