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: Debbie Clark, QAFP®|CEPA®
1636 Main Street, Penticton, BC
V2A5G8, Canada
Hours
Reviews
5.0
2 reviews
5 stars
2
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1 star0
- KKKaren090807Sep 17, 20255.0Debbie has been my advisor for a few years now. She is so knowledgable. I am a person with little investment knowledge and little time in my busy life. I wanted to grow my investments for retirement. Every recommendation she makes is excellent. She also takes the time to discuss on the phone or in person, and make a personal plan for me. I feel that she really cares and is helping to set me up for financial success. She is someone I can trust.
- SOSales OkanaganFeb 17, 20205.0I have had the pleasure of working with Debbie Legary. She has helped educate us on simple financial changes to get to our goals. Look forward to working with her to get to where we want to be at.
Frequently Asked Questions About Edward Jones - Financial Advisor: Debbie Clark, QAFP®|CEPA®
What services does Edward Jones - Financial Advisor: Debbie Clark offer?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies.
What are the regular business hours for Edward Jones - Financial Advisor: Debbie Clark?
The office is open Monday to Thursday from 8:30 AM to 4:30 PM, and on Friday from 8:30 AM to 3:00 PM. It is closed on Saturdays and Sundays.
Can I schedule an appointment on Saturdays?
Yes, appointments can be made by appointment only on Saturdays.
How can I contact Edward Jones - Financial Advisor: Debbie Clark?
You can reach them by phone at +1 236-239-2878 or by email at debbie.clark@edwardjones.com.
Where is Edward Jones - Financial Advisor: Debbie Clark located?
The office is located at 1636 Main Street, Unit 130, Penticton, BC, V2A5G8, Canada.
How can I book a consultation with Debbie Clark?
You can book a consultation online through their contact page at https://www.edwardjones.ca/ca-en/financial-advisor/debbie-clark/contact/
What languages are spoken at Edward Jones - Financial Advisor: Debbie Clark?
English is the primary language spoken at the office.
What nearby dining options are available near Edward Jones in Penticton?
Nearby dining options include Subway, Mucho Burrito Fresh Mexican Grill, Pizza Pizza, Starbucks Canada, Papa John's Pizza, White Spot Penticton, and Burger King Canada, which provide a variety of fast food and casual dining choices before or after your appointment.
Are there any accommodation options near Edward Jones in Penticton?
Yes, you can find accommodations nearby such as the 5000 Motel and Redwing Resorts Ltd, convenient if you're visiting from out of town and need a place to stay.
What automotive services or dealerships are near Edward Jones - Financial Advisor in Penticton?
Nearby automotive services include Penticton Honda Centre, Ram Trucks Canada, Singer Automotive for repairs, and Fairview Automotive VW Audi Exclusive for repairs and oil changes.