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: Jared D Kubbernus
3048 Skaha Lake Road, Penticton, BC
V2A7H2, Canada
Frequently Asked Questions About Edward Jones - Financial Advisor: Jared D Kubbernus
What types of financial services does Edward Jones - Financial Advisor: Jared D Kubbernus provide?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client goals through face-to-face consultations.
How can I schedule an appointment with Jared D Kubbernus at Edward Jones?
You can schedule an appointment by visiting the reservation page at https://www.edwardjones.ca/ca-en/financial-advisor/jared-kubbernus/contact/ for booking or by calling +12504923370.
What are the business hours for Edward Jones - Financial Advisor: Jared D Kubbernus?
The office is open regularly with additional hours by appointment only on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Jared D Kubbernus located?
The office is located at 3048 Skaha Lake Road, Penticton, BC, V2A7H2, Canada.
How can I contact Jared D Kubbernus via email?
You can reach Jared D Kubbernus by email at jared.kubbernus@edwardjones.com.
Is there an app available to manage my Edward Jones investments on iPhone?
Yes, the Edward Jones iPhone app is available for download at https://apps.apple.com/us/app/edward-jones-iphone-app/id457043098?mt=11818 to help manage your investments.
What languages are supported by Jared D Kubbernus at Edward Jones?
Services are provided in English.
What are some nearby places a client might visit before or after their appointment at Edward Jones?
Clients can visit nearby places such as Starbucks for coffee, Kettle Valley Ranch to Table for groceries, or Skaha Pharmacy for health needs before or after their consultations.
Are there convenient services near Edward Jones for personal care and errands?
Yes, nearby services include Skaha Laundry Services for cleaning, Skaha Barbers for grooming, and Vn Organic Spa & Nails for spa and nail care.
What nearby financial or insurance services are close to Edward Jones - Financial Advisor: Jared D Kubbernus?
Nearby financial-related services include Neil MacDonald- Advisor at Sun Life for insurance and other Edward Jones locations for additional financial advising.