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.
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Edward Jones - Financial Advisor: Amanda Y Li, CFP®
Frequently Asked Questions About Edward Jones - Financial Advisor: Amanda Y Li, CFP®
What services does Edward Jones - Financial Advisor: Amanda Y Li, CFP® provide?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored through face-to-face consultations.
What are the regular business hours for Edward Jones - Financial Advisor: Amanda Y Li, CFP®?
The office is open Monday to Friday from 8:30 AM to 6:30 PM, and is closed on weekends except by appointment on Saturdays.
Where is Edward Jones - Financial Advisor: Amanda Y Li, CFP® located?
They are located at 3671 Chatham Street, Unit# 120, Richmond, BC, V7E2Z1, Canada.
How can I schedule an appointment with Amanda Y Li at Edward Jones?
You can schedule an appointment through their contact page at https://www.edwardjones.ca/ca-en/financial-advisor/amanda-li/contact/ or by calling their main phone number.
What languages are spoken at Edward Jones - Financial Advisor: Amanda Y Li, CFP®?
Services are provided in English.
How does Edward Jones ensure my data privacy?
Edward Jones protects client information as detailed on their Privacy and Security page at https://www.edwardjones.ca/ca-en/privacy.
Is there public transportation near Edward Jones - Financial Advisor: Amanda Y Li, CFP®?
Yes, Bus Stop 56517 servicing routes 407 and 410 is nearby, making it convenient for customers to visit the office.
What are some nearby wellness options I can visit before or after my appointment at Edward Jones?
You can visit nearby places such as Steveston Massage Therapy & Health Centre, Turning Point Wellness spa, or the La Bella beauty and spa for relaxation.
Are there any financial or tax-related services near Edward Jones - Financial Advisor: Amanda Y Li, CFP®?
Yes, Rubinstein Financial Management and Robel Income Tax Service are located nearby to assist with financial advising and tax services.
Can I follow or contact Edward Jones - Financial Advisor: Amanda Y Li, CFP® on social media?
Yes, you can follow them on Facebook at https://www.facebook.com/109673880924165 and on Twitter with the handle EdwardJones.