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: Steven Liu, CFP®
8171 Cook Rd, Richmond, BC
V6Y3T8, Canada
Reviews
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- VWVanessa WongAug 2, 20225.0Recommended by a friend. Steven is professional and super helpful. Truly exceeded expectations. Highly recommended!!
- MWMary WangAug 12, 20205.0Didn’t realize how bad my previous financial advisor was until covid. Lost quite a bit of my investments and when I asked questions about it he was annoyed and asked me to look at a PowerPoint. Ever since I switched over to Steven I gained up most of what I lost in just three months. Excellent customer service. Really cares for clients and their money. Highly recommended.
Frequently Asked Questions About Edward Jones - Financial Advisor: Steven Liu, CFP®
What personalized investment services does Edward Jones - Financial Advisor: Steven Liu offer?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
How can I schedule a consultation with Steven Liu at Edward Jones?
You can schedule a consultation with Steven Liu through the contact page at https://www.edwardjones.ca/ca-en/financial-advisor/steven-liu/contact/.
Where is Edward Jones - Financial Advisor: Steven Liu located?
The office is located at 8171 Cook Rd, Suite 220, Richmond, BC, V6Y3T8, Canada.
What languages are spoken by the financial advisor Steven Liu?
Steven Liu provides services in English.
What kinds of financial products and services can I expect from this Edward Jones office?
Services include financial advising, investment management, stock and bond brokerage, mutual funds, and tailored financial planning.
How can I contact Steven Liu directly?
You can contact Steven Liu by phone at +1 604-231-1999 or email at steven.liu@edwardjones.com.
What nearby dining options are available close to Edward Jones - Financial Advisor: Steven Liu?
Nearby dining options include Old Manila Bakery offering bakery and cafe services, and Miion Cafe which serves coffee, smoothies, and salads.
Are there any nearby public transportation options to reach Edward Jones - Financial Advisor: Steven Liu?
Yes, Bus Stop 58279 (401) is located nearby which can help you access the office via public transit.
What health-related services are located near Edward Jones - Financial Advisor: Steven Liu?
Nearby health services include LifeLabs Medical Laboratory Services, Richmond Oral and Facial Surgery, and The Medicine Shoppe Pharmacy.
Can you suggest some nearby beauty and wellness places around Edward Jones - Financial Advisor Steven Liu's office?
Nearby beauty and wellness services include Salon Trefle, Geeta's Beauty Salon, and Lilly Nails Lounge for hair, beauty, nail, and spa treatments.