Edward Jones - Financial Advisor: Zhong Li, CFP®|CFA®

3.7
3 reviews
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Business Details

5188 Westminster Highway, Richmond, BC
V7C5S7, Canada
(604) 241-7227
https://www.edwardjones.ca/ca-en/financial-advisor/zhong-li
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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: Zhong Li, CFP®|CFA®
5188 Westminster Highway, Richmond, BC
V7C5S7, Canada

Reviews

3.7
3 reviews
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  • SJ
    Sophie J
    Jul 21, 2024
    5.0
    Zhong is a very nice advisor, and after some discussion and some interview questions and trap questions. he seems to be very capable and thoughtful person. He is also one of very few advisors I know that actually have fund managing experience and CFA title. It's quite an Edward Jones thing to go door to door and start the practice from the neighborhood, not any other big firms and companies are doing that nowadays and for that I admire his courage to talk to people face to face. so far the investment goes more than I expected and he explained to me the principals and how things work in the ways that I never thought of . The Golden Rule dictate that people are working with the people they deserve. I am glad he knocked on my door and it really change my life.
  • DZ
    Day Zero
    Jul 9, 2024
    1.0
    Beware of This Scam! I am utterly furious with this so-called "financial advisor." His unsolicited visits to our neighborhood are not only unprofessional but also extremely unwelcome. A reputable financial advisor would never resort to such low-level marketing tactics. Why not spend some money on proper advertising instead of harassing the neighbors? This kind of behavior is unacceptable and highly intrusive.
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Frequently Asked Questions About Edward Jones - Financial Advisor: Zhong Li, CFP®|CFA®

What investment services does Edward Jones - Financial Advisor Zhong Li offer?

The services include personalized financial advising, retirement planning, education savings, tax-efficient investment strategies, and investment management including stocks, bonds, and funds.

Where is Edward Jones - Financial Advisor Zhong Li located?

The office is located at 5188 Westminster Highway, Unit #118, Richmond, BC, V7C5S7, Canada.