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: Marta Bukmeier, CFP®|CEA®
420 4th St NE, Salmon Arm, BC
V1E4N2, Canada
Frequently Asked Questions About Edward Jones - Financial Advisor: Marta Bukmeier, CFP®|CEA®
What services does Edward Jones - Financial Advisor: Marta Bukmeier offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial advice.
Where is Edward Jones - Financial Advisor: Marta Bukmeier located?
The office is located at 420 4th St NE, Unit A, Salmon Arm, BC, V1E4N2, Canada.
How can I contact Edward Jones - Financial Advisor: Marta Bukmeier?
You can reach them by phone at +12362393759 or alternate phone +12508331034, or by email at marta.bukmeier@edwardjones.com.
What are the business hours for Edward Jones - Financial Advisor: Marta Bukmeier?
The office is open during regular hours and by appointment only on Saturdays.
How can I book an appointment with Edward Jones - Financial Advisor: Marta Bukmeier?
Appointments can be booked online via their contact page: https://www.edwardjones.ca/ca-en/financial-advisor/marta-bukmeier/contact/.
Are there convenient financial institutions nearby Edward Jones - Financial Advisor: Marta Bukmeier?
Yes, nearby you can find SASCU Commercial Centre, SASCU Credit Union, SASCU Financial Group, Scotiabank, Western Union, and BDO Canada Limited, which offer various financial services that might complement your visit.
What nearby options are available if I want to eat before or after my visit?
A nearby option is A&W Salmon Arm, a fast-food restaurant serving American-style burgers, providing a convenient place to eat before or after your appointment.
Are there any beauty or wellness services near Edward Jones - Financial Advisor: Marta Bukmeier?
Yes, Krysaliz Esthetics offers beauty and spa services nearby, and Zea Friesen Acupuncture provides acupuncture treatments, both ideal for a relaxing visit alongside your financial planning.
What competitors does Edward Jones have in the financial advisory sector?
Competitors include Merrill Lynch, Wells Fargo Advisors, Morgan Stanley, LPL, and Raymond James.
Does Edward Jones - Financial Advisor: Marta Bukmeier offer online tools to help with financial planning?
Yes, they offer a retirement savings calculator available online at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help you prepare for your future.