Edward Jones - Financial Advisor: Chantelle G Meriam, CFP®|CIM®|FCSI®
5.01 review
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: Chantelle G Meriam, CFP®|CIM®|FCSI®
5-13604 Victoria Road North, Summerland, BC
V0H1Z5, Canada
Hours
Reviews
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- DCDevin CairnsApr 16, 20185.0What an amazing team!
Frequently Asked Questions About Edward Jones - Financial Advisor: Chantelle G Meriam, CFP®|CIM®|FCSI®
What are the main services offered by Edward Jones - Financial Advisor: Chantelle G Meriam?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and stock & bond brokerage tailored to individual client needs.
What are the business hours for Edward Jones - Financial Advisor: Chantelle G Meriam?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and is closed on Sundays. Saturdays are by appointment only.
How can I schedule an appointment with Chantelle G Meriam?
You can schedule an appointment through the contact page at https://www.edwardjones.ca/ca-en/financial-advisor/chantelle-meriam/contact/ or email chantelle.meriam@edwardjones.com.
Where is Edward Jones - Financial Advisor: Chantelle G Meriam located?
The office is located at 5-13604 Victoria Road North, Summerland, BC, V0H1Z5, Canada.
Does Edward Jones - Financial Advisor: Chantelle G Meriam provide services in languages other than English?
No, services are provided in English.
Are there any nearby dining options close to Edward Jones office?
Yes, nearby dining options include Murray's Pizza, Subway, McBain Insurance Agency Ltd (restaurant), and Sunflower Ukrainian Cafe, making it convenient to grab a meal before or after your financial consultation.
What nearby financial services are available near Edward Jones office in Summerland?
Close by are several financial and accounting services such as BMG Office Management, PDC Accounting Evovled - Chartered Professional Accountants, Summerland and District Credit Union, Danielle Wells - Financial Advisor, and Angella Dykstra Chartered Professional Accountant, which might complement your financial planning needs.
Is there a convenient place nearby to purchase flowers or gifts?
Yes, Martin's Flowers is located nearby and offers flowers and gifts, which can be a nice option when visiting the area.
What is the best way to contact Edward Jones office by phone?
You can reach the main phone line at +1 236-239-1204 or the alternate phone at +1 250-494-7007.
Where can I find more information about retirement planning offered by Edward Jones?
You can try the Edward Jones retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help plan your retirement.