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: Timothy S Broesch
9919 Main Street, Summerland, BC
V0H1Z0, Canada
Hours
Reviews
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Frequently Asked Questions About Edward Jones - Financial Advisor: Timothy S Broesch
What are the regular business hours of Edward Jones - Financial Advisor: Timothy S Broesch?
Edward Jones is open Monday to Friday from 8:00 AM to 5:00 PM and closed on Sundays.
Is Edward Jones open on Saturdays?
Edward Jones is closed on Saturdays but offers appointments by appointment only.
What services does Edward Jones provide?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and faces-to-face financial consultations.
How can I make an appointment with Edward Jones - Financial Advisor: Timothy S Broesch?
You can schedule an appointment via their contact page at https://www.edwardjones.ca/ca-en/financial-advisor/timothy-broesch/contact/.
What phone numbers can I use to contact Edward Jones in Summerland?
You can call the local phone number at +12504941800 or the main phone number at +12509003717.
Does Edward Jones offer services in languages other than English?
Edward Jones in Summerland offers services primarily in English.
What online resources can help me prepare for retirement with Edward Jones?
Edward Jones provides a retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help you plan your retirement.
What nearby dining options are there around Edward Jones in Summerland?
Nearby dining options include Just Delicious Japanese Bistro and Summerland Indian Bistro and Pizza, great places to enjoy a meal before or after your financial consultation.
Are there any nearby banks for additional financial services near Edward Jones?
Yes, BMO Bank of Montreal and CIBC branch are nearby for additional banking and financial services.
What local shops and services are available near Edward Jones in Summerland?
Near Edward Jones, you can find The Bee's Knees Yarn Shop for crafts, Replenish Refillery and Zero Waste Store for eco-friendly shopping, and Galaxy Nails and Spa for beauty treatments.