Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Edward Jones - Financial Advisor: Julie-Anne Fennell, CFP®
Frequently Asked Questions About Edward Jones - Financial Advisor: Julie-Anne Fennell, CFP®
What financial services does Edward Jones - Financial Advisor: Julie-Anne Fennell provide?
Edward Jones offers financial advising, investment management, funds investment, and stock & bond brokerage services to help clients achieve their financial goals.
How can I contact Julie-Anne Fennell at Edward Jones?
You can contact Julie-Anne Fennell by phone at +1 604-582-3040 or email at julie.fennell@edwardjones.com.
Where is Edward Jones - Financial Advisor: Julie-Anne Fennell located?
The office is located at 10833-160 St., Unit 603, Surrey, BC, V4N1P3, Canada.
Does Edward Jones offer tools to help with retirement planning?
Yes, Edward Jones provides a retirement calculator tool to help you assess your readiness for retirement.
What languages are spoken at Edward Jones - Financial Advisor: Julie-Anne Fennell?
The office provides services in English.
How can I schedule an appointment with Julie-Anne Fennell?
Appointments can be scheduled via the online contact form at https://www.edwardjones.ca/ca-en/financial-advisor/julie-fennell/contact/.
Are there any banks nearby Edward Jones in Surrey for additional financial services?
Yes, nearby banks include Scotiabank, TD Canada Trust Branch and ATM, and TD Bank which offer additional financial services and ATMs.
Are there convenient food options near Edward Jones for clients visiting the area?
Yes, nearby restaurants such as Dad's Donair, Red Shiso (Japanese), Subway, A&W, and Popeyes® Louisiana Kitchen offer a variety of dining options for clients.
What nearby amenities can clients visit before or after their appointment with Edward Jones?
Clients can visit places like Starbucks Canada for coffee, Surprise Nails or Zarka Salon & Spa for beauty services, and Oxygen Yoga and Fitness Fraser Heights for fitness activities.
Who are some competitors of Edward Jones in financial advising services?
Competitors include Merrill Lynch, Wells Fargo Advisors, Morgan Stanley, UBS, and Raymond James.