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: Nikki Li, QAFP®|CEA®|CEPA®
14928 56 Ave, Surrey, BC
V3S2N5, Canada
Hours
Reviews
4.0
1 reviews
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Frequently Asked Questions About Edward Jones - Financial Advisor: Nikki Li, QAFP®|CEA®|CEPA®
What services does Edward Jones - Financial Advisor Nikki Li offer?
Edward Jones - Financial Advisor Nikki Li offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies.
What are the business hours of Edward Jones - Financial Advisor Nikki Li?
The office is open Monday to Friday from 8:00 AM to 5:00 PM and is closed on Saturdays and Sundays, though appointments can be made on weekends.
How can I schedule an appointment with Nikki Li?
Appointments can be scheduled by contacting the office or using the online contact link at https://www.edwardjones.ca/ca-en/financial-advisor/nikki-li/contact/.
Where is Edward Jones - Financial Advisor Nikki Li located?
The office is located at 14928 56 Ave, Suite 300, Surrey, BC, V3S2N5, Canada.
Does Edward Jones - Financial Advisor Nikki Li provide online or digital tools for financial planning?
Yes, they feature a retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html and also have an iPhone app.
How can I contact Nikki Li by phone or email?
You can reach Nikki Li by phone at +1 778-907-6415 or +1 778-547-9430, and by email at nikki.li@edwardjones.com.
What nearby educational institution is close to Edward Jones - Financial Advisor Nikki Li?
CDI College, a local college and university offering education programs, is nearby and might be of interest for clients or visitors in the area.
Are there fitness or recreational facilities near Edward Jones - Financial Advisor Nikki Li?
Yes, the Surrey Family YMCA, YMCA Youth Night gym, YMCA Surrey gym, and Tong Louie Family YMCA community center are all nearby, providing options for physical fitness before or after a visit.
Can I find dining options near Edward Jones - Financial Advisor Nikki Li?
Yes, Pizza Hut and Cora Breakfast and Lunch restaurant are nearby and great options for dining before or after your appointment.
Is there a real estate service near Edward Jones - Financial Advisor Nikki Li that customers might use?
Yes, Fifth Avenue Real Estate Marketing and Hayer Properties Ltd, both real estate services, are near the office and could be helpful for clients interested in property investments or advice.