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: Scott E Porter, CFP®|CEPA®
15272 Croydon Drive, Surrey, BC
V3Z0Z5, Canada
Hours
Reviews
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- RPRichard PatraszewskiMar 10, 20215.0Did your financial adviser phone you during recent market corrections?.... my adviser, Scott Porter did. When he called, he explained the market situation and how we were positioned to have minimal loss. Does your financial adviser "get together with you", either in person or via a Zoom meeting?.....my adviser, Scott Porter does, every 3months. Does your financial adviser distribute your funds into various sectors, and then places trades for a few stocks in each sector? Does your financial advisor balance the $ value of stocks in a sector so they are of equal $ value and then when "you get together" he will discuss how he wants to rebalance your portfolio and why he wants to rebalance. Scott Porter does. None of my 3 previous advisors did any of this...... this is why I strongly suggest you give him a call....you have nothing to lose BUT A LOT TO GAIN.
- DPDean PickettsSep 18, 20195.0I have known and worked with Scott for over 10 years. His knowledge, passion and client first attitude is a must have compared to the advisors I've dealt with in the past. Take an hour to meet with him and you'll understand why you're in better hands with Scott. His assistant Tammy is unbelievably organized which makes them a great team! Dean Picketts Mortgage Broker Delta
- ACandy coppSep 13, 20195.0We moved our accounts from another advisor when we moved here and have been very pleased with the attention, professionalism and knowledge Scott and Tammy have provided us. Full marks for the team.
Frequently Asked Questions About Edward Jones - Financial Advisor: Scott E Porter, CFP®|CEPA®
What investment services does Edward Jones - Financial Advisor: Scott E Porter, CFP® offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Scott E Porter, CFP® located?
The office is located at 15272 Croydon Drive, Suite 101, Surrey, BC, V3Z0Z5, Canada.
What are the regular business hours for Edward Jones - Financial Advisor: Scott E Porter, CFP®?
The office is open Monday to Friday from 8:30 AM to 4:30 PM, with extended hours on Tuesday until 7:00 PM. It is closed on Saturdays and Sundays except by appointment on Saturdays.
Is it possible to schedule appointments on Saturdays at Edward Jones - Financial Advisor: Scott E Porter, CFP®?
Yes, appointments on Saturdays are available by appointment only.
How can I contact Edward Jones - Financial Advisor: Scott E Porter, CFP®?
You can contact the office by phone at +1 604-542-1883 or email scott.porter@edwardjones.com.
Does Edward Jones have an online presence or social media?
Yes, Edward Jones - Financial Advisor: Scott E Porter, CFP® has a LinkedIn profile and a Facebook page, and Edward Jones also has a Twitter handle @EdwardJones.
What nearby real estate services are close to Edward Jones - Financial Advisor: Scott E Porter, CFP®?
There are several nearby real estate agents and firms such as Russell Dudar - REALTOR - Royal Lepage Northstar Realty, Tyler Waldron Personal Real Estate Corporation, and Royal LePage Northstar Realty - Evan Bird Real Estate, which can be useful for clients interested in property investments or purchasing homes.
Are there any fitness or wellness centers near Edward Jones - Financial Advisor: Scott E Porter, CFP®?
Yes, Mint Club Athletics, Animus Health and Performance gym, and White Rock Gymnastics & Diving are nearby, allowing clients to combine financial planning visits with fitness activities.
Can clients find professional services close to Edward Jones - Financial Advisor: Scott E Porter, CFP®?
Nearby professional services include Dhunna Immigration Consulting Inc., Revive Services (home cleaning and windows installation), Tag Engineering Inc. (architectural and structural engineering), and GENGroup accounting and restaurant services.
How can nearby points of interest help a client visiting Edward Jones - Financial Advisor: Scott E Porter, CFP®?
Nearby real estate services, fitness centers, and professional service firms provide comprehensive local options for clients to handle related financial, lifestyle, and property needs during their visit.