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.
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Edward Jones - Financial Advisor: Jake Wang, CFP®|CLU®|CIWM|CIM®
Frequently Asked Questions About Edward Jones - Financial Advisor: Jake Wang, CFP®|CLU®|CIWM|CIM®
What are the main services provided by Edward Jones - Financial Advisor: Jake Wang?
They offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial consultations.
What are the office hours for Edward Jones - Financial Advisor: Jake Wang?
The office is open Monday to Friday from 8:30 AM to 4:00 PM and is closed on Saturdays and Sundays except by appointment on Saturdays.
How can I schedule a consultation with Jake Wang?
You can schedule a consultation by visiting their reservation page at https://www.edwardjones.ca/ca-en/financial-advisor/jake-wang/contact/ or by contacting them directly via phone or email.
Where is Edward Jones - Financial Advisor: Jake Wang located?
The office is located at 1437 Kingsway, Suite 201, Vancouver, BC, V5N2R6, Canada.
What languages are spoken by the Edward Jones team?
English is the primary language spoken at this Edward Jones office.
Are there any financial institutions near Edward Jones - Financial Advisor: Jake Wang?
Yes, nearby financial institutions include CIBC, TD Canada Trust ATM, and Simplii Financial, which can be useful if you need banking services before or after your appointment.
Which legal service providers are close to Edward Jones - Financial Advisor: Jake Wang?
Nearby legal service providers include Bekkering York Barristers LLP and STLaw, offering convenient options for legal consultations near the office.
What dining options are available near Edward Jones - Financial Advisor: Jake Wang?
You can visit Trung Nguyen Cafe for Vietnamese cuisine, Ashiana Tandoori Restaurant for Indian food, or Icy Bar Knight for desserts and drinks close to the office.
How can I contact Jake Wang via social media?
You can find updates and connect via the Edward Jones Twitter handle @EdwardJones and their Facebook page at https://www.facebook.com/328151341000873.
What tools does Edward Jones offer to help clients plan for retirement?
They recommend trying the Retirement Savings Calculator available at their website to help assess readiness for retirement.