Edward Jones - Financial Advisor: Scarlett Pan, CFP®|CEPA®

5.0
5 reviews

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: Scarlett Pan, CFP®|CEPA®
8268 Granville St., Vancouver, BC
V6P4Z4, Canada

Hours

Reviews

5.0
5 reviews
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  • FS
    Fiona Su
    Jun 16, 2023
    5.0
    Scarlett is the best financial advisor I have been dealing with, she is always patient, very up front providing me the best investment suggestions and advice, must go see her when you need to invest your money.
  • EL
    Ellen Lin
    Dec 5, 2020
    5.0
    Scarlett is the best financial advisor. She always think about her clients. She is patient and professional to answer my questions.she always follows Edward Jones polices. She is very knowledgeable and explains to me why she makes adjustments for my investment in a simple way. It is very easy and quickly for me to understand her points. She is active and positive. She never bring her personal emotions and opinions to her clients.she like laughing. When you see her, you feel the spring is coming and flowers are blooming. Anyways, if you have a chance to meet and know her, don't miss it.
  • YX
    yan xu
    Dec 5, 2020
    5.0
    Scarlett is an outstanding financial adviser not only because of her exceptional professional knowledge or excellent customer service, but also her empathy to treat us like friends and family. I have been with her over a decade and really appreciate her help and dedication. Strongly recommended !
  • CW
    Christine Wang
    Dec 5, 2020
    5.0
    Scarlett has been my financial advisor for many years. She has provided an outstanding service. She has always been very helpful and responsive to my questions and concerns. Highly recommended!
  • S6
    SirRono #66
    Nov 15, 2020
    5.0
    She is the best advisor i ever met.. Very understanding. patient and most of all extremely knowledgeable. Her fee is reasonable for her professional service and more valuable compared to big banks. I should have found her earlier for all my investments and retirement plans.

Frequently Asked Questions About Edward Jones - Financial Advisor: Scarlett Pan, CFP®|CEPA®

What services does Edward Jones - Financial Advisor: Scarlett Pan offer?

They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, along with face-to-face financial consultations.

Where is Edward Jones - Financial Advisor: Scarlett Pan located?

The office is located at 8268 Granville St., Suite 202, Vancouver, BC, V6P4Z4, Canada.