Edward Jones - Financial Advisor: Bartosz Glodek, CFP®|CIM®

5.0
6 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: Bartosz Glodek, CFP®|CIM®
1990 Fort Street, Victoria, BC
V8R6V4, Canada

Hours

Reviews

5.0
6 reviews
5 stars
6
4 stars
0
3 stars
0
2 stars
0
1 star
0
  • DS
    Deb Strawson
    Apr 17, 2023
    5.0
    With Bart’s financial expertise and provision of guidance, we can be confident in all aspects of our finances, with budgeting, investing, retirement planning, life insurance, etc. He thoughtfully prepares for our meetings and plots out our timeline on coloured graphs, a clear way to visualize our financial future. Bart is very organized and professional and understands our needs and dreams for the future. We’re grateful to have Bart’s support and highly recommend his services to all who are seeking.
  • JH
    Jenny Howard
    Sep 5, 2022
    5.0
    Been working with Bart for the past few years and very pleased with his attentiveness, professionalism and thoughtful advice. He has always been very responsive and reliable when assisting with my finances. Would definitely recommend Bart if you are looking to level-up your financial plan!
  • EF
    Emma F
    Jun 23, 2022
    5.0
    Bart is very nice, friendly, trustworthy and professional. I've been working with him for years and really appreciate his thoughtfulness and insightfulness on the investment. He's always patient and kind to answer questions and seek the best for his clients to solve problems.
  • TT
    Tha JeepDog (thajeepdog)
    Sep 12, 2020
    5.0
    Bart is a warm, friendly financial advisor who seeks only the best for his clients. His knowledge is strong and and his recommendations have been bang on. I look forward to working with him for many years to come!
  • AM
    Anna Maloney
    Sep 6, 2020
    5.0
    Bartosz is an excellent advisor and we are very happy with the services that he is providing.

Frequently Asked Questions About Edward Jones - Financial Advisor: Bartosz Glodek, CFP®|CIM®

What services does Edward Jones - Financial Advisor: Bartosz Glodek offer?

Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies with tailored face-to-face consultations.

What are the regular business hours for Edward Jones - Financial Advisor: Bartosz Glodek?

The office is open Monday to Friday from 8:00 AM to 4:00 PM and closed on Sundays. Saturdays are by appointment only.