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: Rockwell Houliston
I had an opportunity to discuss financial strategies with Rockwell and I feel very confident that he gives sound advice, but this is mixed with a quality that, sadly, is unusual these days. Rockwell makes it very clear that he cares about his clients and wants only what is best for them. He takes the time to listen, which is also rare in most of my business dealings. Anyone who is looking for a caring, knowledgeable, and well respected advisor, should put their trust in Rockwell.
Frequently Asked Questions About Edward Jones - Financial Advisor: Rockwell Houliston
What investment services does Edward Jones - Financial Advisor: Rockwell Houliston provide?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, and investment management.
How can I contact Edward Jones - Financial Advisor: Rockwell Houliston?
You can contact Edward Jones by phone at +1 250-384-2887 or via email at rocky.houliston@edwardjones.com.
Where is Edward Jones - Financial Advisor: Rockwell Houliston located?
Edward Jones is located at 4517 West Saanich Rd., Unit 5, Victoria, BC, V8Z3G3, Canada.
Does Edward Jones - Financial Advisor: Rockwell Houliston offer personalized financial consultations?
Yes, Edward Jones provides tailored advice through face-to-face consultations to fit individual client needs and goals.
How can I book a consultation with Rockwell Houliston at Edward Jones?
You can book a consultation by visiting their contact page: https://www.edwardjones.ca/ca-en/financial-advisor/rocky-houliston/contact/
What languages are spoken at Edward Jones - Financial Advisor: Rockwell Houliston?
Services are provided in English.
What other financial advisory competitors operate near this Edward Jones location?
Nearby competitors include Merrill Lynch, Wells Fargo Advisors, Morgan Stanley, LPL, and Raymond James.
Are there dining options near Edward Jones - Financial Advisor: Rockwell Houliston?
Yes, nearby dining options include The Village, Yokidomo sushi, Q Pizza, Med Grill Royal Oak, and Fireside Grill, providing a variety of cuisines for clients before or after their visit.
Where can I find a nearby ATM when visiting Edward Jones - Financial Advisor: Rockwell Houliston?
An RBC Royal Bank ATM is located nearby, making cash access convenient during your visit.
What local services are near Edward Jones that might be useful to clients?
Nearby services include Cheques and Balances Bookkeeping Services for accounting needs, Royal Oak Law Corporation for legal services, and Victoria Royal Oak Nexgen Hearing for health-related services.