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: Jonathan D Dobroskay, CFP®
2300 Carrington Road, West Kelowna, BC
V4T2N6, Canada
Frequently Asked Questions About Edward Jones - Financial Advisor: Jonathan D Dobroskay, CFP®
What services does Edward Jones - Financial Advisor: Jonathan D Dobroskay offer?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Jonathan D Dobroskay located?
The office is located at 2300 Carrington Road, Unit 170, West Kelowna, BC, V4T2N6, Canada.
How can I contact Jonathan D Dobroskay for financial advice?
You can reach Jonathan by phone at +1 250-768-8218 or email at jonathan.dobroskay@edwardjones.com.
Does Edward Jones offer online tools to help with retirement planning?
Yes, Edward Jones provides an online retirement calculator to help you assess your retirement readiness.
How can I schedule an appointment with Jonathan D Dobroskay at Edward Jones?
Appointments can be scheduled online via their contact page at https://www.edwardjones.ca/ca-en/financial-advisor/jonathan-dobroskay/contact/.
What financial products does Edward Jones provide?
Edward Jones provides services as financial advisor, investment management, funds investment, and acts as a stock and bond broker.
What languages are spoken by the Edward Jones team led by Jonathan D Dobroskay?
The team speaks English.
Are there any dental or medical services close to Edward Jones in West Kelowna?
Yes, nearby are Carrington Dental Centre, Beam Orthodontics, West Kelowna Health Centre, and West Kelowna Oral Surgery, which may be convenient if you have appointments before or after visiting Edward Jones.
Which dining options are near Edward Jones - Financial Advisor in West Kelowna?
Nearby dining options include McDonald's Canada, Taco Bell, A&W Canada, KFC, White Spot West Kelowna, Wendy's, and Tim Hortons, offering a variety of fast food and casual restaurant choices around your visit.
What notable landmarks or community centers are near Edward Jones in West Kelowna?
Nearby landmarks include the Holiday Inn West Kelowna for accommodations, Greater Westside Board of Trade for community services, and local entertainment at 19 Greens amusement park.