Edward Jones - Financial Advisor: Jeffrey Hayes, CFP®|CLU®|CEPA®
5.011 reviews
Business Details
About
Investment ServiceEdward Jones
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: Jeffrey Hayes, CFP®|CLU®|CEPA®
3011 Louie Dr, Westbank, BC
V4T3K3, Canada
Hours
Reviews
5.0
11 reviews
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11
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- LBLiving in Kelowna, BCMar 31, 20205.0Jeffrey is knowledgeable and is a hard worker. Most of all I trust him and the advice he offers.
- NLNicole LeitchMar 31, 20205.0Jeff is incredibly knowledgeable in his field, A hardworking professional who will go that extra mile. Would highly recommend.
- CHCourtney HayesMar 19, 20205.0An intelligent and genuine business man. He offers a wealth of knowledge in the financial advising world and won't steer you wrong. He truly is an honest and down to earth man, who will work with you to achieve your financial goals!! 100% recommended!!!!
Frequently Asked Questions About Edward Jones - Financial Advisor: Jeffrey Hayes, CFP®|CLU®|CEPA®
What is the primary focus of Edward Jones - Financial Advisor: Jeffrey Hayes?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient strategies tailored to individual client goals.
What are the regular business hours for Edward Jones - Financial Advisor: Jeffrey Hayes?
The office is open Monday to Thursday from 8:30 AM to 4:30 PM, Friday from 8:30 AM to 4:00 PM, and closed on weekends except by appointment on Saturdays.
How can I schedule a consultation with Jeffrey Hayes?
You can schedule an appointment via their online contact page at https://www.edwardjones.ca/ca-en/financial-advisor/jeffrey-hayes/contact/.
Where is Edward Jones - Financial Advisor: Jeffrey Hayes located?
The office is located at 3011 Louie Dr, Suite 203, Westbank, BC, V4T3K3, Canada.
What services does Jeffrey Hayes provide?
Services include stocks & bonds, investment management, and financial advisory to help with investment planning and management.
What languages are spoken at Edward Jones - Financial Advisor: Jeffrey Hayes?
The office provides services in English.
Does Edward Jones have online tools to help with retirement planning?
Yes, they feature a Retirement Savings Calculator available through their website to help assess your retirement readiness.
What nearby places can I visit for pet care while attending my appointment?
Nearby you can find Lakecity Animal Hospital and Sunshine Pets for veterinary and pet supplies needs respectively, perfect for pet care while visiting Edward Jones.
Are there any dining options close to Edward Jones - Financial Advisor: Jeffrey Hayes?
Yes, nearby restaurants include Original Joe's and Ginza Sushi, ideal for meals before or after your financial consultation.
Where can I find additional financial services or tax assistance nearby?
Nearby financial and tax support includes Liberty Tax and Western Union, offering services like tax law guidance and currency exchange.