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.
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Edward Jones - Financial Advisor: Joe Schmidt, CEA®|DFSA™
I have been using Joe Schmidt at Edward Jones as my financial advisor for many, many years and he is fantastic! I completely trust him and his advice. My daughter also invests with him. I actually live on the other side of the country and we do everything over the phone. Five stars!
Frequently Asked Questions About Edward Jones - Financial Advisor: Joe Schmidt, CEA®|DFSA™
What services does Edward Jones - Financial Advisor Joe Schmidt provide?
Joe Schmidt offers personalized investment services including retirement planning, education savings, tax-efficient strategies, stock & bond brokering, and investment management tailored to individual client needs.
Where is Edward Jones - Financial Advisor Joe Schmidt located?
The office is located at 467 Westney Road S, Unit 12, Ajax, ON, L1S6V8, Canada.
What are the business hours for Edward Jones - Financial Advisor Joe Schmidt?
The office is open Monday to Friday from 8:30 AM to 4:30 PM and closed on Saturdays and Sundays.
How can I contact Joe Schmidt at Edward Jones?
You can contact Joe Schmidt by phone at +1 905-428-9175 or by email at joe.schmidt@edwardjones.com.
Does Edward Jones offer online tools or resources for financial planning?
Yes, they provide a Retirement Savings Calculator and other tools available on their website to help clients prepare for their financial future.
How can I schedule a consultation with Joe Schmidt at Edward Jones?
You can book an appointment through their online reservation page at https://www.edwardjones.ca/ca-en/financial-advisor/joe-schmidt/contact/.
What languages are spoken at Edward Jones - Financial Advisor Joe Schmidt's office?
The office primarily offers services in English.
Are there any insurance agencies near Edward Jones - Financial Advisor Joe Schmidt?
Yes, nearby insurance agencies include Mitchell Sandham Insurance Brokers, BML Insurance Brokers Ltd, and All Time Insurance Brokers which can be convenient for clients looking for comprehensive financial and insurance services.
What local wellness and beauty services are near Edward Jones - Financial Advisor Joe Schmidt?
Nearby wellness and beauty options include Maria Golden Symmetry (beauty salon and nail salon), Ksthetics Injectables (medical spa), saintsbeautybar.ajax (hair extensions and replacement), and The Posh Beauty Boutique (beauty and spa). Clients can enjoy these services before or after their financial consultations.
Are there any fitness or wellness centers near Edward Jones - Financial Advisor Joe Schmidt?
Yes, Rising Sun Martial Arts and Karma Jiu Jitsu are local martial arts gyms nearby, and Whole Body and Mind offers massage therapy and holistic naturopathic services, providing great opportunities for clients to focus on their health along with financial wellbeing.