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.
Frequently Asked Questions About Edward Jones - Financial Advisor: David H Tran
Where is Edward Jones - Financial Advisor: David H Tran located?
Edward Jones - Financial Advisor: David H Tran is located at 331 Bayfield Street, Suite 212, Barrie, ON, L4M3C2, Canada.
What are the regular business hours for Edward Jones - Financial Advisor: David H Tran?
The office is open Monday to Friday from 9:00 AM to 5:00 PM, and is closed on Sundays. Saturday hours are by appointment only.
How can I contact David H Tran at Edward Jones?
You can contact David H Tran by phone at +1 705-243-0624 or the alternate number +1 705-725-1544, or via email at david.tran@edwardjones.com.
What types of financial services does Edward Jones - Financial Advisor: David H Tran offer?
Services include personalized investment advice, retirement planning, education savings, tax-efficient investment strategies, stocks and bonds brokerage, and investment management.
Is it possible to book an appointment online with David H Tran?
Yes, appointments can be booked online through their contact page at https://www.edwardjones.ca/ca-en/financial-advisor/david-tran/contact/.
What language is spoken at Edward Jones - Financial Advisor: David H Tran?
Services are offered in English.
Are there any popular dining options nearby Edward Jones in Barrie?
Yes, nearby dining options include Quesada Burritos and Tacos for Mexican food, Baskin-Robbins for ice cream, Subway for sandwiches, Burger King Canada for fast food, and Cal's Bakery & Cafe for bakery items and smoothies.
What nearby retail stores can customers visit before or after their appointment at Edward Jones?
Customers can visit Collins Clothiers Barrie for men's clothing, Jeff Walters Diamonds and Jeff Walters Jewellers for jewelry, Gilbert Guitars for music, and Bellissma Women Clothing for women's apparel.
Are there any nearby services that might complement a visit to Edward Jones - Financial Advisor: David H Tran?
Yes, nearby services include Bayfield Dental and Simcoe Family Dentistry for dental care, Oxford Learning for education and tutoring, Paul Turner Counselling for mental health support, and Alliance Taxi Barrie for transportation needs.
Where can I find more information or online tools related to Edward Jones services?
You can visit their website at https://www.edwardjones.ca/ca-en/financial-advisor/david-tran and try their retirement savings calculator at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to plan your financial future.