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: Morgan Sheridan, CFP®
128 Wellington Street W, Barrie, ON
L4N8J6, Canada
Hours
Reviews
5.0
2 reviews
5 stars
2
4 stars0
3 stars0
2 stars0
1 star0
- DHDr. Stacey L HudsonApr 5, 20215.0Morgan has such a great business and investing background. I completely trust all of his advice. His knowledge, expertise amd warm nature are a wonderful package. Highly recommend !!!!
- MJMarc JakobsJan 23, 20185.0Morgan at Edward Jones provides excellent financial advice and planning. He's helped us both make and save money and we value his opinion.
Frequently Asked Questions About Edward Jones - Financial Advisor: Morgan Sheridan, CFP®
What services does Edward Jones - Financial Advisor: Morgan Sheridan offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual goals.
Where is Edward Jones - Financial Advisor: Morgan Sheridan located?
The office is located at 128 Wellington Street W, Suite 100, Barrie, ON, L4N8J6, Canada.
What are the office hours of Edward Jones - Financial Advisor: Morgan Sheridan?
The office is open Monday to Friday from 9:00 AM to 5:00 PM and closed on weekends.
How can I contact Morgan Sheridan at Edward Jones?
You can reach Morgan Sheridan via phone at +1 705-728-5994 or email at morgan.sheridan@edwardjones.com.
Is it possible to book a consultation with Morgan Sheridan online?
Yes, you can schedule a meeting through their online contact page at https://www.edwardjones.ca/ca-en/financial-advisor/morgan-sheridan/contact/.
What languages are supported at Edward Jones - Financial Advisor: Morgan Sheridan?
Services are provided in English.
Are there any financial service competitors near Edward Jones in Barrie?
Nearby competitors include IG Wealth Management, Foundational Financial Solutions, Shuttleworth Wealth Management, Wealth Achievers, Kitchen & Associates, and Wayne S. Kobylnik Certified Financial Planner.
What nearby healthcare providers are close to Edward Jones for convenient access?
Nearby healthcare services include Huronia Oral Surgery Group, Dr. Beata Luboinski dental office, Barrie Endodontics, and Passport Health Barrie Travel Clinic, which could be helpful for clients with healthcare needs before or after visiting.
Can I visit Edward Jones easily using nearby amenities in Barrie?
Yes, Edward Jones is near the RBC Royal Bank ATM for cash needs and close to educational institutions like Progressive Training College of Business and Health, useful for clients balancing education and finances.
How can Edward Jones help me prepare for my retirement?
Edward Jones offers personalized retirement planning and provides a retirement savings calculator available on their website to help clients plan effectively.