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: Sandra Yaquo, CEA®|DFSA™
411 Huronia Road, Barrie, ON
L4N9B3, Canada
Hours
Reviews
5.0
11 reviews
5 stars
11
4 stars0
3 stars0
2 stars0
1 star0
- AKAnne-Christine KjellbergAug 13, 20225.0Sandra is an outstanding financial advisor, an amazing positive and enthusiastic person who I'm thrilled to recommend to anyone at any age and financial means. The enthusiasm and knowledge she displayed from the first moment my husband and I met with her was very empowering to us both. Sandra took the time to really get to know us, and find out about our needs now as well as what goals/dreams we have for the future. Once Sandra had a full picture of what our current financial situation was like, she encouraged us to dream bigger than we thought possible for our future, and was able to show an actual report as to what each scenario would look like. Sandra made the process very personal, empowering, and exciting to us both. Sandra is able to project our financial future based on our current needs and wants, and still make sure we have enough for the rest of our lives. Once we saw what she was able to do and back it up with statistics, she then encouraged us to dare to come up with bigger "dreams" for ourselves. We quickly came to realize with Sandra's help, we can actually afford so much more than we ever thought possible, and feel reassured that we will still stay in a healthy financial situation for the future. My husband and I highly recommended Sandra as a financial advisor.
- KAKeŕry AndrewsAug 2, 20225.0Sandra is the most genuine caring person I have ever met and a diamond in the gold mine. She goes above and beyond for you. Your money is her money and she treats you with dignity and respect. I give her 10 out of 5 stars for her exceptional knowledge, skills and service. She gives everyone the royal treatment and treats you like family. Your concerns are her concerns too. I consider the day I met Sandra as one of the luckiest in my life. I would highly recommend her, you would not be disappointed.
- HSHeather StoddartJul 28, 20225.0Weve been with Sandra for over 4 years and she is one of the family now. Her passion and sincere interest in our lives has had a huge impact on my family. I cant imagine life without her!
- KFKimberly FariasJun 16, 20225.0I was introduced to Sandra when I turned to Edward Jones for investment advice a few months ago. She substantially assisted me with all my investment needs and thoroughly explained where I should place monies for great success. I would definately return for future investments with Sandra.
- SRShantelle RanglinJun 11, 20225.0Sandra has been amazing. She treats you more like family than a customer. She’s passionate about what she does and is very knowledgeable. We came in with no knowledge of investments, what to do with our money or where it would be going. Sandra took her time to educate us on the different options/paths we could take. Beacuse of Sandra and he expertise our dreams will soon become a reality. She goes above and beyond and I highly recommend her to anyone who is looking to get their finances in order.
Frequently Asked Questions About Edward Jones - Financial Advisor: Sandra Yaquo, CEA®|DFSA™
What services does Edward Jones - Financial Advisor: Sandra Yaquo offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Sandra Yaquo located?
The office is located at 411 Huronia Road, Unit #3, Barrie, ON, L4N9B3, Canada.
What are the office hours for Edward Jones - Financial Advisor: Sandra Yaquo?
The office is open Monday to Friday from 9:00 AM to 5:00 PM. It is closed on Sundays and Saturdays, although Saturdays are available by appointment only.
How can I schedule an appointment with Sandra Yaquo?
You can schedule an appointment by visiting the contact page at https://www.edwardjones.ca/ca-en/financial-advisor/sandra-yaquo/contact/ or by calling the main phone +1 705-996-5024.
What languages are spoken at Edward Jones - Financial Advisor: Sandra Yaquo?
Services are offered in English.
Is there a way to connect with Sandra Yaquo on social media?
Yes, Sandra Yaquo has a Facebook page at https://www.facebook.com/102278588085967 and Edward Jones can be followed on Twitter via @EdwardJones.
Are there nearby medical or wellness facilities close to Edward Jones?
Yes, nearby medical and wellness places include First Impression Denture Clinic, Dr. Christina Roper (Naturopathic Doctor), MOKSHA YOGA, and Advanced Laser Skin Clinic, providing options for health and wellness before or after your visit.
What are some food options near Edward Jones in Barrie?
Nearby food options include Domino's Pizza and Danny's Fish and Chips, ideal for grabbing a meal either before or after your appointment.
Are there any nearby businesses or services related to finance or consulting around Edward Jones?
Yes, nearby related businesses include Three Thirds Financial and Grow Vantage & Ask For Directions Training, which offer financial advising and business consulting respectively.
Does Edward Jones provide any online tools to help with retirement planning?
Yes, they feature a Retirement Savings Calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help you plan for your future.