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: Daniel F Lee, CFP®
1-165 Manitoba Street, Bracebridge, ON
P1L1S3, Canada
Hours
Reviews
5.0
7 reviews
5 stars
7
4 stars0
3 stars0
2 stars0
1 star0
- DLD LAug 31, 20245.0I’m happy about this office and staff.
- AMAlec MurphyMay 8, 20245.0Daniel has a strong technical mind, combined with an empathy and tenancity for supporting clients. I was impressed and would reccomend anyone wanting to find trusted financial advice to give him some of your time. He values it.
- ESElke ScholzMay 8, 20245.0Daniel 's calm manner makes one feel at ease right away. He is very knowledgeable and is able to convey information , even to me. :-) I can easily recommend his services.
- KMK MDec 28, 20225.0Very knowledgeable and friendly. Definitely recommend!
- NSNeil SturgeFeb 10, 20205.0Whenever we get together, my advisor has excellent advice, thank you so much for helping us get our financial lives on track!
Frequently Asked Questions About Edward Jones - Financial Advisor: Daniel F Lee, CFP®
What are the main services offered by Edward Jones - Financial Advisor: Daniel F Lee, CFP®?
The office offers personalized investment services including financial advising, investment management, stocks and bonds brokerage, and funds investment.
What are the office hours for Edward Jones - Financial Advisor: Daniel F Lee, CFP®?
The office is open Monday to Friday from 9:00 AM to 5:00 PM and is closed on Sundays and Saturdays, except by appointment on Saturdays.
How can I contact Daniel F Lee at Edward Jones?
You can reach Daniel F Lee by phone at +1 705-230-9476 or +1 705-645-4844, or email at daniel.f.lee@edwardjones.com.
Where is the Edward Jones office of Daniel F Lee located?
It is located at 1-165 Manitoba Street, Bracebridge, ON, P1L1S3, Canada.
Does Edward Jones - Daniel F Lee provide any online tools to help with retirement planning?
Yes, they offer a Retirement Savings Calculator available on their website to help clients prepare for their financial future.
Can I book a financial consultation appointment online?
Yes, you can schedule an appointment through the reservation page on their website.
Which language is primarily used for consultations at Edward Jones - Daniel F Lee?
Consultations are conducted primarily in English.
Are there any nearby amenities or places of interest close to Edward Jones - Daniel F Lee's office?
Nearby places include Tease Salon and Barber for hair and beauty services, Britton Gallery for art lovers, and El Pueblito restaurant for Mexican cuisine.
What local dining options can clients visit before or after their meeting at Edward Jones?
Clients can enjoy nearby dining options like New Haven Restaurant (Chinese and Asian cuisine), Main St. Delicatessen, Nick's Family Restaurant, and El Pueblito Mexican restaurant.
Are there other financial or insurance services near Edward Jones - Daniel F Lee's office?
Yes, nearby you can find Hudson Henderson Insurance Brokers Ltd and Bridgeway Insurance Inc for insurance services, as well as Heritage Investments for additional financial investing needs.