Business Details
About
Investment ServiceEdward Jones
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: Herman Venegas, CFP®
57 Mill Street North, Brampton, ON
L6X1S9, Canada
Hours
Reviews
5.0
9 reviews
5 stars
9
4 stars0
3 stars0
2 stars0
1 star0
- HUHarcharan UpalSep 17, 20245.0Herman is extremely knowledgeable and understanding. He consistently goes above and beyond for his clients, with his sole focus in ensuring their investments meet their long term strategy. I would highly recommend Herman.
- JRJim RizenSep 17, 20245.0Herman Venessa has been monitoring and directing our financial portfolio with Edward Jones for a number of years. With his knowledge of the market and recommendations we’ve been able to retire earlier than planned. Contact him, you won’t be disappointed!
- VMVishen MaharajSep 16, 20245.0I’ve worked with Herman for the past decade, and I’m continually impressed with the service he provides through Edward Jones. His patience and expertise have been invaluable in helping me plan my long-term financial goals. Herman consistently takes the time to answer my questions about the market and encourages a holistic approach to planning, including estate planning, wills, and taxes. I truly appreciate the guidance and support he has provided in helping me achieve my financial goals.
- VCVania CarrascoSep 16, 20245.0As a mortgage agent, my goal is to never turn anyone away. Instead, I focus on finding solutions that pave the way to homeownership. For clients interested in first-time homebuyer programs like the First Home Savings Plan or the Registered Retirement Savings Plan, I refer them to Herman. Herman is highly professional and knowledgeable, and I always feel confident referring clients to him. He provides exceptional, white-glove service from origination through to closing.
Frequently Asked Questions About Edward Jones - Financial Advisor: Herman Venegas, CFP®
What financial services does Edward Jones - Financial Advisor: Herman Venegas provide?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient strategies, and face-to-face financial advice tailored to individual needs.
Where is Edward Jones - Financial Advisor: Herman Venegas located?
The office is located at 57 Mill Street North, Suite 207, Brampton, ON, L6X1S9, Canada.
What are the business hours for Edward Jones in Brampton?
Edward Jones is open Monday 8:00-20:00, Tuesday 8:00-17:00, Wednesday to Friday 8:00-20:00, Saturday 8:00-15:00, and closed on Sunday.
How can I contact Herman Venegas, the financial advisor, via email or phone?
You can email herman.venegas@edwardjones.com or call the local number +1 437-371-5180 or the main number +1 905-458-5771.
Does Edward Jones - Financial Advisor Herman Venegas offer online appointment reservations?
Yes, you can schedule appointments online via their contact page at https://www.edwardjones.ca/ca-en/financial-advisor/herman-venegas/contact/.
Is there a retirement planning calculator available through Edward Jones?
Yes, Edward Jones provides a retirement savings calculator at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help you prepare for retirement.
What language is used for consultations at Edward Jones - Herman Venegas?
Consultations are conducted in English.
What nearby services could I visit along with Edward Jones at 57 Mill Street North?
Near Edward Jones, you can find Realtor Nancy Ojha for real estate needs and The Aura House - Brampton for yoga and fitness, providing convenient opportunities to combine financial planning with other personal activities.
Are there any wellness or health services near Edward Jones in Brampton?
Yes, nearby wellness options include Beanstalk Health Centre for spa services and Nirvana Wellness Centre, which offers chiropractic and holistic health treatments.
Can I combine my visit to Edward Jones with childcare or educational services nearby?
Absolutely, Ontario Early Years Centre and Peekaboo Childcare are close by and provide daycare and preschool services, making it convenient for clients with children.