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: Steven Case
1405 Bloor Street, Courtice, ON
L1E0A1, Canada
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Steven Case
What services does Edward Jones - Financial Advisor: Steven Case provide?
Edward Jones - Financial Advisor: Steven Case offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stock & bond brokerage, and investment management.
Where is Edward Jones - Financial Advisor: Steven Case located?
The office is located at 1405 Bloor Street, Suite 208, Courtice, ON, L1E0A1, Canada.
What are the office hours for Edward Jones - Financial Advisor: Steven Case?
The office is open Monday to Friday from 9:00 AM to 5:00 PM and is available by appointment only on Saturdays and Sundays.
How can I contact Steven Case at Edward Jones?
You can contact Steven Case by phone at +1 905-725-4142 or via email at steven.case@edwardjones.com.
Is there an online appointment booking option for Edward Jones - Financial Advisor: Steven Case?
Yes, you can schedule an appointment through their online contact page at https://www.edwardjones.ca/ca-en/financial-advisor/steven-case/contact/.
What languages are spoken at the Edward Jones - Financial Advisor: Steven Case office?
The office services clients in English.
Which nearby financial institutions could I visit before or after meeting Steven Case?
Nearby financial institutions include BMO Bank of Montreal and another Edward Jones financial advisor office (Aidan S Case), which might be convenient for related banking or advisory needs.
Are there any nearby dining options around Edward Jones - Financial Advisor: Steven Case?
Yes, nearby dining options include Mamma's Pizza, Anokhi Fine Dining (Indian cuisine), Golden Pine (Chinese/Asian cuisine), and Tim Hortons for coffee and casual dining.
What nearby amenities can customers visit for health and wellness after their appointment?
Customers can visit nearby amenities such as Pillwise Pharmacy, IDA Pillwise Pharmacy, Longworth Dental Courtice, V Care Physio Chiro, and Leisureworld retirement home and health facility.
What is Edward Jones - Financial Advisor: Steven Case's approach to personal financial advice?
They provide tailored financial advice through one-on-one consultations designed to fit individual client needs and financial goals, helping clients feel confident and secure about their financial future.