Edward Jones - Financial Advisor: George Paolucci, CFP®

5.0
1 review

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: George Paolucci, CFP®
82 Main Street, Erin, ON
N0B1T0, Canada

Hours

Reviews

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  • PP
    Patti Pokorchak
    Aug 25, 2022
    5.0
    I have been working with George since 2009, at first giving him only a portion of my savings, then eventually transferring ALL of my savings to him. I can recommend him wholeheartedly and without reservation as THE best (and nicest!) financial adviser I've ever worked with. With his expert advice, my returns are almost 7% net after commissions! No matter what is happening in the world, I can sleep well knowing George is looking after my portfolio. He's not constantly buying and selling to increase his commissions. We have a comprehensive annual review where he rebalances my portfolio. And I've made money every year with him even with the market ups and downs. You cannot go wrong working with George! And his office staff - Judy and Gayle are exceptional nice and efficient and so wonderful to deal with.

Frequently Asked Questions About Edward Jones - Financial Advisor: George Paolucci, CFP®

What types of financial services does Edward Jones - Financial Advisor: George Paolucci, CFP® offer?

They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.

Where is Edward Jones - Financial Advisor: George Paolucci, CFP® located?

The office is located at 82 Main Street, Erin, ON, N0B1T0, Canada.