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: Eugenia Phelan
37 Main Street East, Grimsby, ON
L3M1M7, Canada
Reviews
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- EPErica PhillipsSep 8, 20245.0So happy to have Eugenia as my Financial Advisor. She always takes time to listen to my financial goals and has worked with me over the years as those goals have evolved. I know that I can depend on Eugenia's advice and I look forward to continuing to work with her!
- NFnicole funnellSep 6, 20245.0Eugenia is always so helpful, she's absolutely the best to work with!
Frequently Asked Questions About Edward Jones - Financial Advisor: Eugenia Phelan
What types of financial services does Edward Jones - Financial Advisor Eugenia Phelan provide?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds management, and investment management tailored to individual client goals.
How can I contact Edward Jones - Financial Advisor Eugenia Phelan for a consultation?
You can reach Edward Jones by calling +1 905-309-7566 or emailing eugenia.phelan@edwardjones.com. There's also an online reservation system for appointments at their website.
Where is Edward Jones - Financial Advisor Eugenia Phelan located?
The office is located at 37 Main Street East, Grimsby, ON, L3M1M7, Canada.
Does Edward Jones - Financial Advisor Eugenia Phelan offer services in languages other than English?
No, services are provided in English only.
Is Edward Jones - Financial Advisor Eugenia Phelan currently open?
Yes, the business is not closed and is available for consultation.
What online tools does Edward Jones offer to help with retirement planning?
They offer a Retirement Calculator tool which helps clients see if they are 'Retirement Ready'. You can access it on their website.
What nearby places can I visit when I come to Edward Jones at 37 Main Street East?
Nearby places include David Boersma (real estate agent), Premier Nutrition (health food store), and the Grimsby Farmers' Market, which you might visit before or after your financial consultation.
Are there any restaurants close to Edward Jones - Financial Advisor Eugenia Phelan for a meal after an appointment?
Yes, nearby dining options include Mun Hing Restaurant (Chinese cuisine), Town & Country Fish & Chips Restaurant (seafood), Amici's Pizzeria (Italian), and The Forty Public House (pub and bar).
Can I combine a visit to Edward Jones with shopping or wellness activities nearby?
Certainly, you can visit nearby shops like White Rhino Gifts or The Hair Supply Co., or enjoy wellness services at Euro Senses Day Spa and Grimsby Massage Therapy Clinic.
How can I find financial advice tailored specifically to me at Edward Jones - Financial Advisor Eugenia Phelan?
Edward Jones provides face-to-face consultations focused on your individual needs and goals to ensure personalized financial planning and investment advice.