Edward Jones - Financial Advisor: Lucian J Vermeulen, CFP®|CIWM|CIM®|FCSI®
4.511 reviews
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: Lucian J Vermeulen, CFP®|CIWM|CIM®|FCSI®
7 Edinburgh Road South, Guelph, ON
N1H5N8, Canada
Hours
Reviews
4.5
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- SKSusan KeddieFeb 28, 20245.0I reached out to Perry Hart over a year ago when I needed help transferring an RDSP out of a bank and into my name. It was a long, frustrating, and drawn out process but Perry stuck with it, doing all he could to make it happen. He always communicated well, gave me suggestions to take back to the bank when we hit yet another road block, and researched the obscure CRA rules so we were on firm ground. Now that this transfer is done, I look forward to our continued working relationship.
- SSSriMar 14, 20215.0Luke is very knowledgeable at what he does. He is a patient listener. He fully understands my short term and long term financial goals and strives hard to implement them. He always keeps in touch to stay updated of any changes to my financial plans. He also helped me find the best term life insurance policy.
- LSLaura SoleMar 9, 20205.0Lucian is an excellent Financial Advisor who cares about all his clients and puts their needs first. His level of integrity, professionalism, and honesty is second to none. I am very pleased with my portfolio and the level of service I receive from his office. I highly recommend him.
Frequently Asked Questions About Edward Jones - Financial Advisor: Lucian J Vermeulen, CFP®|CIWM|CIM®|FCSI®
What are the regular business hours for Edward Jones - Financial Advisor: Lucian J Vermeulen?
The office is open Monday to Friday from 8:30 AM to 4:30 PM and closed on weekends except by appointment on Saturdays.
Can I schedule an appointment on Saturdays?
Yes, Edward Jones offers services by appointment only on Saturdays.
What financial services does Edward Jones provide?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and stock and bond brokerage.
Where is Edward Jones - Financial Advisor: Lucian J Vermeulen located?
The office is located at 7 Edinburgh Road South, Suite 4, Guelph, ON, N1H5N8, Canada.
How can I contact Edward Jones - Financial Advisor Lucian J Vermeulen?
You can call the local phone number +1 519-826-7951 or email lucian.vermeulen@edwardjones.com for inquiries.
Is there an online tool offered by Edward Jones to help with retirement planning?
Yes, Edward Jones provides a retirement savings calculator available on their website to help you prepare for your future.
Are there any real estate agents near Edward Jones' office in Guelph?
Yes, nearby real estate professionals include Amelia Burke-Filewod of KW Home Group Realty, John Bertrand Realtor, Beth and Ryan Waller, and several others.
What nearby services could complement a visit to Edward Jones?
Nearby services include several real estate agents, property management like Platform at The Junction, accounting services at Wise Numbers Consulting Inc., and home cleaning from Aero Window Cleaning.
Are there any places to relax or dine near Edward Jones' location in Guelph?
Yes, Fixed Gear Brewing offers a brewery, restaurant, and beer garden experience nearby for relaxation before or after your appointment.
How does Edward Jones ensure personalized financial advice?
Edward Jones provides tailored investment guidance through face-to-face consultations, focusing on individual client needs and goals to help ensure a confident financial future.