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: William M Zhang, CFP®
60 Columbia Way, Markham, ON
L3R0C9, Canada
Hours
Reviews
5.0
2 reviews
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1 star0
- KWKingsley WeltonJan 30, 20225.0Edward Jones invests in quality Dividend stocks, and always picks those that are considered a Buy Rating. This gives customers comfort that the good stocks will weather market turmoil. Will Zhang communicates very well with his customers and ensures we are aware of all changes, or activity that might affect our investments.
- KLKevin LauNov 25, 20195.0William is a caring and knowledgeable advisor. Really wants to help you achieve your financial goals and not pushy. Much better personalized service than the bank and better selection of investment options.
Frequently Asked Questions About Edward Jones - Financial Advisor: William M Zhang, CFP®
What are the regular business hours for Edward Jones - Financial Advisor: William M Zhang, CFP®?
The advisor is open Monday to Friday from 8:30 AM to 4:30 PM and is closed on Sundays. Saturdays are by appointment only.
Where is Edward Jones - Financial Advisor: William M Zhang, CFP® located?
The office is located at 60 Columbia Way, Suite 101, Markham, ON, L3R0C9, Canada.
How can I contact William M Zhang for financial advice?
You can contact William M Zhang by phone at +1 905-415-2036 or by email at william.zhang@edwardjones.com.
Does William M Zhang offer online resources to help with retirement planning?
Yes, you can use their retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
What types of financial services does Edward Jones - William M Zhang provide?
Services include financial advising, investment management, stocks & bonds brokerage, retirement planning, and tax-efficient investment strategies.
Do I need an appointment to meet Edward Jones financial advisor on a Saturday?
Yes, Saturday visits are by appointment only. Regular walk-in hours are Monday to Friday.
What language is spoken at Edward Jones - Financial Advisor: William M Zhang, CFP®?
The services are provided in English.
Are there any places nearby where I could grab coffee before or after a meeting at Edward Jones?
Yes, The Office Grind is a nearby coffee shop and cafe where you can relax before or after your appointment.
What other financial advisors or services are located near William M Zhang's office?
Nearby financial advisors and related services include Paulson Ong - Financial Advisor, Frank Ortencio, Jinxi Financial, Keybase Financial Group, and BDO Debt Solutions.
Is there legal or professional service support near Edward Jones - Financial Advisor: William M Zhang?
Yes, nearby professional and legal service providers include Wilson Vukelich LLP (legal services), Alpha Business Marketing (marketing agency), and Global Reward Solutions Inc. (professional services).