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: David J Illingworth, CFP®
470 Bronte St. South, Milton, ON
L9T2J4, Canada
Hours
Reviews
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- DGDustin GrahamDec 7, 20255.0We've worked with David for years and cannot recommend him highly enough. Dave has been instrumental in helping us navigate every major financial decision in our lives - from creating a full financial plan tailored to our goals, to guiding us through the complexities of our home sale when we relocated to the United States. What sets Dave apart is his trustworthy, no-pressure approach. He takes the time to truly understand your situation and provides professional guidance without ever making you feel rushed into decisions. Whether we needed advice on investing strategies, restructuring our accounts, or understanding how to handle major life changes, Dave has always been there as a knowledgeable resource. When we moved to the U.S., Dave went above and beyond by introducing us to a highly reputable local advisor to ensure continuity in our financial planning. This kind of care and attention is exactly why multiple family members and friends also use his services. Dave has helped us with everything from day-to-day investment decisions to complex situations involving property sales and major financial transitions. His expertise and genuine commitment to his clients' best interests make him an invaluable partner in financial planning. We will continue to work with Dave and wouldn't hesitate to refer anyone looking for a dedicated, knowledgeable financial advisor.
- JSJames SnowNov 10, 20255.0David is an extremely professional and very approachable person. We met with him, went over our current and future needs and together we came up with a plan going forward. We have been very happy with his and our investment performance. Part of our requirements involved an inheritance and estate planning going forward. His knowledge of estates and tax planning is excellent. We meet twice a year to review and plan ahead which is always a calm and easy meeting. He listens and applies no pressure. I have recommended David to a number of people and they continue to be very happy with him as well.
Frequently Asked Questions About Edward Jones - Financial Advisor: David J Illingworth, CFP®
What services does Edward Jones - Financial Advisor: David J Illingworth offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, investment management, and financial advising.
What are the regular business hours for Edward Jones - Financial Advisor: David J Illingworth?
The office is open Monday to Friday from 9:00 AM to 4:00 PM and is closed on Sundays.
Can I schedule an appointment on Saturdays?
Yes, appointments on Saturdays are available by appointment only.
What is the contact phone number for Edward Jones - Financial Advisor: David J Illingworth?
You can reach them at +1 905-864-9912.
How can I contact David J Illingworth via email?
You can email David Illingworth at david.illingworth@edwardjones.com.
Where is Edward Jones - Financial Advisor: David J Illingworth located?
They are located at 470 Bronte St. South, Suite 210, Milton, ON, L9T 2J4, Canada.
Are there any health-related facilities near Edward Jones on Bronte St. South?
Yes, nearby health facilities include LifeLabs Medical Laboratory Services, Primecare Family Health Team, Alliance Dental Clinic, and Hibbert & Associates Foot Clinic which could be convenient for clients seeking medical services before or after their financial appointments.
What dining options are available near Edward Jones at 470 Bronte St. South?
Nearby dining options include Taza Xpress Bronte, a Middle Eastern and Mediterranean restaurant, and Papa Johns for pizza and fast food, perfect for a meal before or after financial consultations.
Are there educational or family services close to Edward Jones - Financial Advisor?
Yes, nearby educational and family services include Sweet Pea Daycare, ICAN Education Milton, Grade Learning Milton, Best Brains Learning Center, and Safari Children's Dentistry, which can support clients with families visiting the area.
How can I book a consultation or get in touch online with David J Illingworth?
You can schedule a meeting and contact David Illingworth through his reservation page at https://www.edwardjones.ca/ca-en/financial-advisor/david-illingworth/contact/.