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: Naveed A Lotia
2550 Argentia Road, Mississauga, ON
L5N5R1, Canada
Hours
Reviews
5.0
12 reviews
5 stars
12
4 stars0
3 stars0
2 stars0
1 star0
- GMGaurav MathurAug 18, 20245.0It has been a pleasure doing business with Naveed and Edward Jones. Naveed is our financial advisor and is very professional and knowledgeable. He gives timely and insightful guidance to manage our portfolio well. I’ll recommend Naveed to anyone looking for financial advice.
- OIOsh IrumhekhaJul 29, 20245.0My wife and I have had Naveed Lotia as our Financial Advisor since sometime in 2020. Working with Naveed has been an incredible experience! His proactive and comprehensive approach to financial planning and advisory has given us great peace of mind. He talkes the time to understand our unique situations and provides us with tailored advice that aligns well with our goals. For us, it's like having a "big brother" in your corner, always looking out for your best interests. I highly recommend Naveed for anyone seeking top-notch financial guidance and support. Thanks so much, Naveed for your sage advice always!
- RSRob SinghJul 19, 20245.0My wife and I have been using Naveed's services at Edward Jones for close to 4 years. Many times it appears that Naveed is more concerned about our finances then we are; he is the one who proactively suggests strategies on investments as the market changes and he schedules reviews to go over the performance of our investments. He diligently follows up with calls/emails and texts even when it may take us a few days to respond. This is the type of advisor that will truly look after the growth of your investments from a personal standpoint. Kuddos to his staff Marie and Mussarat who are equally as attentive. Thanks!
- HKHanu KaravadiJul 8, 20245.0I am Edward Jones client from 2018 and Naveed had been our financial advisor right from 2018. Naveed is a perfect gentleman, listens to our needs, aspirations financial goals and advises us accordingly. Naveed invests our money with the same care and diligence as his own money. I and my wife have our joint non-registered and our individual RRSP RRIF LIERA TFS portfolios managed by Naveed and EJ for the last 5+ years. All the accounts have been performing with consistent good returns as per the risk profile we opted. Naveed regularly reviews our accounts performance with us and make adjustments as per the changes in our life like retirement and ever changing market conditions. I am very happy to have been associated with Naveed and EJ. I wish Naveed all the best. Hanumantha and Madhubala Karavadi
- KMKendall MJul 5, 20245.0Naveed has been fantastic! Clear advice, personalized plans and always looking out for my best interest. Highly recommend!
Frequently Asked Questions About Edward Jones - Financial Advisor: Naveed A Lotia
What services does Edward Jones - Financial Advisor: Naveed A Lotia provide?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies with tailored face-to-face consultations.
What are the regular office hours for Edward Jones - Financial Advisor: Naveed A Lotia?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and is closed on Sundays. Saturdays are by appointment only.
Where is Edward Jones - Financial Advisor: Naveed A Lotia located?
It is located at 2550 Argentia Road, Suite 208, Mississauga, ON, L5N5R1, Canada.
How can I contact Edward Jones - Financial Advisor: Naveed A Lotia?
You can contact them by phone at +1 905-286-9325 or email at naveed.lotia@edwardjones.com.
Is it possible to schedule an appointment online with Edward Jones - Financial Advisor: Naveed A Lotia?
Yes, you can schedule an appointment through their contact page at https://www.edwardjones.ca/ca-en/financial-advisor/naveed-lotia/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Naveed A Lotia?
English is the language spoken at this office.
Are there any nearby mortgage brokers to Edward Jones - Financial Advisor: Naveed A Lotia?
Yes, Valueskymortgages and The Mortgage Centre are nearby mortgage brokers you might consider when managing your financial plans.
Can I find educational services near Edward Jones - Financial Advisor: Naveed A Lotia?
Yes, nearby educational institutions include ITechSkills Academy for test preparation and computer coaching, and Al-Manarat Academy Weekend School for elementary and preschool education.
What nearby recreational options are available close to Edward Jones - Financial Advisor: Naveed A Lotia?
You can visit International Soccer Club Mississauga for sports activities or Ray Yoga Studio for yoga and fitness, both located nearby.
How can nearby services like Dean and Associates Accounting complement my visit to Edward Jones?
Dean and Associates Accounting, located nearby, provides accounting and financial trust services which can support your investment planning with Edward Jones for holistic financial management.