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: Joseph Carbonara, CIM®|CEA®
1540 Cornwall Road, Oakville, ON
L6J7W5, Canada
Hours
Reviews
5.0
8 reviews
5 stars
8
4 stars0
3 stars0
2 stars0
1 star0
- JIJamie ImhoffFeb 22, 20235.0We have had the pleasure of having Joe as our financial advisor for about 7-8 years now. We had never had a financial advisor as we were still young, and had barely considered our future finances. Joe has helped us every step of the way to figuring out the best way to save for our future. I would never trust anyone else with our financial future!!!
- KJKelly JacksonFeb 17, 20235.0Joe is extremely knowledgeable and honest. I have had numerous financial advisors that were not engaged with me or concerned with my financial goals. I found Joe and have been dealing with him for years because he truly cares about his clients financial goals and assisting them in doing what he can to reach them. I trust him implicitly with my finances and this is why I would recommend him to anyone looking for a financial advisor!
- DDDomenicSep 4, 20185.0I have had the pleasure of having Joseph as my financial advisor for three years now. During that time I have received Joseph's honest professional opinion based on my best interests and goals. I am exceptionally happy with the amount of effort continuously Joseph puts towards his job. Thanks Joseph for the continuous hard work.
Frequently Asked Questions About Edward Jones - Financial Advisor: Joseph Carbonara, CIM®|CEA®
What services does Edward Jones - Financial Advisor: Joseph Carbonara offer?
The advisor offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the office hours for Edward Jones - Financial Advisor: Joseph Carbonara?
The office is open Monday to Friday from 9:30 AM to 8:00 PM, Saturday from 10:00 AM to 2:00 PM, and closed on Sundays.
Where is Edward Jones - Financial Advisor: Joseph Carbonara located?
The office is located at 1540 Cornwall Road, Unit 103, Oakville, ON, L6J7W5, Canada.
How can I schedule an appointment with Joseph Carbonara?
You can make an appointment by visiting the contact page at https://www.edwardjones.ca/ca-en/financial-advisor/joseph-carbonara/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Joseph Carbonara?
English is the primary language spoken at this location.
What is Edward Jones's privacy policy related to client data?
Information about how Edward Jones uses and protects your data is available on their Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.
Are appointments required to visit Edward Jones - Financial Advisor: Joseph Carbonara?
Appointments are offered by appointment only on Mondays through Saturdays in addition to normal hours.
What nearby financial services are close to Edward Jones - Financial Advisor: Joseph Carbonara?
Nearby financial services include Kingsmen Capital Investments, The Magnes Group Inc, Marlatt Insurance, Cumming & Cumming Wealth Management Inc, and CIBC, offering a range of financial advising and investment services.
What legal services are located near Edward Jones in Oakville?
Nearby legal services include Spadafora & Murphy LLP, Leslie J. Smith Professional Corporation, Stevenson Whelton MacDonald & Swan LLP, and Leslie J Smith Professional Corp, which offer various legal and real estate services.
Which nearby healthcare and wellness facilities can I visit around Edward Jones?
Nearby healthcare and wellness options include Canadian Digestive Health Foundation, CMHA Halton Region Branch, AOS Physiotherapy, various dental offices like Maple Grove Dental Office, and wellness places like Spa Culture Inc. and The Glow Club.