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: Kevin Wang
104-2904 South Sheridan Way, Oakville, ON
L6J7L7, Canada
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Kevin Wang
What types of financial services does Edward Jones - Financial Advisor: Kevin Wang provide?
This Edward Jones advisor offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, and investment management to meet individual client goals.
What are the office hours for Edward Jones - Financial Advisor: Kevin Wang?
The office is open Monday to Friday from 9:00 AM to 5:00 PM and is closed on Saturdays and Sundays, except by appointment.
How can I schedule an appointment with Kevin Wang at Edward Jones?
You can schedule an appointment through their contact page at https://www.edwardjones.ca/ca-en/financial-advisor/k-wang/contact/ or email k.wang@edwardjones.com directly.
Where is Edward Jones - Financial Advisor: Kevin Wang located?
The office is located at 104-2904 South Sheridan Way, Oakville, ON L6J7L7, Canada.
Does Edward Jones - Financial Advisor: Kevin Wang offer services in any languages other than English?
Services are offered in English.
What online tools does Edward Jones provide to help with retirement planning?
Edward Jones offers a Retirement Savings Calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help clients prepare for their future.
Are there other financial advisors near Edward Jones - Financial Advisor: Kevin Wang?
Yes, nearby financial advisors include Edward Jones - Financial Advisor: Christopher L Erlindson and 7 Park Avenue Financial, which can offer alternative perspectives or additional services.
What nearby services can help with mortgage needs around Edward Jones - Financial Advisor: Kevin Wang?
Nearby mortgage brokers such as Best Rate Financial Limited, Laurie Furness, and Yuvraj Arora-Mortgage Agent can assist with mortgage services complementing your financial planning.
Are there local health and wellness services close to Edward Jones - Financial Advisor: Kevin Wang?
Yes, nearby options include Goldtana Medspa for medical spa services, Honu Mental Health, Counselling and Co, Therapeutic Collective Oakville, and Paterson Wellness for counseling and mental health support.
How can the location of Edward Jones - Financial Advisor: Kevin Wang benefit me if I'm also visiting local businesses?
Being located near services like travel agents (Cruisenet Travel Inc), insurance agencies (Andrew Heideman Desjardins Insurance), and professional services (Pearl Strategy) allows you to conveniently manage various financial and personal needs in one visit.