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: Marcelo Lino, CFA®
1540 Cornwall Road, Oakville, ON
L6J7W5, Canada
Reviews
5.0
1 reviews
5 stars
1
4 stars0
3 stars0
2 stars0
1 star0
Frequently Asked Questions About Edward Jones - Financial Advisor: Marcelo Lino, CFA®
What services does Edward Jones - Financial Advisor: Marcelo Lino, CFA® offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and stock and bond brokerage.
How can I schedule a consultation with Marcelo Lino at Edward Jones?
You can book a consultation through their contact page at https://www.edwardjones.ca/ca-en/financial-advisor/marcelo-lino/contact/.
Where is Edward Jones - Financial Advisor: Marcelo Lino located?
Their office is located at 1540 Cornwall Road, Oakville, ON, L6J 7W5, Canada.
What languages are spoken at Edward Jones with Marcelo Lino?
English is spoken at the Edward Jones office with Marcelo Lino.
Is Edward Jones - Financial Advisor: Marcelo Lino active on social media?
Yes, they have a Facebook page at https://www.facebook.com/137112926154945 and are on Twitter as @EdwardJones.
Does Edward Jones provide online tools to aid in retirement planning?
Yes, they offer a Retirement Calculator available at https://www.edwardjones.ca/ca-en/market-news-insights/financial-calculators/retirement-calculator.
What are some financial services close to Edward Jones - Financial Advisor: Marcelo Lino?
Nearby financial services include JCL Medical Systems, Marlatt Insurance, Kingsmen Capital Investments, and Cumming & Cumming Wealth Management Inc, which could complement your financial planning needs.
Are there banks near Edward Jones - Financial Advisor: Marcelo Lino for convenient transactions?
Yes, CIBC is nearby, and Kingsmen Capital Investments also offers bank-related financial services, which could be handy when managing your investments.
What health-related services are near Edward Jones that clients might need to visit before or after consultations?
Nearby health services include East Oakville Dental Centre, O & O Eyecare, CMHA Halton Region Branch, and Oakville Plastic Surgery & Medspa, which may be useful for clients focusing on overall well-being alongside financial planning.
How can I get in touch with Marcelo Lino directly?
You can contact Marcelo Lino via email at marcelo.lino@edwardjones.com or call the main phone number at +1 905-901-3171.