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: Richard Nelson, CFP®
635 Fourth Line, Oakville, ON
L6L5W4, Canada
Hours
Reviews
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- AGA GDec 11, 20195.0Richard has gone above and beyond, thank you!
- JWJINXING WANGDec 6, 20195.0Easy to access from HWY QEW ! Many parking available! Friendly people and very professional services!
- CEChris ElzingaAug 31, 20185.0Richard is a great financial advisor. I've known him for years now and am very happy to have him manage my money. He's realistic with what he says he can do for me, and I really appreciate it. I wouldn't trust an advisor that claims he can do leaps and bounds above anyone else. Richard is current, confident, reliable, trusting and always available.
Frequently Asked Questions About Edward Jones - Financial Advisor: Richard Nelson, CFP®
What types of financial services does Edward Jones - Financial Advisor: Richard Nelson, CFP® offer?
They provide 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: Richard Nelson, CFP®?
The office is open Monday to Friday from 8:30 AM to 5:00 PM, with extended hours until 8:00 PM on Wednesday. It is closed on Saturdays and Sundays except by appointment.
Where is Edward Jones - Financial Advisor: Richard Nelson, CFP® located?
The office is located at 635 Fourth Line, Unit #10, Oakville, ON, L6L5W4, Canada.
How can I contact Richard Nelson, the financial advisor at Edward Jones?
You can contact Richard Nelson by phone at +1 905-842-4911 or by email at richard.nelson@edwardjones.com.
Is it possible to book an appointment with Edward Jones - Financial Advisor: Richard Nelson online?
Yes, appointments can be booked online through the contact reservation page at https://www.edwardjones.ca/ca-en/financial-advisor/richard-nelson/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Richard Nelson, CFP®?
English is spoken at this office.
How does Edward Jones help clients prepare for retirement?
They offer tailored retirement planning services and provide tools such as a retirement savings calculator to help clients prepare for their future.
What nearby places can I visit before or after meeting with Edward Jones - Financial Advisor: Richard Nelson?
Nearby you can visit Kumon Math & Reading Centre for tutoring, Hammond Chiropractic for holistic health care, or Machu Picchu Restaurant for Peruvian seafood dining.
Are there convenient shopping options near Edward Jones - Financial Advisor: Richard Nelson?
Yes, Pineoak Minimart and M&M Food Market are nearby for groceries and convenience shopping.
What transportation or business centers are close to Edward Jones - Financial Advisor: Richard Nelson?
Edward Jones is near Canada Post for postal services and Accenture business offices, which could be useful for customers conducting business in the area.