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: Joe Di Flumeri, CFP®
1050 Simcoe St. N., Oshawa, ON
L1G4W5, Canada
Hours
Reviews
5.0
24 reviews
5 stars
24
4 stars0
3 stars0
2 stars0
1 star0
- KCKathy ChateauvertSep 8, 20255.0Truly professional service from Joe and his staff over the years. Sincere and honest advice and a pleasure to visit for an update every time!
- MPMaria PariseJul 30, 20255.0Joe has been our financial advisor for both my husband and I for over 15 years and our investment portfolio is doing very well under his guidance. He is very professional, knowledgeable and good at what he does. He always takes the time to answer any questions or concerns we have, and we really appreciate that. In addition, he is always giving us great financial advice, and we trust his expertise in the field. We are extremely happy with Joe and his Team and would highly recommend them to friends and family!
- RSRod SturgeJul 13, 20255.0I highly recommend Joe. When we first met 10 years ago, I shared my financial goals with him, and together we built a plan to achieve them. We’ve followed that plan, and today, I’m seeing higher returns year after year. Even in years when the market is down, I’m still in the positive. I can’t recommend Joe enough.
- PHPaul HarrisJun 9, 20255.0We have dealt with Joe for many years for our financial advise and we have always found him to be very knowledgable, gives very good advice and is very willing to answer any questions. He has always advised us if we have needed to go in another direction for our investments if it would be a benefit for us, which we have appreciated. Paul and Sue
- TJTheresa JayMay 28, 20255.0I would highly recommend Joe Di Flumeri to my family and friends! I have been a client of Joe’s for a number of years and my investments have done very well. Joe is kind, professional, knowledgeable and listens to your needs and questions. We have developed a portfolio that I’m comfortable with and Joe understands our approach. He welcomes questions and always there to answer and assist in anyway needed! Joe’s Administration Manager Judy is a wonderful person and is always willing to help in any way! Great team work and happy to be a client!
Frequently Asked Questions About Edward Jones - Financial Advisor: Joe Di Flumeri, CFP®
What financial services does Edward Jones - Financial Advisor: Joe Di Flumeri, CFP® offer?
They offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds management, and financial advisory services.
Where is Edward Jones - Financial Advisor: Joe Di Flumeri, CFP® located?
Their office is located at 1050 Simcoe St. N., Unit 4, Oshawa, ON, L1G4W5, Canada.
What are the business hours for Edward Jones - Financial Advisor: Joe Di Flumeri, CFP®?
They are open Monday to Friday from 9:00 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I contact Joe Di Flumeri for financial advice?
You can contact Joe Di Flumeri via phone at +1 905-571-6180 or email joe.diflumeri@edwardjones.com.
Is it possible to schedule a consultation online with Edward Jones - Financial Advisor: Joe Di Flumeri?
Yes, you can schedule a consultation through their contact page at https://www.edwardjones.ca/ca-en/financial-advisor/joe-diflumeri/contact/.
Does Edward Jones provide resources to help with retirement planning?
Yes, they offer a retirement savings calculator to help clients prepare for their financial future at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
What language is primarily spoken at the Edward Jones Oshawa office?
English is the primary language spoken at this office.
What nearby services can be helpful when visiting Edward Jones - Financial Advisor: Joe Di Flumeri?
Nearby services include Easy Taxes & Accounting for tax help, Penny Masters - Desjardins Insurance Agent for insurance needs, and RBC Royal Bank for banking services.
Are there any nearby places to visit after your financial appointment with Edward Jones?
You can visit local spots nearby such as Dairy Queen for a quick snack, Halibut House Fish and Chips for seafood dining, or Among various beauty salons like Veron's Studio and World Class Barber Shop for personal care.
How can nearby transportation or service points help customers reach Edward Jones' office?
The CAA Store - Oshawa nearby offers automotive and travel assistance, which might be helpful if you need roadside service or travel information on your way to Edward Jones.