Business Details
About
Investment ServiceEdward Jones
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
25 reviews
5 stars
25
4 stars0
3 stars0
2 stars0
1 star0
- RCRob CooperDec 17, 20255.0We have been working with Joe for the past 16 years and his insight and guidance has been extremely helpful in navigating the up and downs of the market. From the beginning we were able to identify our goals and the approach that didn't just meet the goals it exceeded them. I would highly recommend Joe and his team for your investment needs.
- 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.
- MMMelJun 7, 20245.0My wife and I have been Joe's client for 15+ years. He has been a trusted advisor that we have consistently relied upon for sound and insightful guidance. Over the years, we were confident to refer our children and other family members to become clients. We can't say enough good things!
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.