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: Lisa E Currie, PFP®
501 Coldstream Drive, Oshawa, ON
L1K3B3, Canada
Hours
Reviews
4.9
42 reviews
5 stars
41
4 stars0
3 stars0
2 stars0
1 star
1
- CCCROOKSJun 28, 20245.0My wife and I have been using Lisa Currie as our financial advisor for over 13 years. We had a bad experience with a different advisor for 10 years prior to Lisa and were hesitant to try Edward Jones and Lisa Currie. We wish we had started using Lisa earlier. Lisa Currie is knowledgeable, professional, trustworthy, she listens and genuinely cares about you as a client. I can also say that Lisa is also able to refer excellent specialist for other issues that are not her expertise but that everyone will need at some point in their life. I highly recommend Lisa Currie.
- MSMark SheahanMay 6, 20245.0Lisa is great to work with. Very professional, readily available and spends the time needed to discuss all our needs. Highly recommend Lisa and her team.
- MCMeghan CrooksApr 27, 20245.0Lisa is an outstanding financial advisor who seamlessly blends personable charm with utmost professionalism. Her approachable demeanor instantly puts her clients at ease, fostering open communication and trust. Lisa's depth of knowledge and expertise in financial matters is evident in her tailored strategies and insightful advice. She helped us in crafting long-term financial plans and they are already coming to fruition. Lisa's dedication to her clients' financial well-being shines through. I give her business cards to my friends without hesitation because I want them to be rocking life with us with the great financial plan Lisa has put in place for us. 🤩
- BMBeth McWhorterOct 2, 20235.0Lisa is a phenomenal professional who takes the time to understand my comfort level and my life goals. Then produces a plan that fits together. Always happy to explain her reasons and her long term plan.
- SCSTEVE C.Feb 1, 20225.0We've been dealing with Lisa, Morgan and Samantha for years now. We always get the same warm welcome from all of them when we arrive. Lisa has done VERY well for us to the point of me retiring 2 yrs. early. A big huge thank you to you guys, you rock. I would highly recommend these fine professionals, they really do great work.
Frequently Asked Questions About Edward Jones - Financial Advisor: Lisa E Currie, PFP®
What are the regular business hours for Edward Jones - Financial Advisor: Lisa E Currie?
The office is open Monday to Thursday from 8:30 AM to 4:30 PM, Friday from 9:00 AM to 4:00 PM, and is closed on Saturdays and Sundays except by appointment on Saturdays.
Where is Edward Jones - Financial Advisor: Lisa E Currie located?
The office is located at 501 Coldstream Drive, Unit 3, Oshawa, ON L1K3B3, Canada.
What types of financial services does Edward Jones - Financial Advisor: Lisa E Currie offer?
Services include personalized investment management, retirement planning, education savings, tax-efficient investment strategies, stocks and bonds brokerage, and face-to-face financial advisory consultations.
How can I contact Lisa E Currie at Edward Jones?
You can reach the advisor by phone at +1 905-723-2633 or via email at lisa.currie@edwardjones.com.
Is there an online tool available to help with retirement planning?
Yes, Edward Jones provides an online retirement savings calculator available on their website to help you prepare and feel confident about your future.
Can I book an appointment online for financial advising?
Yes, appointments can be scheduled online through the Edward Jones contact page for Lisa E Currie.
What languages are supported at Edward Jones - Financial Advisor: Lisa E Currie?
Services are provided in English.
Are there any childcare centers nearby if I need to arrange care while visiting Edward Jones?
Yes, Children's Town Playcare Center and Providence Daycare Centre are nearby options offering day care and preschool services.
What local amenities are close to Edward Jones for convenience during my visit?
Circle K convenience store and coffee shop is nearby, which can be useful for refreshments before or after your appointment.
Are there any parks or recreational areas near Edward Jones for a relaxing break?
Yes, Ritson Fields Park, featuring soccer fields and outdoor activities, is nearby and a great place to visit before or after your financial consultation.