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 Valpy, CIM®
245 Menten Place, Ottawa, ON
K2H9E8, Canada
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Joe Valpy, CIM®
What services does Edward Jones - Financial Advisor: Joe Valpy, CIM® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the regular business hours for Edward Jones - Financial Advisor: Joe Valpy?
Monday, Wednesday, and Friday from 9:00 AM to 5:00 PM; Tuesday and Thursday from 9:00 AM to 9:00 PM. The office is closed Sundays and Saturdays by appointment only.
How can I book an appointment with Joe Valpy at Edward Jones?
You can schedule an appointment through their online contact form available at https://www.edwardjones.ca/ca-en/financial-advisor/joe-valpy/contact/.
Where is Edward Jones - Financial Advisor: Joe Valpy located?
They are located at 245 Menten Place, Suite 103, Ottawa, ON, K2H9E8, Canada.
In which language are the services at Edward Jones - Financial Advisor: Joe Valpy offered?
Services are offered in English.
How can I contact Edward Jones - Financial Advisor: Joe Valpy by phone or email?
You can call +1 613-596-6813 or email joe.valpy@edwardjones.com.
What are some nearby real estate services near Edward Jones - Financial Advisor: Joe Valpy?
Nearby real estate agents and services include Mathew Duchesne - Coldwell Banker Realty, Aruna Dan Peiris - Realtor, and Keller Williams VIP Realty, which might be helpful if you're looking into property investments.
Are there convenient parking options near Edward Jones office?
Yes, nearby parking options include 303 Moodie Drive and SP+ Parking, which facilitate easy access to the office by car.
Which nearby financial institutions complement services offered by Edward Jones - Financial Advisor: Joe Valpy?
Nearby financial service providers include RBC Dominion Securities Inc. and a RBC Royal Bank ATM, useful for investment and banking needs.
What online resources does Edward Jones offer to help with retirement planning?
They provide an online retirement savings calculator to help clients prepare for their future, available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.