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: Steve McIlroy, FMA
266 Beechwood Avenue, Ottawa, ON
K1L8A6, Canada
Hours
Reviews
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- RBRobin BrowneOct 7, 20245.0As part of an inheritance I opted to set up an annuity which is a fairly complex process involving lots of paperwork. Sandie led me through the maze of paperwork. Steve encouraged me to continue with the process even though it appeared to be daunting. I now have a Sun Life annuity which gives me income each month. Thanks Sandie and Steve :-)
- PBPaul BoudreauDec 12, 20185.0Steve and his staff provide excellent service, very satisfied client for many years, proactively work with you over the year, and have a very useful website to use.
Frequently Asked Questions About Edward Jones - Financial Advisor: Steve McIlroy, FMA
What financial services does Edward Jones - Financial Advisor: Steve McIlroy offer?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, and investment management tailored to individual client needs.
What are the business hours for Edward Jones - Financial Advisor: Steve McIlroy?
The office is open Monday to Friday from 8:30 AM to 5:00 PM and is closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Steve McIlroy located?
The office is located at 266 Beechwood Avenue, Ottawa, ON, K1L8A6, Canada.
How can I contact Edward Jones - Financial Advisor: Steve McIlroy?
You can contact Steve McIlroy via phone at +1 613-742-6811 or email at steve.mcilroy@edwardjones.com.
Does Edward Jones - Financial Advisor: Steve McIlroy provide advice in multiple languages?
Services are provided in English.
How can I schedule a consultation with Edward Jones - Financial Advisor: Steve McIlroy?
You can schedule a consultation through their contact page at https://www.edwardjones.ca/ca-en/financial-advisor/steve-mcilroy/contact/.
Are there any nearby insurance agencies to Edward Jones on Beechwood Avenue?
Yes, Rowat Insurance Brokers is nearby, which could be useful if you need to coordinate your financial planning with insurance needs.
What nearby medical or health services are close to Edward Jones - Financial Advisor: Steve McIlroy?
Nearby health-related services include Beechwood Animal Hospital, HearingLife audiologist, Dr Luc Ducharme (dentist), Athlete's Care Beechwood (medical center and physical therapy), and Ross Ea Medicine Prof hospital.
Are there places to relax or enjoy food near Edward Jones on Beechwood Avenue?
Yes, you can visit The Kavanaugh cafe and coffee shop, The Soca Kitchen Latin American restaurant, or Sundae School ice cream shop nearby to relax before or after your financial appointment.
What notable landmarks are near Edward Jones - Financial Advisor: Steve McIlroy?
Nearby landmarks include Beechwood Cemetery and the National Military Cemetery, both significant landmarks and public service locations.