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: Trish McNamee
986 2nd Avenue East, Owen Sound, ON
N4K2H6, Canada
Hours
Reviews
5.0
1 reviews
5 stars
1
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1 star0
- KLKatherine LindseyApr 17, 20205.0Best financial advisor out there!
Frequently Asked Questions About Edward Jones - Financial Advisor: Trish McNamee
What personalized financial services does Edward Jones - Financial Advisor: Trish McNamee offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client goals.
Where is Edward Jones - Financial Advisor: Trish McNamee located?
The office is located at 986 2nd Avenue East, Owen Sound, ON N4K2H6, Canada.
What are the regular business hours for Edward Jones - Financial Advisor: Trish McNamee?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and closed on Sundays and Saturdays, with Saturday hours available by appointment only.
How can I make an appointment or contact Edward Jones - Financial Advisor: Trish McNamee?
You can make an appointment or contact the advisor via email at trish.mcnamee@edwardjones.com, by phone at +15193711956, or through the online contact form.
Does Edward Jones - Financial Advisor: Trish McNamee offer services in any language other than English?
Services are provided in English.
Where can I find useful tools to plan my retirement with Edward Jones?
Edward Jones offers a Retirement Savings Calculator available online to help you prepare for your future.
What nearby restaurants can I visit when going to Edward Jones - Financial Advisor: Trish McNamee?
You can visit nearby restaurants such as Hong Thai Restaurant, The Curry House (Indian cuisine), Channing Chinese Restaurant, and Fuego wood fired pizza before or after your appointment.
Are there any nearby financial or insurance services close to Edward Jones?
Yes, nearby financial services include another Edward Jones office, CIBC Branch with ATM, Nicol Insurance Inc., and Sound Life Solutions Corp insurance agency.
What shopping options are available near Edward Jones - Financial Advisor: Trish McNamee?
Nearby shopping includes Michael's Home Grown Hydroponics Owen Sound, ProSport Fan Shop, Looney Tooney Inc (discount store and pub), D.C. Taylor Jewellers, and Phoenix Book Store.
What types of investment products does Edward Jones - Financial Advisor: Trish McNamee provide?
Services include stocks and bonds brokerage, investment management, funds investment, and financial advisory tailored to individual needs.