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: Joshua Orth
180 Mary St, Port Perry, ON
L9L1C4, Canada
Hours
Reviews
4.8
17 reviews
5 stars
16
4 stars0
3 stars0
2 stars0
1 star
1
- KTKimberlee TrippOct 27, 20255.0I had an excellent experience working with Joshua Orth. He took the time to understand my goals and explained complex concepts in a way that was easy to grasp. What stood out most was his genuine commitment to helping me make informed decisions. I always felt confident in his guidance, knowing he had my best interests in mind. His recommendations were thoughtful, strategic, and tailored to my unique situation. He made a potentially overwhelming process feel manageable and empowering.
- NSnelson santosOct 23, 20255.0Investing made easy! Josh is personable and always available for a chat. Always looking to guide you in the right direction and never compromising his integrity. I trust him 100% and would definitely recommend sitting down with him for a chat about your financial goals.
- AHAndrew HortaOct 17, 20255.0Excellent service and advice. Josh has made investing easy to understand and delivered great results. I trust them completely
Frequently Asked Questions About Edward Jones - Financial Advisor: Joshua Orth
What financial services does Edward Jones - Financial Advisor: Joshua Orth offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client goals.
Where is Edward Jones - Financial Advisor: Joshua Orth located?
The office is located at 180 Mary St, Suite 9, Port Perry, ON, L9L1C4, Canada.
What are the business hours for Edward Jones - Financial Advisor: Joshua Orth?
The office is open Monday to Friday from 9:00 AM to 5:00 PM and is closed on Saturdays and Sundays. Appointments are available by request on Monday through Saturday.
How can I contact Joshua Orth for a financial consultation?
You can reach Joshua Orth via email at joshua.orth@edwardjones.com or by phone at +1 905-852-2831.
Is it possible to book an appointment online with Edward Jones - Financial Advisor: Joshua Orth?
Yes, you can book an appointment online through their contact page at https://www.edwardjones.ca/ca-en/financial-advisor/joshua-orth/contact/.
Are there any nearby financial or insurance agencies if I need additional services?
Yes, nearby you can find Denise Aston, Insurance Agent / Owner / Mutual Fund Specialist, and The Co-operators corporate office for insurance and financial advising needs.
What are some wellness and health centers near Edward Jones - Financial Advisor: Joshua Orth?
Nearby wellness options include Inner Vision Healing & Wellness meditation center, Revelation Massage Therapy & Wellness, and Elevate Women's Health Centre which offers chiropractic and naturopathic services.
Where can I go for dining or social activities near Edward Jones in Port Perry?
Close by, you can visit Old Flame Brewing Co., The Lakeview Pub, Anchor Point Fusion Grill House, and Antrim House Pub for dining and socializing options.
Does Edward Jones - Financial Advisor: Joshua Orth provide services in multiple languages?
Services are provided in English.
What should I do to prepare financially for retirement with Edward Jones?
You can use their online retirement savings calculator to help plan your retirement savings and meet your future financial goals.