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: Michael Stewart, CFP®
183 Casimir St., Port Perry, ON
L9L1B7, Canada
Hours
Reviews
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- DDDrewJan 11, 20245.0Michael has been dealing with my parents for many years and has always been amazing. My dad passed last year and Michael was an absolute gem to my mom and our family. Booking multiple meetings to ensure mom was good both emotionally and financially. He also was there for us (mom and family) emotionally during the trying time. Michael is AWESOME and I highly recommend him - OH WAIT, he has also done just an incredible job with my parents (now moms) portfolio over all these years. THANK YOU Michael! We truly appreciate everything you have done for us.
Frequently Asked Questions About Edward Jones - Financial Advisor: Michael Stewart, CFP®
What services does Edward Jones - Financial Advisor: Michael Stewart, CFP® provide?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual clients' goals.
What are the regular office hours for Edward Jones - Financial Advisor: Michael Stewart, CFP®?
The office is open Monday to Friday from 9:00 AM to 4:30 PM and closed on Sundays and Saturdays (open by appointment only on Saturdays).
Where is Edward Jones - Financial Advisor: Michael Stewart, CFP® located?
The office is located at 183 Casimir St., Unit #1, Port Perry, ON, L9L1B7, Canada.
How can I contact Michael Stewart at Edward Jones?
You can reach Michael Stewart by phone at +1 905-985-6282 or via email at michael.a.stewart@edwardjones.com.
Is it possible to schedule an appointment online with Michael Stewart?
Yes, appointments can be scheduled through the contact page at https://www.edwardjones.ca/ca-en/financial-advisor/michael-a-stewart/contact/.
What language is primarily spoken at Edward Jones - Financial Advisor: Michael Stewart, CFP®?
Services are provided primarily in English.
Are there any nearby places of interest to visit before or after a meeting at Edward Jones - Financial Advisor: Michael Stewart, CFP®?
Yes, nearby you can visit Port Perry Flowyoga Studio for some relaxation or NAPA Auto Parts if you need automotive supplies. You might also enjoy Botanical Beauty Bar or Lakeview Beer & Wine for some leisure activities.
What nearby locations can help me find Edward Jones - Financial Advisor: Michael Stewart, CFP®?
NAPA Auto Parts - NAPA Port Perry is close by and can serve as a landmark to locate the Edward Jones office.
What wellness and health-related services are available near Edward Jones - Financial Advisor: Michael Stewart, CFP®?
Nearby wellness options include Port Perry Flowyoga Studio, Lakeview Health and Wellness chiropractic and acupuncture, and Revelation Massage Therapy & Wellness.
What makes Edward Jones - Financial Advisor: Michael Stewart, CFP® different from major competitors like Merrill Lynch or Morgan Stanley?
Edward Jones provides personalized, face-to-face financial advice focused on individual client goals, with a commitment to tailored investment strategies and a local presence in Port Perry.