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.
Frequently Asked Questions About Edward Jones - Financial Advisor: Robert Lipfeld
What investment services does Edward Jones - Financial Advisor: Robert Lipfeld offer?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient strategies, stocks & bonds management, and financial advisory to fit individual client needs.
How can I contact Robert Lipfeld at Edward Jones for a consultation?
You can contact Robert Lipfeld by phone at +1 416-227-0711 or by email at robert.lipfeld@edwardjones.com. You can also book an appointment via their contact page.
Where is Edward Jones - Financial Advisor: Robert Lipfeld located?
Edward Jones - Financial Advisor: Robert Lipfeld is located at 4211 Yonge Street, Suite 204, Toronto, ON, M2P2A9, Canada.
What languages does Edward Jones - Financial Advisor: Robert Lipfeld service?
The financial advisor services are provided in English.
Is the Edward Jones office currently open?
No closure is indicated, so the Edward Jones office is currently open.
Can I use an app to manage my investments with Edward Jones?
Yes, Edward Jones offers an iPhone app available for download on the Apple App Store to manage your investments conveniently.
What should I do if I want to estimate my retirement readiness with Edward Jones?
You can try the Edward Jones retirement savings calculator online to see if you are retirement ready.
Are there parking options near Edward Jones - Financial Advisor: Robert Lipfeld?
Yes, Parking Indigo Toronto located at 4211 Yonge St is nearby, providing convenient parking for visitors.
What nearby restaurants can I visit before or after my meeting at Edward Jones?
You can visit Swiss Chalet, an American barbecue restaurant, or DeliMark Café, a cafe and coffee shop, both located near Edward Jones for dining options.
Are there any nearby professional services that complement Edward Jones' financial advisory?
Yes, nearby professional services include Law firms like Gelman & Associates and Le Greco Stilman Barristers and Solicitors, accounting services like Sawaya CPA, and marketing agencies such as Vigorate, which might be useful for holistic financial and business support.