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 Broad
278 Main St, Uxbridge, ON
L9P 1X4, Canada
Reviews
5.0
19 reviews
5 stars
19
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3 stars0
2 stars0
1 star0
- KNKayla NeilJul 8, 20255.0Mike has been my financial advisor since 2018 - he is friendly and explains things well for my non-financial brain. I have referred him to many people, all of whom have had a positive outcome with him! After having children, my husband and I also trusted Mike to invest for their future through RESPs, which are doing great. Very happy with the service Mike and his team (very friendly and helpful office administrators!) provide.
- PJP JukesJun 24, 20255.0Michael Broad has been our financial advisor for 10 years. He has been instrumental in helping us to reach our financial goals. We are thrilled with his friendly ways and great advice. Michael has always been available to talk about any questions or concerns we might have. We so appreciate having Michael, Jennifer and Lyndsay for all their help and expert advice. Thank you, thank you, thank you.
- MSMichael StrizicJun 10, 20255.0Michael has been my investment advisor for over a decade and has steered me well through many different stages of life. His deep knowledge of financial systems and products continually impress me and his easygoing manner makes everything easy and straightforward. I recommend Michael and his team unreservedly.
- CRChristine RenisonJun 10, 20255.0Michael has been are financial advisor for many years. He & his team have been most helpful & supportive during this time. I would recommend his services to anyone looking for financial advice.
- JBJodi BussiereJun 3, 20255.0Michael and Jennifer and their team at Edward Jones are friendly, helpful, professional, knowledgeable, and are helping me achieve my financial goals. Whether I book a virtual meeting or an in-person meeting or have questions throughout the year, I know that Edward Jones is always on my side. Other members of my family use Edward Jones as well, top-notch company.
Frequently Asked Questions About Edward Jones - Financial Advisor: Michael Broad
What financial services does Edward Jones - Financial Advisor: Michael Broad offer?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, and investment management tailored to individual client goals.
How can I contact Michael Broad, the financial advisor at Edward Jones in Uxbridge?
You can contact Michael Broad by phone at +1 905-852-2831 or via email at michael.broad@edwardjones.com.
Where is Edward Jones - Financial Advisor: Michael Broad located?
The office is located at 278 Main St, Suite 6, Uxbridge, ON L9P 1X4, Canada.
Does Edward Jones offer any tools to help with retirement planning?
Yes, Edward Jones provides an online Retirement Savings Calculator to help clients prepare for their future.
What languages are spoken at Edward Jones - Financial Advisor: Michael Broad's office?
English is the primary language spoken at Edward Jones - Financial Advisor: Michael Broad.
Can I schedule a consultation with Michael Broad online?
Yes, you can schedule a consultation through Edward Jones' website contact page for Michael Broad.
What are some nearby health services around Edward Jones - Financial Advisor: Michael Broad?
Nearby health services include Roots Osteopathy, Maplebrook Dental, Step Forward Physiotherapy, Magnolia Bloom Medical Clinic, Uxbridge Foot Clinic, CBI Home Health, and Young Chiropractic.
Are there any nearby fitness or sports facilities close to Edward Jones in Uxbridge?
Yes, nearby fitness and sports facilities include Curves gym, NRG 4 Life Fitness center, Uxbridge Tae Kwan Do Academy, North Durham Taekwondo Academy, and Uxbridge Rotary Skate Park.
What nearby businesses can I visit in conjunction with Edward Jones for financial or real estate services?
Nearby you can find PropertyGuys.com Whitby & Uxbridge Areas for real estate services and mortgage broker Toni Proctor for financial lending support.
Are there any nearby arts or entertainment venues close to Edward Jones - Financial Advisor: Michael Broad?
Yes, nearby arts and entertainment venues include Carlo Simone Live, Broken Silence Records, Ineo Studio, and Shooting Stars Dance Competition school.