Business Details
About
Investment ServiceEdward Jones
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: Lisa Mabasa
20 Erb Street W, Waterloo, ON
N2L1T2, Canada
Hours
Reviews
5.0
7 reviews
5 stars
7
4 stars0
3 stars0
2 stars0
1 star0
- EMElaine MayJul 3, 20255.0Lisa Mabasa is a very attentive, organized, problem solver, money maker, patient and understanding. I have recommended Lisa Mabasa to my friends as well. Betty, is the administration for at this location and she is wonderful to speak with. Very helpful and always answers my questions.
- MHMargriet van HarenJun 26, 20255.0I am very pleased with the service I received from Lisa Mabasa in regards to my investments. I switch about 3 years to this office. The results are far better than i got with my previous advisor, Lisa comes up with good ideas and new strategies ( something my previous person very seldom did), she explains everything and looks at the bigger picture. She initiates regular meetings, either in person or via zoom. Always very punctual, as is her assistant, who is helpful in any way you can possibly think off. I definitely recommend this office!
- HAHashem AlmomaniJun 20, 20255.0Lisa and Betty have been attentive and communicative for as long as I've had the pleasure of working with them. Highly recommend!
- NDNancy DykstraJun 19, 20255.0Lisa has been an attentive, confident and effective financial advisor for me for many years. I have recommended her to friends and family who are also very satisfied with her service and advice. She helps me align my investments to my values, including researching to expand her own knowledge base. She has encouraged me in my own understanding of investing and helped me become more engaged and confident about my decisions. She's caring and diplomatic. She's a keeper!
- MRMichael RuddyJun 11, 20245.0We moved to Waterloo from the US around two years ago, and Lisa has been our financial advisor since we arrived. In that time she has helped us navigate moving our savings from the US to Canada, setting up retirement accounts, saving for a home, and becoming financially ready for our first child. She is an active participant in our financial journey, suggesting trades, offering advice on how to structure our savings, and always taking into account our goals and moral values. Lisa and her office (shout out to Betty!) have been incredibly helpful in understanding the complexities of the financial world. No matter your situation, I whole-heartedly recommend working with Lisa.
Frequently Asked Questions About Edward Jones - Financial Advisor: Lisa Mabasa
What personalized investment services does Edward Jones - Financial Advisor: Lisa Mabasa offer?
Lisa Mabasa provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Lisa Mabasa located?
The office is located at 20 Erb Street W, Suite 502, Waterloo, ON, N2L1T2, Canada.
What are the business hours for Edward Jones - Financial Advisor: Lisa Mabasa?
The office is open Monday to Friday from 9:00 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I contact Lisa Mabasa for financial advisory services?
You can contact Lisa Mabasa via phone at +1 519-725-8101 or email at lisa.mabasa@edwardjones.com.
Can I schedule an appointment online with Lisa Mabasa?
Yes, appointments can be scheduled through the contact page on Edward Jones' website for Lisa Mabasa.
What types of investment products and services does Lisa Mabasa provide?
Services include stocks and bonds, investment management, and financial advising tailored to your goals.
Does Edward Jones offer any tools to assist with retirement planning?
Yes, Edward Jones offers a retirement savings calculator to help you prepare for your future.
Which nearby financial service providers are located close to Lisa Mabasa's office?
Nearby financial services include BLA Private Wealth, Investment Planning Counsel, Brenneman Private Wealth, and Assante Financial Management.
Are there nearby amenities where clients can relax or grab a meal before or after their appointment?
Clients can visit nearby cafes such as aroma Cafe or health food restaurants like The Three for refreshments.
What nearby locations can help with transportation or accommodation when visiting Edward Jones - Financial Advisor: Lisa Mabasa?
Kitchener-Waterloo Community offers hotel and motel accommodations nearby, making it convenient for travelers to visit the office.