Business Details
About
Investment Service
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Location
Edward Jones - Financial Advisor: Kevin Birch, CFP®|CEPA®
447 Niagara Street, Welland, ON
L3C1L6, Canada
Frequently Asked Questions About Edward Jones - Financial Advisor: Kevin Birch, CFP®|CEPA®
Who is Kevin Birch at Edward Jones?
Kevin Birch is a Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®) financial advisor at Edward Jones in Welland, ON.
What financial services does Edward Jones - Kevin Birch offer?
They offer financial advising, investment management, stock and bond brokerage services to help with retirement planning, education savings, and tax-smart investing.
Where is Edward Jones - Kevin Birch located?
The office is located at 447 Niagara Street, Unit 4, Welland, ON, L3C1L6, Canada.
How can I contact Edward Jones - Kevin Birch?
You can call them at +1 905-714-4313 or email kevin.birch@edwardjones.com for inquiries.
Can I book an appointment with Kevin Birch online?
Yes, appointments can be booked through their contact page at https://www.edwardjones.ca/ca-en/financial-advisor/kevin-birch/contact/.
What languages are spoken at Edward Jones - Kevin Birch's office?
English is the primary language spoken at the office.
Is Edward Jones - Kevin Birch currently open?
Yes, the office is currently open and providing services.
Are there other financial service providers near Edward Jones - Kevin Birch?
Yes, nearby financial service providers include Paola Wortman - IG Wealth Management, Tax Depot 2000, Tax Services 2000, and Matt Walpole - The Mortgage Centre.
What nearby amenities can I visit around Edward Jones - Kevin Birch?
Nearby amenities include Aesthetics By Amie day spa, Welland Decorating Centre for home supplies, and several restaurants like Kimono's Chinese Takeout and Popeyes Canada.
How can nearby transit or services help me reach Edward Jones - Kevin Birch?
You can access financial services conveniently as nearby locations like Scotiabank and RBC Royal Bank ATM offer banking facilities close to Edward Jones' office.