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.
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Edward Jones - Financial Advisor: Jason Capobianco, CIM®
Frequently Asked Questions About Edward Jones - Financial Advisor: Jason Capobianco, CIM®
What financial services does Edward Jones - Financial Advisor: Jason Capobianco, CIM® provide?
Edward Jones offers personalized investment services, including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, and investment management tailored to your individual goals.
How can I schedule a consultation with Jason Capobianco at Edward Jones?
You can book a face-to-face consultation by visiting the contact page at https://www.edwardjones.ca/ca-en/financial-advisor/jason-capobianco/contact/ to arrange your appointment.
Where is the Edward Jones office located in Woodstock, ON?
The office is located at 656 Dundas Street, Unit 7/Cedarwood Plaza, Woodstock, ON, N4S1E3, Canada.
What languages are spoken at Edward Jones - Financial Advisor: Jason Capobianco, CIM®?
The services are provided in English.
Is Edward Jones - Financial Advisor: Jason Capobianco, CIM® currently open?
Yes, the office is currently open.
What are some nearby places that could be convenient to visit before or after meeting with Edward Jones?
Nearby places include Rosa's Latin Market for groceries, My Friends Place bar and grill for food and drinks, and Dairy Queen for a quick treat. These spots offer options for dining or shopping around your appointment time.
Are there other financial service providers near Edward Jones in Woodstock?
Yes, nearby financial services include H&R Block Canada for tax-related services and another Edward Jones office for additional financial advising options.
What transit or nearby locations can help customers find Edward Jones easily?
Edward Jones is located in Cedarwood Plaza on Dundas Street, near well-known spots like Bounce Back Physio Plus Rehab and Rosa's Latin Market, making it easier to locate when visiting the area.
Does Edward Jones offer mobile apps for managing my investments?
Yes, Edward Jones provides mobile apps for both Android and iOS devices to help you manage your investments conveniently.
What special financial products does Edward Jones specialize in?
Edward Jones specializes in 401(k) plans, Roth IRAs, 529 College Savings Plans, and life insurance products.