At Edward Jones, we believe our business is personal . We look at your individual needs first so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for university, reduce your tax bills or ensure you have income cover your expenses, you can expect personalized service and long-term investing strategies instead of the latest investment fads. Contact me today to help develop an investment strategy that makes sense for you.
Services Offered in RI
- Charitable giving
- Small business planning
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
Minimum Account Size
$250,000+
Investor Type Dealt With
Individual
Institutional
Type of License
IIROC
Provinces Licensed In
- Alberta
- British Columbia
- Manitoba
- Ontario
- Saskatchewan