Edward Jones - Financial Advisor: Leanne Beattie, CIM®|FCSI®|CEPA® - London, Ontario

Edward Jones - Financial Advisor: Leanne Beattie, CIM®|FCSI®|CEPA®

Adresse: 2386 Main St, London, ON N6P 1A7, Canada.

Téléphone: 2267050382.

Site web: edwardjones.ca.

Specialités

Conseiller financier, Courtier en placement financier, Conseil en investissement, Agent de change.

Autres données d'intérêt

Entrée accessible en fauteuil roulant, Parking accessible en fauteuil roulant, Toilettes, Rendez-vous recommandés.

Avis

Cette entreprise a 7 avis sur Google My Business.

Avis moyen: 5/5.

Les clients sont très satisfaits de Leanne et de son équipe pour son expertise, son écoute attentive et son professionnalisme.

Les clients ont mentionné que Leanne a pris le temps de comprendre leurs besoins et leurs objectifs, et qu'elle a fourni des conseils et des recommandations personnalisés pour leurs placements financiers.

Les clients ont également apprécié la disponibilité et la proximité de Leanne, qui est facile à contacter pour des questions ou pour obtenir des mises à jour sur leurs placements.

Caractéristiques

Expertise et connaissance en matière financière, écoute attentive et professionnalisme, disponibilité et proximité, conseils et recommandations personnalisés.

Ubicación

2386 Main St, London, ON N6P 1A7, Canada.

👍 Avis de Edward Jones - Financial Advisor: Leanne Beattie, CIM®|FCSI®|CEPA®

Tami G.

5/5

I cannot say enough about how pleased and happy we are to have entrusted Leanne with our retirement savings. Leanne is not only extremely professional and knowledgeable, but she listens carefully to your concerns, goals and dreams, and makes sure that her guidance and advice is always in line with everything we have shared. It is very obvious that Leanne and her team care ... about us personally and about the trust we have placed with them. We would not hesitate to recommend her!

Patty B.

5/5

The customer service at Edward Jones Investments (Lambeth office) is the best I have ever received. I have been treated like a human being and not just a number. Leanne really takes the time to understand my needs and my goals in life. She does what is beneficial to the client and is such an amazing human being as well, with a heart of gold! Not to mention her wealth of knowledge! Her staff are second to none.....I highly recommend her business for your financial needs. Leanne really DOES care about all of her clients! Thank you Leanne and your staff for everything you do and for being so awesome!! I am always made to feel important in my dealings with you!! 🙂

Kristy O.

5/5

Leanne and her team are absolutely amazing, they genuinely care about their clients and building relationships with them. Leanne takes the time to really listen to my needs and to offer support and guidance to help me meet my financial goals.

Tracy G.

5/5

I have been with Leanne Beattie for many years and I can honestly say the professional service provided to me has been outstanding. Leanne takes the time in each meeting to understand my financial visions that are important to me. Her strong knowledge of the financial industry along with her many years of experience has a proven track record shown in my personal portfolio. She is someone I would recommend without hesitation as a financial advisor.

CA G.

5/5

Leanne, Lacey and Heather provide the most amazing customer service. They are in a class of their own. They are available and follow through. Leanne has listened, understood our needs for over 12 years. When I switched to her from a bank advisor I could not believe the difference in communication. Then I realized that her true value was in the planning that she does for us. Our retirement would have had financial stress if I had not made the switch. Thanks to the entire team in Leanne’s office.

Mardell F.

5/5

Leanne is very knowledgeable in her field and ensures that we receive timely, detailed information always! Leanne and her team, are extremely professional and we appreciate all of their efforts and contributions to our plan. I would highly recommend Leanne and her team for all of your retirement planning. Mike and Mardell

L S.

5/5

Leanne took the time to get to know us, she not only asked questions about our financial situation but also about what was important to us. Her knowledge has been greatly appreciated.