Edward Jones - Financial Advisor: Ed dos Santos, CFP® - Caledonia, Ontario

👍 Avis 📌 Carte ℹ️ Informations ⏰ Horaires

Adresse: 28 Argyle St N, Caledonia, ON N3W 1B7, Canada.
Téléphone: 9057651812.
Site web: edwardjones.ca
Spécialités: Conseiller financier, Courtier en placement financier, Conseil en investissement, Agent de change.
Autres données d'intérêt: Parking accessible en fauteuil roulant, Toilettes accessibles en fauteuil roulant, Entrée accessible en fauteuil roulant, Toilettes, Rendez-vous recommandés.
Avis : Cette entreprise a 5 avis sur Google My Business.
Avis moyen: 2.6/5.

📌 Emplacement de Edward Jones - Financial Advisor: Ed dos Santos, CFP®

Edward Jones - Financial Advisor: Ed dos Santos, CFP® 28 Argyle St N, Caledonia, ON N3W 1B7, Canada

☎️9057651812

⏰ Horaires d'ouverture de Edward Jones - Financial Advisor: Ed dos Santos, CFP®

Lundi: 09:00–17:00
Mardi: 09:00–17:00
Mercredi: 09:00–17:00
Jeudi: 09:00–17:00
Vendredi: 09:00–17:00
Samedi: Fermé
Dimanche: Fermé

Edward Jones - Financial Advisor: Ed dos Santos, CFP® est situé à l'adresse 28 Argyle St N, Caledonia, ON N3W 1B7, Canada. Le numéro de téléphone est 9057651812. La page web est edwardjones.ca.

La spécialité de ce conseiller financier est le conseil en investissement. Il est également un courtier en placement financier et un agent de change.

Edward Jones - Financial Advisor: Ed dos Santos, CFP® propose des services accessibles en fauteuil roulant, y compris un parking, des toilettes et une entrée accessible.

Les avis de clients sont importants pour cette entreprise. Elle a en effet 5 avis sur Google My Business. L'avis moyen est de 2.6/5.

Le conseiller financier Ed dos Santos est recommandé pour ses compétences et son expérience. Si vous cherchez un conseiller financier à Caledonia, Edward Jones - Financial Advisor: Ed dos Santos, CFP® est une excellente option à considérer.

👍 Avis de Edward Jones - Financial Advisor: Ed dos Santos, CFP®

Edward Jones - Financial Advisor: Ed dos Santos, CFP® - Caledonia, Ontario

F. A.

1/5

I have worked with Ed Dos Santos for about 17 years. Initially all was good and we did work well together. My parents at one time worked with him..!!! Everything on the surface appeared good between client/advisor relationship.

Unfortunately like any good relationship when TRUST is lost you have to move on. His lack of transparency over FEES had become concerning. He moved me into programs that did not benefit me but certainly looked after him. In other words he put his own interests FIRST and NOT what was best for the client.

Too many secrets with Ed Dos Santos.

Mike M.

5/5

I’ve worked with Ed dos Santos for almost 20 years. He’s always steered me in the right direction. In the last two recessions he did very well at not losing me much compared to the overall market. He’s very thorough and trustworthy and so is his excellent staff, Vanessa and Lisa. Full marks for the Edward Jones office in Caledonia!
Mike

Andrea A. (.

1/5

Rude and arrogant. He mocked me and made me feel worthless. Absolutely not a small town type of value system. He wants money,.He is happy to take an older persons money but he doesn’t really care about you. Shockingly rude.

Abc D.

1/5

Not taking new clients so don't call and bother him that's how I felt when I called.SO DON'T CALL

Dini W.

5/5

Knowledgable and extremely trustworthy. Highly recommend.