Edward Jones - Financial Advisor: Jonathan Derrick, CIM®|CEPA®|DFSA™ - Barrie, Ontario

Edward Jones - Conseiller financier Jonathan Derrick, CIM®|CEPA®|DFSA™

Adresse :

128 Wellington St W Suite 100, Barrie, ON L4N 8J6, Canada.

Téléphone :

7054102265.

Site web :

edwardjones.ca.

Spécialités :

• Conseiller financier
• Courtier en placement financier
• Conseil en investissement
• Agent de change

Autres données d'intérêt :

• Entrée accessible en fauteuil roulant
• Parcking accessible en fauteuil roulant
• Toilettes accessibles en fauteuil roulant
• Toilettes
• Rendez-vous recommandés

Avis :

Cette entreprise a 6 avis sur Google My Business avec un avis moyen de 5/5.

Edward Jones, représenté par Jonathan Derrick, CIM®|CEPA®|DFSA™, est un conseiller financier situé à Barrie, en Ontario, au Canada. Ce courtier en placement financier et agent de change offre un conseil en investissement professionnel. Ses spécialités incluent la planification financière, l'épargne et l'investissement pour les particuliers et les entreprises.

Jonathan Derrick est reconnu pour sa compréhension approfondie du marché financier et son expérience. Il se distingue par son écoute et sa capacité à expliquer complexité financière de manière claire et accessible, ce qui facilite la prise de décision de ses clients. Ses conseils sont basés sur une analyse rigoureuse des besoins et des objectifs de ses clients.

L'entreprise se démarque également par sa disponibilité et sa flexibilité. Ses locaux sont conçus pour faciliter l'accès pour les personnes en fauteuil roulant, avec un parking, des toilettes et une entrée adaptés. Des rendez-vous sont également proposés, ce qui facilite la prise de contact.

Les avis laissent apparaître un avis très positif, avec une note moyenne de 5 sur 5, soulignant la satisfaction des clients quant au service et aux résultats obtenus. Beaucoup mettent en avant l'écoute, la transparence et la qualité des conseils données par Jonathan Derrick. Lui et son équipe sont perçus comme des partenaires fiables et compétents dans la gestion de leurs finances.

👍 Avis de Edward Jones - Financial Advisor: Jonathan Derrick, CIM®|CEPA®|DFSA™

Brittany M.

5/5

So happy my family found Jonathan! We had a good handle on our finances already, but Jonathan was able to take our investment strategy to the next level. He took the time to listen and understand before making any recommendations. He showed us options, and explained everything in a way that we really understood why his recommendation makes sense for us and what we are trying to achieve. If you are looking for a trustworthy investment advisor who really knows what they are talking about call Jonathan.

Erik M.

5/5

Jonathan took the time to listen to what my family and I are trying to accomplish. As real estate investors we were surprised how easily he integrated all of our investment assets into a cohesive plan. He presented various strategies and clearly explained everything using plain language. He also consulted with our lawyer and accountant, ensuring everyone is working together. We now have a cohesive plan, and a portfolio of stocks, bonds and insurance policies to compliment our real estate holdings.
Thank you Jonathan!

Tim L.

5/5

I've had the pleasure of knowing Jonathan Derrick professionally for approximately a year. Jonathan is exceptional at explaining financial trends and WHY he makes the market decisions he does. Many advisors simply expect you to trust that they know what they're doing, but that is not the case with Jonathan. I would highly recommend him to anyone looking for a trustworthy financial advisor!

stephanie S.

5/5

Jonathan provided my husband and me a full view of our financial future with multiple variables. He is the first Financial Advisor that has explained my investments to me in a way that I actually understand with easy to understand language and simple graphs & charts. Jonathan and his assistant Donna follow up with us and provide regular check-ins. I trust Jonathan with my future retirement and helping us reach that goal financially.

Sherri K. A.

5/5

To most people the subject of investing and saving money for the future can be a very scary, confusing and stressful topic. When my husband and I decided it was finally time to be responsible adults and think about our future savings and retirement needs, we reached out to Jonathan Derrick at Edward Jones and he was able to guide us through the maze of crazy financial jargon. He made us really consider what it was we wanted to accomplish with our savings and what we wanted at retirement time and helped us decide on a plan that would get us there. More importantly he helped us with a plan that we could stick to and not stress out our current financial living condition and still help us accomplish our future wants and needs. It doesn't feel so scary to be the responsible adult with the guidance of Jonathan. Thank you so much for your guidance and support.

Patrick D.

5/5

Jonathan is an amazing financial planner and investor. He is extremely knowledgable and well spoken. He explains concepts clearly and focusses on your needs and provides solutions that suite your goals while being realistic and honest. Definitely worth a call if you want your money in good hands.