Knowledgeable advisorGenuine careProfessional and courteousPro-active approachClear explanationsAvailabilityEthical advisorPersonal connection
About this business
We believe you should have conversations about your financial goals, so let's talk. Our staff can help you get ready for retirement, save for university, or plan your taxes.
My background has focused on people, but my undergraduate degree in behavioural psychology helped me see that accounting and economics are more fitting. Now I am a financial advisor. Financial advisors aren't just numbers. It is about creating relationships with clients and working to meet their needs.
As your advisor, I will work with you to develop customized plans to meet your goals. I can help you save for retirement or start saving for your children's education. The method is designed to prepare you for retirement, improve your income in retirement, and plan for future costs. It also provides tax, estate, retirement risk, and income management strategies.
My clients' dedication and heroics, as well as my perseverance, have earned me continuous recognition. I have held many leadership positions during my seven years with Edward Jones. In 2019, I became a limited partnership. I volunteered as a Field Leader to help new financial advisors develop their skills, learn how to serve clients, and improve their practice.
Frequently asked questions
6 questions
What do clients say about the work done by Scott McFarlane at Edward Jones?
Clients often highlight Scott's professionalism, approachability, and his ability to explain financial matters clearly. Reviewers appreciate the genuine care he shows for their financial goals and the strong relationships he builds with them.
What services does Scott McFarlane offer as a financial advisor?
Scott provides a range of services including Wealth Management, Retirement Planning, and Investment Strategies under Financial Advisory, as well as Initial Consultation, Follow-Up Consultation, and Annual Review Meeting under Client Consultation.
What are the office hours for Edward Jones - Financial Advisor: Scott McFarlane?
The office hours are as follows: Monday: 8:00 AM - 4:00 PM, Tuesday: 8:00 AM - 8:00 PM, Wednesday: 8:00 AM - 8:00 PM, Thursday: 8:00 AM - 4:00 PM, Friday: 8:00 AM - 4:00 PM, Saturday: Closed, Sunday: Closed.
Does Scott McFarlane handle retirement planning, and what do clients think about his approach?
Yes, Scott handles retirement planning. Clients appreciate his proactive approach and ability to explain complex financial topics, which helps them feel more secure about their retirement strategies.
Who is the main advisor at Edward Jones in Halifax, and what background do they have?
Scott McFarlane is the main advisor, with a background in behavioral psychology that informs his approach to financial advising, emphasizing relationship-building and understanding client needs.
Where is Edward Jones - Financial Advisor: Scott McFarlane located?
50 Bedford Hwy Suite 200, Halifax, NS B3M 2J2, Canada
Location & directions
Halifax, Nova Scotia
Edward Jones - Financial Advisor: Scott McFarlane
Financial Consultant
Address
50 Bedford Hwy Suite 200, Halifax, NS B3M 2J2, Canada