Knowledgeable staffCustomer servicePersonalized attentionProfessional serviceRelationship buildingFinancial planningListening to needsExperienced teamGenuine careTimely information
About this business
Edward Jones - Financial Advisor: Leanne Beattie wants to talk to you about your financial goals. We can help you plan for retirement, save for your child's education, or find the right balance between your short-term and long-term goals. Edward Jones takes the time to understand your specific needs and the life you are striving to create. We offer a full range of products and services to help you achieve your goals and live the dream life you deserve. There is no obligation or cost to see how we can help you reach your dreams. We also help with tax and estate planning.
The company is always ready to assist you. Edward Jones has been serving Canadians from local neighbourhood offices across the country since 1993. You can trust us because we are a privately owned company with a personal touch. Our partnership structure means more commitment to building relationships than shareholder returns. Our colleagues' dedication to other people's success has made Edward Jones one of the best companies to work for in Canada on multiple occasions, with many employees staying for extended periods. Edward Jones is a great place to work. We strive towards a larger purpose and all work together toward our clients' best interests. We are all in this together. Our shared goal is to make our local communities better by doing the best for clients, communities, and each other.
Reviews Summary
Leanne Beattie and her team receive overwhelmingly positive reviews from customers. Her professionalism, personal approach, and thorough understanding of financial issues are repeatedly and enthusiastically noted. Additionally, clients emphasize the exceptional customer service they encounter at Edward Jones Investments, particularly the personal attention that Beattie provides. Her personal touch demonstrates that she values clients as individuals. Several specifically mention how Beattie has worked with them over many years, building a strong and trusting relationship. For clients, the transition to Beattie from another financial advisor has been very worthwhile, and her personalized financial planning and investment advice have been especially beneficial. Costumer reviews underline and wholeheartedly suggest Beattie.
Frequently asked questions
7 questions
What do Edward Jones - Financial Advisor: Leanne Beattie clients say about the work?
Clients consistently praise Leanne for her exceptional customer service, attentiveness to their financial goals, and the personal relationships she builds. Many highlight her knowledge and the thorough planning she provides, which has significantly benefited their retirement strategies.
Does Edward Jones - Financial Advisor: Leanne Beattie offer retirement planning services?
Yes, they provide comprehensive retirement planning services including Retirement Income Planning, Pension Planning, and Social Security Optimization, ensuring clients are well-prepared for their future financial needs.
How does Leanne Beattie approach financial advisory services?
Leanne focuses on creating tailored Investment Strategies, effective Portfolio Management, and Tax Efficiency Planning, all aimed at aligning with her clients' financial goals and needs.
What hours is Edward Jones - Financial Advisor: Leanne Beattie open?
Their hours are as follows: Monday: 9:00 AM-4:30 PM, Tuesday: 9:00 AM-4:30 PM, Wednesday: 9:00 AM-4:30 PM, Thursday: 9:00 AM-4:30 PM, Friday: 9:00 AM-4:30 PM, Saturday: Closed, Sunday: Closed.
Can I get personalized consultations at Edward Jones - Financial Advisor: Leanne Beattie?
Absolutely. They offer Personalized Consultations as part of their Client Relationship Management services, ensuring that each client's unique financial situation and goals are thoroughly understood and addressed.
What kind of ongoing support can I expect from Leanne Beattie?
Leanne and her team provide ongoing support through regular check-ins and Goal Setting Sessions, helping clients stay on track with their financial plans and making adjustments as needed.
Where is Edward Jones - Financial Advisor: Leanne Beattie located?