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Edward Jones - Financial Advisor: Leanne Beattie photo
Edward Jones - Financial Advisor: Leanne Beattie photo
Edward Jones - Financial Advisor: Leanne Beattie photo
Edward Jones - Financial Advisor: Leanne Beattie photo
Edward Jones - Financial Advisor: Leanne Beattie photo

Edward Jones - Financial Advisor: Leanne Beattie

5.0 7 reviews
Address: 2386 Main St, London, ON N6P 1A7, Canada Get Directions

Services & pricing

Average price range
ServiceDetailsPrice
Retirement Planning Retirement Income Planning $100 - $500
Pension Planning $200 - $600
Social Security Optimization $150 - $300
Financial Advisory Investment Strategy $75 - $250
Portfolio Management $150 - $400
Tax Efficiency Planning $100 - $350
Client Relationship Management Personalized Consultations $50 - $150
Ongoing Support $30 - $80
Goal Setting Sessions $75 - $200

What people love

From reviews
Recommend(4) Extremely professional(2) Highly recommend(2) Absolutely amazing(1) Professional and knowledgeable(1) Amazing customer service(1) Very knowledgeable(1) Greatly appreciated(1)

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.

Location & directions

London, Ontario
Edward Jones - Financial Advisor: Leanne Beattie
Financial Consultant
Address
2386 Main St, London, ON N6P 1A7, Canada
Hours
Open 9:00 AM - 4:30 PM
Edward Jones - Financial Advisor: Leanne Beattie Reviews · 5.0 average
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