Edward Jones - Financial Advisor: Sandra Yaquo, DFSA™ - Barrie, Ontario

Adresse: 411 Huronia Rd Unit 3, Barrie, ON L4N 9B3, Canada.
Téléphone: 7057268801.
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, Parking accessible en fauteuil roulant, Toilettes accessibles en fauteuil roulant, Toilettes.
Avis : Cette entreprise a 12 avis sur Google My Business.
Avis moyen: 5/5.

Emplacement de Edward Jones - Financial Advisor: Sandra Yaquo, DFSA™

7057268801

Sandra Yaquo, DFSA™, est un conseiller financier hautement qualifié chez Edward Jones, située à Barrie, ON au Canada. Son bureau est situé à l'adresse 411 Huronia Rd Unit 3, avec un accès facile en fauteuil roulant, un stationnement et des toilettes adaptés. Vous pouvez les contacter par téléphone au 7057268801 ou visiter leur site web pour plus d'informations.

Mme Yaquo offre une gamme complète de services financiers, y compris des conseils en placement financier, des stratégies d'investissement et des services de change. Avec sa désignation DFSA™ (Directeur Financier Spécialiste Agréé), elle est qualifiée pour vous fournir des conseils financiers personnalisés et des stratégies d'investissement adaptées à vos objectifs financiers uniques.

Les clients d'Edward Jones apprécient l'engagement personnel et professionnel de Mme Yaquo, ainsi que sa capacité à expliquer clairement les concepts financiers complexes. Elle prend le temps de comprendre les besoins et les objectifs de chaque client, ce qui lui permet de fournir des conseils et des stratégies d'investissement sur mesure.

Le bureau d'Edward Jones de Mme Yaquo a reçu un avis moyen de 5/5 sur la base de 12 avis sur Google My Business. Les clients apprécient son approche amicale, son expertise financière et sa capacité à les aider à atteindre leurs objectifs financiers.

Si vous cherchez un conseiller financier compétent et expérimenté à Barrie, ON, Mme Yaquo et Edward Jones sont un excellent choix. Ils offrent une gamme complète de services financiers, une approche personnalisée et un engagement envers l'excellence. N'hésitez pas à les contacter par téléphone ou à visiter leur site web pour plus d'informations.

Avis de Edward Jones - Financial Advisor: Sandra Yaquo, DFSA™

Edward Jones - Financial Advisor: Sandra Yaquo, DFSA™ - Barrie, Ontario

Michelle Malcic

5/5

Sandra is an absolute Gem! Not only is she absolutely brilliant at her career, she genuinely cares about her clients! She treats you like family! Her energy and enthusiasm is contagious and just to even be in her company is uplifting!

Her passion for what she does is the pillar to her success! She has done a fabulous job with my husbands and my portfolio and growing our finances, especially during this volatile time!

There are not enough words to describe this wonderful woman and the amazing financial advisor she is!!

We also want to give a huge shout out to Michelle, who works with Sandra in that office! Michelle is also super personable and is the first face you see when you walk in, completing the entire positive experience there!

Rob Malcic

5/5

Sandra was highly recommended to me by my wife. One thing I remember from the moment I first spoke to Sandra is that she said to me, “My goal is that you don't worry about your money, it’s MY job to worry about your money.” That resonated with me and I made the move to transfer my finances over to her. Best decision I have made in a long time!

She is extremely easy to talk to, has such a positive personality and never have I ever met anyone else quite like her and the energy she gives out!

All that aside, she has done a fabulous job with my investments and I have seen very positive growth in such a challenging market. Her success speaks for itself!

I look forward to my future financial security with Sandra taking care of my finances!

By the way, Michelle is an awesome addition to the team within that office! It wouldn’t be the same without her too!

Shantelle Ranglin

5/5

Sandra has been amazing. She treats you more like family than a customer. She’s passionate about what she does and is very knowledgeable.

We came in with no knowledge of investments, what to do with our money or where it would be going. Sandra took her time to educate us on the different options/paths we could take. Beacuse of Sandra and he expertise our dreams will soon become a reality. She goes above and beyond and I highly recommend her to anyone who is looking to get their finances in order.

Anne-Christine Kjellberg

5/5

Sandra is an outstanding financial advisor, an amazing positive and enthusiastic person who I'm thrilled to recommend to anyone at any age and financial means.
The enthusiasm and knowledge she displayed from the first moment my husband and I met with her was very empowering to us both. Sandra took the time to really get to know us, and find out about our needs now as well as what goals/dreams we have for the future.
Once Sandra had a full picture of what our current financial situation was like, she encouraged us to dream bigger than we thought possible for our future, and was able to show an actual report as to what each scenario would look like. Sandra made the process very personal, empowering, and exciting to us both.

Sandra is able to project our financial future based on our current needs and wants, and still make sure we have enough for the rest of our lives. Once we saw what she was able to do and back it up with statistics, she then encouraged us to dare to come up with bigger "dreams" for ourselves. We quickly came to realize with Sandra's help, we can actually afford so much more than we ever thought possible, and feel reassured that we will still stay in a healthy financial situation for the future.

My husband and I highly recommended Sandra as a financial advisor.

Dr. Danielle Bray

5/5

Sandra made the process of getting a life insurance policy easy and stress free! She is extremely knowledgeable and truly cares for each and every one of her clients. If you want a trustworthy, compassionate, smart and reliable financial advisor, Sandra is the one for you! I am so thankful that I found her!

Keŕry Andrews

5/5

Sandra is the most genuine caring person I have ever met and a diamond in the gold mine. She goes above and beyond for you. Your money is her money and she treats you with dignity and respect. I give her 10 out of 5 stars for her exceptional knowledge, skills and service. She gives everyone the royal treatment and treats you like family. Your concerns are her concerns too. I consider the day I met Sandra as one of the luckiest in my life. I would highly recommend her, you would not be disappointed.

Peter Schoenfeld

5/5

My wife and I have been clients of Sandra's for about a year. When we first met her, we instantly saw how much she cares about her clients. Sandra took the time to get to know us as well as our financial needs. Sandra has made sure to touch base with us regularly in order to make sure that all of our financial needs and concerns are promptly dealt with. We highly recommend her and encourage anyone looking for a financial advisor to contact Sandra. You will be in good hands.

The Cobbler!

5/5

Honest, straight talker and a plain speaker because she knows her craft well. Sandra will welcome you with open arms, she will listen and take her time understanding your situation. If you need an advisor who will captain you through life's journey, you have found her. 10/10