Edward Jones - Financial Advisor: Perry D Hart - Guelph, Ontario

Conseiller financier expert et accessible : Edward Jones - Financial Advisor: Perry D Hart

Si vous cherchez un conseiller financier fiable et accessible, Edward Jones - Financial Advisor: Perry D Hart est une excellente option à considérer. Situé à 672 Woolwich St, Guelph, ON N1H 3Z1, Canada, ce conseiller financier est à portée de main.

Quels sont les services offerts par Perry D Hart

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

Perry D Hart est un conseiller financier expérimenté qui offre une gamme de services pour répondre à vos besoins individuels. Il vous aidera à créer un plan d'épargne, à investir et à atteindre vos objectifs financiers.

Autres avantages de travailler avec Perry D Hart

• Entrée accessible en fauteuil roulant
• Parking accessible en fauteuil roulant
• Toilets accessibles en fauteuil roulant
• Toilets
• Rendez-vous recommandés

Vous cherchez un endroit où vous vous sentez à l'aise et où votre confort est prioritaire Perry D Hart est un conseiller financier qui prend en compte vos besoins et votre confort à chaque étape de la planification financière.

Que pensez-en les clients

En fonction des avis de ses clients, Perry D Hart est considéré comme un excellent conseiller financier. Il est capable de rendre l'investissement accessible et divertissant pour tous les individus.

Il a été mon conseiller financier pendant quelques années maintenant. J'aime son style d'investissement et je me sens à l'aise à discuter de tous les sujets liés à mes investissements. Il m'informe régulièrement de toutes les actualités liées à mes investissements. Il me donne des idées et des stratégies différentes pour que je puisse prendre des décisions éclairées sur mes investissements. Il toujours a mon meilleur intérêt en tête et je commence à gagner de l'argent.

Site web et téléphone

Vous pouvez contacter Perry D Hart en visitant son site web www.edwardjones.ca ou en appelant le numéro 5198239612.

👍 Avis de Edward Jones - Financial Advisor: Perry D Hart

Terry L.

5/5

Perry Hart has been my advisor for a few years now. I love his investment style & really like that he keeps me informed on all aspects of my investments. He makes investing fun and inclusive as we’re able to bounce ideas back and forth with different investment ideas and strategies. He always has my best interests in mind and I’m making money.

Michael C.

5/5

we are pleased to have Perry as our financial advisor. Aside from being extremely knowledgeable he listens and is interested in our goals. He makes us feel involved in our investment decisions and comfortable with the process. An advisor we trust completely.

Andrew L.

5/5

I feel very lucky and fortunate that Perry Hart is my father's financial advisor through Edward Jones. First and foremost, Perry has an excellent understanding of the markets and the global landscape that affect the markets. He offers insightful forecasts and grounded perspective during both bullish and bearish runs. As a direct result, his management of my father's portfolio has seen some significant growth. My father's portfolio was grandfathered into Perry's care from another local Edward Jones financial advisor who had recently retired. At the time, the balance of my father's portfolio was well below the minimum investment requirement to even open an account with Perry's office, and yet, Perry still treated us like we were first class clients. We had a very complicated issue with regards to my father's power of attorney, which no other financial adviser in the area could remedy, and yet, Perry was willing to do the research and came up with a solution that solved the problem. When my father first opened his Edward Jones account many, many years ago, he developed a friendship with his old advisor and started a tradition where, from time to time, he would stop by his old advisor's office for lunch - not to talk about his portfolio's performance, but just to have a friendly visit. My father is no longer able to make the trip to visit, what is now, Perry's office, but Perry has kept up with the tradition and, from time to time, pays my father a friendly visit at his home. It is a gesture that is overwhelmingly touching and one that I will never forget. Thank you Perry!

Susan K.

5/5

Perry has been such a huge help. After my father's death, I needed assistance with some very complicated financial matters. He had a baseline background and dug right in to learn more. He fought for me every step of the way, talking with CRA and coming to the bank, and never gave up. He always helped with good humour and consideration. He gave me great advice. The resulting investment has been growing steadily. I wish I had more to invest with him.

Kevan S.

5/5

Perry is great to work with. Since moving my investment accounts to him, I’ve seen consistently strong performance.

Victoria S.

5/5

I am very lucky to have Perry Hart as my financial adviser. He always takes his time to discuss what my options are and together we make the best decisions to grow my portfolio. If you want and adviser who provides personal attention and is always up to date on information he is the man to have on your side.

Tony M.

5/5

My wife and I never had a financial advisor and thought we were doing okay on our own, until we met Perry Hart and he took us under his wing and he managed and grew our portfolio. He was always there to answer our questions, advise us on investments and took us safely thru the Covid Epidemic and the ups and downs of the market. He lets us sleep at night without worrying about the value of our portfolio that we are leaving for our children as he is looking after the portfolio for them. Would highly recommend Perry. If you never had a financial advisor or are not satisfied with your current financial advisor I would recommend that you speak and meet with Perry and let him show you what he can do for you and your financial portfolio.

Karl W.

5/5

I've been dealing with Perry (Edeard Jones) for a few years now , always an easy guy to talk to . Even with the tough times we've been going through during covid times he's been able to find opportunities to make some money for my retirement. Highly recommend a chat with him .