Edward Jones - Financial Advisor: Theresa Coates
7 Reviews
- Thursday9 AM–5 PM
- Friday9 AM–5 PM
- SaturdayClosed
- SundayClosed
- Monday9 AM–5 PM
- Tuesday9 AM–5 PM
- Wednesday9 AM–5 PM
About the Business
Theresa Coates, Financial Advisor | Edward Jones | Theresa Coates is an Edward Jones Financial Advisor serving Kelowna, BC. Get the personal financial advice you need to achieve your goals.
Contacts
Call Us
+12508614971
1626 Richter St Suite 106, Kelowna, BC V1Y 2M3
Hours
- Thursday9 AM–5 PM
- Friday9 AM–5 PM
- SaturdayClosed
- SundayClosed
- Monday9 AM–5 PM
- Tuesday9 AM–5 PM
- Wednesday9 AM–5 PM
Features
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Wheelchair-accessible washroom
- Washroom
Recommended Reviews
Just Drive
26.09.2023
Edward Jones - Financial Advisor: Theresa Coates
Thank you so much to Theresa Coates for all your hard work looking after us!! Always such a pleasure dealing and talking with you. We have, and will continue, to recommend you to anyone we know that’s in need of a financial advisor.
Kalista Schmidt
10.08.2023
Edward Jones - Financial Advisor: Theresa Coates
I randomly found and reached out to Theresa, and I am so glad I did. She has taught me so much about investing, and does so without making it seem like a stupid question, or explaining it with technical jargon. She speaks really clearly and concisely. I also love that she creates a plan for each individual that works for them and what they want. Theresa is also very friendly and personable and makes time to get to know you and what you are up to in life. So happy I made the switch to her
Hatem Zubaidi
16.07.2023
Edward Jones - Financial Advisor: Theresa Coates
A very reliable and trustworthy advisor. Theresa is knowledgeable and has the best interest for the client.
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1626 Richter St Suite 106, Kelowna, BC V1Y 2M3
Edward Jones - Financial Advisor: Theresa Coates