Edward Jones - Financial Advisor: David Koppe
5/5
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based on 7 reviews
Contact Edward Jones - Financial Advisor: David Koppe
Address : | 555 W 12th Ave Suite 116, Vancouver, BC V5Z 3X7, Canada |
Phone : | ๐ +88 |
Website : | https://www.edwardjones.ca/ca-en/financial-advisor/david-koppe |
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City : | Z |
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Yoji Suzuki on Google
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ๅฝผใซ้ ใใฆใใๆ่ณๅๅใ็งใฎ้็ญใฎใใใซ้ใใใซ็พ้ๅใใฆใใใใใ
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่ฆใซๅฟใใฆๅคๆดใ่ชฟๆดใ้ใใใซ่กใฃใฆใใใพใใ
ใกใผใซใชใฉใงใฎๆ
ๅ ฑๆไพใๆ็ใชใฆใงใใใผใชใฉใธใฎๅๅ ใไฟใใฆใใใพใใ
ใชในใฏใจใกใชใใใใญใใใจ่ชฌๆใใชใใใ้กงๅฎขใฎๅธๆใซๆฒฟใฃใใใฎใๆไพใใฆใใใพใใ
ใใ็พๅจใใกใคใใณใทใฃใซใขใใใคใถใผใใๆขใใฎๆนใฏใไธๅบฆใใผใใใใซ็ธ่ซใใฆใฟใฆใฏใใใใงใใใใ๏ผ
Thank you very much to Mr. David Coppe for purchasing the condo.
He feels like a customer and does more than he should. Satisfaction will be very high.
for example
When I'm worried about what to do with mortgages
Introducing a reliable mortgage broker (who works with customers first on holidays)
He quickly cashed out the investment products he had entrusted to me for my money.
It does more work than the customer wants.
He holds a monthly follow-up zoom meeting on how the amount of investment has changed and why it has resulted in such a result, and he also teaches me and my son about investment. And it will make changes and adjustments promptly as needed.
It also encourages you to provide information by e-mail and participate in useful webins.
While explaining the risks and benefits, it provides what the customer wants.
If you are currently looking for a financial adviser, why not talk to David once?
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ใใE on Google
โ โ โ โ โ He takes the time to answer inquiries and attend to the concerns that come up. He was very knowledgeable and provided retirement analysis and calculations using computer systems to show various plans for the future.
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Davey on Google
โ โ โ โ โ Can't recommend David Enough. Very personable, and always goes the extra mile without being asked!
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Albert C on Google
โ โ โ โ โ I highly recommend David. He was quite thorough in determining my risk profile and investment preferences in order to develop an investment portfolio. He also provided a retirement analysis to show what my financial position will look like in the long term. David is very personable, communicative and transparent in his advice.
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Charito Kaay on Google
โ โ โ โ โ David has helped provide me informed of my stock investments. He truly cares and takes pride in helping his clients with managing their wealth. He is available to answer my questions and informs me as the current events may affect my investments. He is a hands on financial advisor.
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Christine von Pander on Google
โ โ โ โ โ What a great experience! David takes the time to learn more about me and doesnโt wait for me to call him when any changes happen. - David is the way to invest!
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Kimberly Richmond on Google
โ โ โ โ โ I've had the pleasure of working with David for a while and I'm so glad I decided to switch from investing with my bank to using David as my financial advisor. He has an in-depth understanding of all aspects of the market and is able to explain even the most complicated financial concepts in ways that are easy to understand. Because there is never a question that David has my best interests at heart, I'm completely confident in letting him guide my investment portfolio. David is an example of everything you want from your financial advisor.
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