Edward Jones - Financial Advisor: Scott E Porter, CFP®
5/5
★
based on 4 reviews
Contact Edward Jones - Financial Advisor: Scott E Porter, CFP®
| Address : | 15272 Croydon Dr Suite 101, Surrey, BC V3Z 0Z5, Canada |
| Phone : | 📞 +88 |
| Website : | https://www.edwardjones.ca/ca-en/financial-advisor/scott-porter |
| Categories : | |
| City : | Z |
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Ali Rahimtula on Google
★ ★ ★ ★ ★ |
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andy copp on Google
★ ★ ★ ★ ★ We moved our accounts from another advisor when we moved here and have been very pleased with the attention, professionalism and knowledge Scott and Tammy have provided us. Full marks for the team.
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Dean Picketts on Google
★ ★ ★ ★ ★ I have known and worked with Scott for over 10 years. His knowledge, passion and client first attitude is a must have compared to the advisors I've dealt with in the past. Take an hour to meet with him and you'll understand why you're in better hands with Scott. His assistant Tammy is unbelievably organized which makes them a great team!
Dean Picketts
Mortgage Broker
Delta
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Richard Patraszewski on Google
★ ★ ★ ★ ★ Did your financial adviser phone you during recent market corrections?.... my adviser, Scott Porter did. When he called, he explained the market situation and how we were positioned to have minimal loss.
Does your financial adviser "get together with you", either in person or via a Zoom meeting?.....my adviser, Scott Porter does, every 3months.
Does your financial adviser distribute your funds into various sectors, and then places trades for a few stocks in each sector? Does your financial advisor balance the $ value of stocks in a sector so they are of equal $ value and then when "you get together" he will discuss how he wants to rebalance your portfolio and why he wants to rebalance.
Scott Porter does.
None of my 3 previous advisors did any of this...... this is why I strongly suggest you give him a call....you have nothing to lose BUT A LOT TO GAIN.
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