Biographical Info As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Your financial goals, tolerance for risk, time horizon are all important in order to build your personalized financial plan. While working with clients, I believe that educating and explaining financial concepts is as important as the recommendations that we make here at Edward Jones. I partner with my clients to understand what's important to them and their family. Whether it’s preparing for retirement, living in retirement or estate planning we use an established 5 step process to develop specific strategies toward your goals. We also monitor your progress to make sure you stay on track or determine if any adjustments need to be made. I am passionate about the opportunity to grow a business in Victoria. I moved to Vancouver Island few years ago and am blessed to call it home. Growing up in Poland I was always involved in my community as well as the local church. Passion for sports, mainly running, soccer and basketball developed my work ethic and entrepreneurial spirit. I completed my Master’s degree in International Economics and have now over 5 years of extensive financial services experience. Owing the fact I have spent most of my life abroad I believe my experience on a foreign market can help professionals who moved to Canada and are planning to retire here. When I’m not at the office I enjoy spending time with my friends and family or the Polish and International community. I also enjoy outdoor activities, reading books and most of all traveling. You can see me at the gym a lot too.
Email Address firstname.lastname@example.org
3381 Whittier avenue
Victoria, BC V8Z 0E8
Phone Number (250) 208-7453
Company Edward Jones
Work Phone +1 250-658-4665
Profile Full Service Brokerage
Services Retirement Savings Strategies Retirement Income Strategies Wealth Strategies
About I’m a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With more than 15,000 advisors across the United States and through the firm’s affiliate in Canada*, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized strategies to help you reach them. My branch office administrator and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit http://www.edwardjones.com/bartosz-glodek for more information. * Edward Jones is a limited partnership in Ontario, Canada, and is a wholly owned subsidiary of Edward D. Jones & Co., L.P., a Missouri limited partnership (“Jones US”). Jones US and its parent do not guarantee the obligations or liabilities of Edward Jones.