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Stephen Bronn, Financial Advisor

FINANCIAL ADVISOR
Stephen M Bronn

QAFP®, CIM®
447 Niagara Street, Unit 4, Welland, ON L3C 1L6opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth strategies
  • Retirement savings strategies
  • Retirement income strategies
  • Wealth protection strategies
  • Estate and legacy strategies
  • Business owner considerations

About Stephen

At Edward Jones, every strategy we offer and every solution we recommend is based on what's most important to you. We need to deeply understand your priorities to work together effectively.

I have over 19 years of professional financial experience discovering, planning and implementing strategies, and completed my first financial course in 1985.

I am a financial advisor, life insurance agent/broker professional and I hold the Qualified Associate Financial Planner (QAFP®) and Chartered Investment Manager (CIM®) designations.

I work best with families, business owners, and professionals who I partner together with to build personalized financial strategies to help them reach their financial goals.

We...

Work History

  • Edward JonesNovember 2014 to Current

Personal Interests

  • Golfing
  • Outdoor Enthusiast
  • Fishing
  • Community Outreach

Team Members

  • Jyoti Noorbhai
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 06:00PM
Thu 09:00AM - 03:00PM
Fri 10:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(905) 714-4313

Fax

(877) 335-9156

Office Address

447 Niagara Street
Unit 4
Welland, ON L3C 1L6opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

We use an established process to help you reach your goals.

Learn More