Business Details
About
Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Dakoda L Peterson, CFP®|CRPC™
1670 Willow Creek Road, Prescott, AZ
86301, United States
Hours
Reviews
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- LBLenore BNov 4, 20241.0Zero at best He did zero
Frequently Asked Questions About Edward Jones - Financial Advisor: Dakoda L Peterson, CFP®|CRPC™
What types of financial services does Edward Jones - Financial Advisor: Dakoda L Peterson, CFP®|CRPC™ offer?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient strategies, stock & bond brokerage, and investment management tailored to individual client goals.
Where is Edward Jones - Financial Advisor: Dakoda L Peterson located?
The office is located at 1670 Willow Creek Road, Suite B, Prescott, AZ 86301, USA.
What are the office hours for Edward Jones - Financial Advisor: Dakoda L Peterson?
The office is open Monday through Friday from 8:00 AM to 4:30 PM and closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Dakoda L Peterson?
You can reach the office by phone at +1 928-882-2318 or via email at dakoda.peterson@edwardjones.com.
Is it possible to book an appointment online with Edward Jones - Financial Advisor: Dakoda L Peterson?
Yes, appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/dakoda-peterson/contact/.
Does Edward Jones provide any online tools to help with retirement planning?
Yes, they offer a retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
What nearby healthcare services are accessible when visiting Edward Jones in Prescott?
Nearby healthcare services include Ageless Living Institute (chiropractic and physical therapy), Fornara Eye Center (optometrist and eyewear), and Southwest Cardiovascular Associates - Prescott, which could be convenient for clients combining visits.
Are there any nearby real estate or property management offices near Edward Jones?
Yes, nearby are A1 Properties, The Lewin Team, and Peak Property Solutions, which provide real estate and property management services suitable for clients interested in local property investments.
Which nearby organizations could offer additional community support or services alongside Edward Jones?
Nearby community and social service organizations include United Way of Yavapai County, which supports local community services and nonprofits, offering valuable resources to residents.
Does Edward Jones - Financial Advisor: Dakoda L Peterson offer mobile apps for client convenience?
Yes, Edward Jones offers mobile apps available for both Android and iOS platforms to help clients manage investments and access financial information on the go.