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: Daniel Machado
2971 Willow Creek Rd, Prescott, AZ
86301, United States
Hours
Reviews
5.0
2 reviews
5 stars
2
4 stars0
3 stars0
2 stars0
1 star0
- BSBruce SenkowJan 10, 20235.0Daniel Machado is an advisor you can trust, he is knowledgeable, and he listens. Everything you want when investing. I would strongly encourage you talk with Daniel if you are looking for retirement advice, a Brokerage, or investing for your future.
- RKRyan KeysMar 3, 20225.0I decided it was time to move my IRA from an underperforming non-managed credit union account to a managed account. After getting a few references and doing some research, I decided to use Daniel Machado and I am so happy I did. He has always been available whenever I need to discuss any changes, and even helped me to move from a Traditional IRA to a Roth IRA (something I had been wanting to do). His level of knowledge to explain answers to any questions I have has been truly helpful in planning for retirement. Plus, he's just a nice guy, which is always a bonus when that person is dealing with your finances! I highly recommend his services. He definitely won't steer you wrong.
Frequently Asked Questions About Edward Jones - Financial Advisor: Daniel Machado
What are the regular business hours for Edward Jones - Financial Advisor: Daniel Machado?
The office is open Monday through Thursday from 8:00 AM to 5:00 PM, and on Friday from 8:00 AM to 3:00 PM. It is closed on Saturdays and Sundays except by appointment.
How can I schedule an appointment with Daniel Machado?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/daniel-machado/contact/ or contact them by phone or email.
What types of financial services does Edward Jones provide at this location?
Services include personalized investment advice, retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, and investment management.
Does Edward Jones - Financial Advisor: Daniel Machado offer consultations in languages other than English?
Currently, they offer services in English only.
Who can I contact at Edward Jones for investment management questions?
Daniel Machado, the financial advisor at this Edward Jones location, can assist you with investment management and financial planning.
Is there a way to use an online tool to assess my retirement readiness?
Yes, Edward Jones offers a retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help you assess your retirement readiness.
Which nearby real estate agents can clients visit after consulting with Edward Jones?
Nearby real estate agents include Laura Spaeth, Realtor; Terri Kiffer; Paige McCargar; Linda A Wood; Jennifer McMahon Prescott AZ Realtor; and Sotheby's International Realty, all within the local Prescott area.
Are there mortgage services available near the Edward Jones office?
Yes, you can find mortgage services nearby including Laurie Moore, Branch Manager at Fairway Independent Mortgage Corporation and Steve Buckingham at Fairway Independent Mortgage Arrowhead.
What nearby amenities can clients use for convenience when visiting Edward Jones?
Clients can access nearby amenities such as Hallum Chevron convenience store, Texaco Station for fuel, and Smoketree Self Storage if needed for storage solutions near the office.
Is there another Edward Jones financial advisor office near Daniel Machado’s location?
Yes, another Edward Jones financial advisor office nearby is managed by Paul R McCully and also Julie M Pindzola, AAMS®.