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Edward Jones - Financial Advisor: David Oster, AAMS®
David has given my family great piece of mind towards our future. He was attentive and listened to our concerns. He showed great plan that we could easily follow. We really value the relationship we have with him. I highly recommend him if you want to secure your future.
CE
Collecting Eagle
Jul 31, 2023
5.0
I have been a client for several years and without a doubt, trust David Oster with my financial planning. He is consistently upfront and transparent about my accounts, breaks out fees, walks through account performance and regularly checks in with me. Personable and with his heart and intentions in the right place, I genuinely feel safe investing with him because he is looking out for me and not just his own interests. Highly recommend for anyone starting out or tired of advisors that treat you like an account number. For a genuine experience, call David Oster.
Frequently Asked Questions About Edward Jones - Financial Advisor: David Oster, AAMS®
What services does Edward Jones - Financial Advisor: David Oster, AAMS® offer?
They offer financial advising, investment management, investment funds, and stock broker services.
Where is Edward Jones - Financial Advisor: David Oster, AAMS® located?
Located at 1400 E Southern Ave B-109, Tempe, AZ 85282, USA.
What are the business hours for Edward Jones - Financial Advisor: David Oster, AAMS®?
Open weekdays with additional hours by appointment only on Saturdays.
How can I contact David Oster for a financial advising appointment?
You can call +1 623-444-2697 or email david.oster@edwardjones.com to schedule an appointment.
Is there an online way to schedule an appointment with David Oster?
Yes, appointments can be scheduled via their contact page at https://www.edwardjones.com/us-en/financial-advisor/david-oster/contact/.
What specialties does David Oster have in financial advising?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
Which languages are supported at Edward Jones - Financial Advisor: David Oster, AAMS®?
Services are provided in English.
Are there other financial service providers near Edward Jones - Financial Advisor: David Oster, AAMS®?
Yes, nearby financial services include Jet Speed Investments, Redpoint Wealth Management, and the National Bank of Arizona, which can provide additional investment and banking options.
What nearby real estate agencies can clients visit when at Edward Jones - Financial Advisor: David Oster?
Nearby real estate agencies include Greg Askins Realtor - Realty Executives, Karen Ballantyne, Realty Executives, and Realty Executives, useful if you are considering property investments.
Are there local healthcare services near Edward Jones - Financial Advisor: David Oster, AAMS® that clients might find useful?
Yes, local healthcare services nearby include Emblem Healthcare and SourceOne Dental Inc., which clients can visit for personal care and dental needs.