Edward Jones - Financial Advisor: Daniel J Zachary, CFP®|ChFC®|AAMS®
5.01 review
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 J Zachary, CFP®|ChFC®|AAMS®
39500 Stevenson Place, Fremont, CA
94539, United States
Hours
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Frequently Asked Questions About Edward Jones - Financial Advisor: Daniel J Zachary, CFP®|ChFC®|AAMS®
What services does Edward Jones - Financial Advisor: Daniel J Zachary offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient strategies, and face-to-face financial consultations.
What are the regular business hours for Edward Jones - Financial Advisor: Daniel J Zachary?
The office is open Monday through Thursday from 8:30 AM to 6:00 PM, Friday from 8:30 AM to 5:00 PM, and is closed on weekends except by appointment on Saturdays.
How can I make an appointment or contact Daniel J Zachary?
You can contact Daniel J Zachary by phone at +1 510-795-0800 or email at daniel.zachary@edwardjones.com. Appointments can also be made through their online reservation page.
Where is Edward Jones - Financial Advisor: Daniel J Zachary located?
The office is located at 39500 Stevenson Place, Suite 201, Fremont, CA 94539, USA.
What languages are supported at this Edward Jones office?
They provide services in English.
Does Edward Jones offer any tools to help with retirement planning?
Yes, they feature a retirement savings calculator to help clients prepare for their financial future.
What nearby places can help if I am looking for real estate or insurance services around Edward Jones?
Nearby options include Fidelity National Title and Kevin Nuss - State Farm Insurance Agent, which can assist with real estate and insurance needs respectively.
Are there nearby dining or cultural spots around Edward Jones in Fremont?
Yes, the Mexican Heritage Plaza is close by, offering restaurant options and shopping, which can be convenient before or after your visit.
Which other financial service providers are near Edward Jones - Financial Advisor: Daniel J Zachary?
Other nearby financial advisors include Edward Jones - Financial Advisor: Judy Qiqin Zhu and Willner & Associates, providing additional financial services and insurance options.
What is Edward Jones' stance on privacy and data protection?
Edward Jones is committed to protecting client data, and detailed information is available on their Privacy and Security page on their website.