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 Kirk, CFP®|AAMS®
970 Reserve Dr, Roseville, CA
95678, United States
Hours
Reviews
5.0
5 reviews
5 stars
5
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- DSDerek SamplesApr 11, 20225.0I found Daniel Kirk in an online search in September 2020. After a couple interviews we decided to move our investments over to Edward Jones working with Dan. A year and a half later we are so glad that we did! I have wanted to post a review for Dan for some time now, especially since this is the very place that we found him. His positive reviews are what originally intrigued us. He’s helped us check off many of our “to-do’s” from life insurance and establishing a family trust. He’s always had our interest ahead of his own, and I appreciate his long term thinking approach to good financial decision making. He also has some great referrals within his network. Thanks Dan!!!
- BKBillie KirkApr 28, 20205.0Danny is very easy to work with and always available with any questions I have! He helped me through the process and explained everything in detail! I would highly recommend him to help you with any financial questions and needs you have!!
- AWA WaltersApr 17, 20205.0First and foremost, Dan Kirk LISTENS. And second, he gives answers a "non-investor" can understand in terms of risk, investment strategy and longterm goals. I'm very comfortable talking to/with him and he is in communication with me any time there's anything he feels will affect my investments.
- KBKymla BirchetteApr 17, 20205.0Dan made moving my 401k and my pension over to EJA so easy! He calls me when changes come up so we can discuss my accounts. I appreciate and respect the advice he gives - I have recommended him to people in my network. All have been impressed.
- LNLindsey NoyesApr 16, 20205.0When first moving my retirement and Roth account to Daniel at Edwards Jones, we had many extensive talks about my expectations, hopes and needs for my future and investing. He is very open to explaining further anything you don’t understand and always listens to your ideas on potential investments. He makes sure he does his research and tries to find the right moments to make investment moves. It feels good to finally have my financial future in good hands!
Frequently Asked Questions About Edward Jones - Financial Advisor: Daniel Kirk, CFP®|AAMS®
What services does Edward Jones - Financial Advisor: Daniel Kirk, CFP®|AAMS® offer?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Daniel Kirk located?
The office is located at 970 Reserve Dr, Suite 150, Roseville, CA 95678, United States.
What are the business hours for Edward Jones - Financial Advisor: Daniel Kirk?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and closed on Saturdays and Sundays.
How can I schedule a consultation with Daniel Kirk at Edward Jones?
You can schedule a consultation by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/daniel-kirk/contact/ or by calling +1 916-218-6044.
What languages does Edward Jones - Financial Advisor: Daniel Kirk support?
The office primarily offers services in English.
Can clients download an app to manage their investments with Edward Jones?
Yes, clients can download the Edward Jones mobile app available on both Android (https://play.google.com/store/apps/details?id=app.edwardjones.mobile&hl=en) and iOS (https://apps.apple.com/us/app/edward-jones-iphone-app/id457043098?mt=11818).
What should I know about data privacy at Edward Jones?
Edward Jones is committed to protecting your data. For information on how they use and protect your data, visit their Privacy and Security page at https://www.edwardjones.com/us-en/privacy.
Are there other financial advisory services near Edward Jones - Financial Advisor: Daniel Kirk in Roseville?
Yes, nearby financial services include Edward Jones - Financial Advisor: Cody C Sloan, AAMS®, Edward Jones - Financial Advisor: Rita S Jackson, US Educational Financial Solutions, Grecu Capital Management, and Level Coaching.
What nearby insurance agencies are close to Edward Jones - Financial Advisor: Daniel Kirk?
Nearby insurance agencies include Dr. David Smothers, United States Tax Lien Association, Nationwide Mutual Insurance Company, HUB International, and Sheppard and Associates Insurance and Bonding.
Are there useful local businesses near Edward Jones for clients to visit?
Yes, nearby helpful businesses include Rise Marketing, a marketing and advertising agency, J4 Systems for IT services and computer repair, and Light Within Counseling for mental health support.