Edward Jones - Financial Advisor: Mark P Dunn, CFP®|ChFC®|CPWA®|CEPA®|CLU®|RICP®|ABFP®|AAMS®|CRPC™|AWMA®|CRPS™
5.06 reviews
Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
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Location
Edward Jones - Financial Advisor: Mark P Dunn, CFP®|ChFC®|CPWA®|CEPA®|CLU®|RICP®|ABFP®|AAMS®|CRPC™|AWMA®|CRPS™
1151 Yulupa Avenue, Santa Rosa, CA
95405, United States
Hours
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- AHAmanda HagarDec 12, 20255.0Mark is incredibly knowledgeable in his field. He helped me maximize year-end tax benefits through smart financial planning and, most importantly, gave me real peace of mind that I’m on track for retirement. I can’t recommend him enough—he’s now my go-to financial planning expert and someone I confidently refer to my clients.
- NHNicole HumberSep 5, 20255.0Mark is literally one of the kindest, knowledgeable, financially savvy person I know. I am so grateful to have him overseeing all of our 401K, IRAs, and helping me understand the stock market. He is the person you can trust wholeheartedly. I know that when it comes time to retire I am set up for success. Thank you so much Mark!
- EAEric AlexanderJul 7, 20195.0I’ve worked with Mark for a number of years. He’s great. I like that he truly cares about me and my family and is always making sure that we are going to be okay.
- CPCathy PinderMar 4, 20195.0Mark is up front, honest, and cares about doing the best for his clients! He really listens to your concerns and how you want to invest. Mark gives sound advice based on the market and your personal situation. I highly recommend using Mark as your financial advisor!
Frequently Asked Questions About Edward Jones - Financial Advisor: Mark P Dunn, CFP®|ChFC®|CPWA®|CEPA®|CLU®|RICP®|ABFP®|AAMS®|CRPC™|AWMA®|CRPS™
What services does Edward Jones - Financial Advisor Mark P Dunn provide?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, delivered through face-to-face consultations.
What are the regular business hours for Edward Jones - Financial Advisor Mark P Dunn?
The office is open Monday through Friday from 8:30 AM to 4:30 PM and is closed on Saturdays and Sundays, but appointments can be scheduled on weekends by request.
Where is Edward Jones - Financial Advisor Mark P Dunn located?
The office is located at 1151 Yulupa Avenue, Santa Rosa, CA 95405, United States.
How can I contact Mark P Dunn's Edward Jones office?
You can reach the office by phone at +1 707-576-1518 or email mark.dunn@edwardjones.com.
Is it possible to book a consultation with Mark P Dunn online?
Yes, you can schedule an appointment through the online contact page at https://www.edwardjones.com/us-en/financial-advisor/mark-dunn/contact/
What languages does Edward Jones - Financial Advisor Mark P Dunn staff speak?
The office provides services in English.
Can you recommend some nearby places to visit before or after my appointment at Edward Jones?
Nearby places include Whole Foods Market for grocery shopping, Allegro Coffee Company for coffee and snacks, and California Cuts Hair Studio if you want a haircut or beauty treatment.
Are there any nearby fitness centers close to Edward Jones - Financial Advisor Mark P Dunn?
Yes, studios such as F45 Training Santa Rosa Bennett Valley, Studio Fitness, and Shelly Fitzsimmons Integrative Fitness are located nearby for those interested in fitness and wellness activities.
Where can I find pet services near the Edward Jones office?
Nearby pet service locations include Petco, Unleashed by Petco, Vetco Vaccination Clinic, and Unleashed Vaccination Clinic, which provide pet supplies and veterinary care.
What financial competitors are ranked alongside Edward Jones - Financial Advisor Mark P Dunn?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab, which also offer financial advisory and investment services.