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: Dan Rosen, AAMS®
5950 Canoga Ave, Woodland Hills, CA
91367, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Dan Rosen, AAMS®
What personalized investment services does Edward Jones - Financial Advisor: Dan Rosen offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
How can I contact Edward Jones - Financial Advisor: Dan Rosen?
You can contact them by phone at +1 818-806-0979 or alternate phone +1 818-349-8009, or email at dan.rosen@edwardjones.com.
Where is Edward Jones - Financial Advisor: Dan Rosen located?
They are located at 5950 Canoga Ave, Suite 415, Woodland Hills, CA 91367, USA.
Does Edward Jones - Financial Advisor: Dan Rosen offer any online tools for retirement planning?
Yes, they offer a retirement savings calculator available online to help clients prepare for their financial future.
What languages are spoken at Edward Jones - Financial Advisor: Dan Rosen?
The financial advisor services are available in English.
How can I schedule an appointment with Edward Jones - Financial Advisor: Dan Rosen?
Appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/dan-rosen/contact/.
What nearby places can I visit before or after my financial consultation at Edward Jones?
Nearby places include All-Star Basketball Academy, where you can enjoy sports activities, and Samson Hair Restoration for beauty and spa services.
Are there legal services near Edward Jones - Financial Advisor: Dan Rosen if I need assistance with wills or probate?
Yes, nearby legal services include Laura W Adell Law Offices and Shapero & Shapero Law Offices, which specialize in legal services including wills, trusts, and probate.
Can I find other financial service providers close to Edward Jones - Financial Advisor: Dan Rosen?
Yes, nearby financial service providers include Canyon Oak Financial, Ardalan & Associates, PLC, and Vantage for additional financial advising and services.
What types of investment products does Edward Jones - Financial Advisor: Dan Rosen specialize in?
They specialize in Stocks & Bonds, Investment Management, and offer advisory services to meet diverse investment needs.