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.
Learn about how we protect your data: 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.