Edward Jones - Financial Advisor: Danielle T Patnode, CEPA®|CRPC™
5.04 reviews
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: Danielle T Patnode, CEPA®|CRPC™
2590 Trailridge Dr E, Lafayette, CO
80026, United States
Hours
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- RGRobynne GoingApr 12, 20215.0Danielle Patnode really knows her stuff. She explains things in language I understand.
- RGRobynne GoingJun 19, 20205.0Danielle was able to guide me after my husband's death, ensuring my financial future. Trustworthy and the best team in her office
- BDBeth DorianOct 19, 20195.0Danielle is very knowledgeable, trustworthy, and explains things very clearly. Thanks to her attentive eye, my retirement account is one less thing for me to worry about!
- CFCheryl FurerMar 18, 20175.0Danielle stays up-to-date and informative on all of the financial changes and happenings. She is a wealth of information and a trusted advisor in the shifting markets.
Frequently Asked Questions About Edward Jones - Financial Advisor: Danielle T Patnode, CEPA®|CRPC™
What financial services does Edward Jones - Financial Advisor: Danielle T Patnode, CRPC™ offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stock and bond brokerage, and investment management tailored to individual client goals.
What are the regular business hours for this Edward Jones office?
The office is open Monday to Thursday from 8:00 AM to 4:30 PM, and Friday from 8:00 AM to 3:30 PM. It is closed on Saturdays and Sundays except by appointment on Saturdays.
How can I schedule an appointment with financial advisor Danielle T Patnode?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/danielle-patnode/contact/ or by emailing danielle.patnode@edwardjones.com or calling +1 303-828-3940.
Where is Edward Jones - Financial Advisor: Danielle T Patnode located?
The office is located at 2590 Trailridge Dr E, Suite 101, Lafayette, CO 80026, USA.
What languages are supported at this Edward Jones branch?
They offer services in English.
Are there any nearby financial services or advisors near Edward Jones - Danielle T Patnode's office?
Yes, nearby financial service providers include Edward Jones - Financial Advisor: Ryan F Maskewitz, AAMS®, Latino Christopher CPA, Mosaic Tax Group, and several insurance agencies like Farmers Insurance - Jason Tichota and State Farm.
What nearby healthcare or medical services are available around this Edward Jones location?
Nearby healthcare providers include Debora I. Ma, MD (plastic surgeon), Manifest Health Concierge Medicine (family practice), HospiceCare of Boulder and Broomfield Counties, and TRU Community Care (home health care and retirement home services).
Can customers visit any nearby professional service offices when visiting Edward Jones?
Yes, professional services nearby include Cook, Bradford & Levy, LLC (legal and insurance), The Asset Exchange (tax law), and Ideasource Creative Marketing Services (advertising and public relations).
Where can I find the Edward Jones mobile apps to manage my investments?
You can download the Edward Jones app on Android via https://play.google.com/store/apps/details?id=app.edwardjones.mobile&hl=en and on iOS via https://apps.apple.com/us/app/edward-jones-iphone-app/id457043098?mt=11818.
How does Edward Jones help clients prepare for retirement?
Edward Jones offers retirement planning services and a retirement savings calculator to help clients plan effectively for their future financial security.