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: Dana L Wozniak, CFP®|CEPA®
3640 West 112th Avenue, Westminster, CO
80031, United States
Hours
Reviews
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- CScj smithJun 7, 20241.0Unable to answer simple investment questions without becoming defensive and patronizing. Imo you should feel comfortable asking a financial planner who is handling your money questions - other advisors I’ve worked with don’t have an issue explaining things. Next - I was told they were selling off my investment without warning, or being given another option. Maybe my 5 figure investment wasn’t enough. Either way, my experience was poor customer service.
Frequently Asked Questions About Edward Jones - Financial Advisor: Dana L Wozniak, CFP®|CEPA®
What services does Edward Jones - Financial Advisor Dana L Wozniak offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and tailored advice through face-to-face consultations.
What are the office hours for Edward Jones - Financial Advisor Dana L Wozniak?
The office is open Monday to Friday from 8:30 AM to 4:30 PM and is closed on Sundays. Saturdays are by appointment only.
How can I contact Edward Jones - Financial Advisor Dana L Wozniak?
You can contact them by phone at +1 303-460-1357 or email dana.wozniak@edwardjones.com.
Where is Edward Jones - Financial Advisor Dana L Wozniak located?
They are located at 3640 West 112th Avenue, Westminster, CO 80031, United States.
Is it possible to schedule an appointment online with Dana L Wozniak?
Yes, appointments can be scheduled online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/dana-wozniak/contact/.
Does Edward Jones - Financial Advisor Dana L Wozniak offer mobile apps for convenient access?
Yes, Edward Jones offers mobile apps available on Android and iOS platforms for easier account access and management.
What should I expect from a consultation with Dana L Wozniak?
You can expect personalized financial advice tailored to your goals in areas such as stocks, bonds, and investment management.
Which nearby places can I visit when attending a meeting at Edward Jones in Westminster?
You can visit the Westminster Public Library or have some relaxation time at Legacy Ridge Pool nearby before or after your appointment.
How does the proximity to Front Range Community College benefit Edward Jones clients?
Clients who are students or staff at Front Range Community College may find it convenient to schedule consultations with Edward Jones due to its close location, easing access to financial planning services.
What are some dining or leisure options near Edward Jones - Financial Advisor Dana L Wozniak?
Nearby options include Rising Trout Brewing for a relaxed pub experience and Cold Stone Creamery if you're interested in some ice cream after your visit.