What services does Edward Jones - Financial Advisor: Daniel Waltemate offer? They provide financial advising, investment management, investment funds, and stock brokerage services.
Where is Edward Jones - Financial Advisor: Daniel Waltemate located? The office is at 1201 6th Ave W, Ste 301, Bradenton, FL 34205, USA.
How can I schedule an appointment with Daniel Waltemate? You can schedule an appointment through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/daniel-waltemate/contact/.
What retirement and investment products does Edward Jones specialize in? They specialize in 401(k) rollovers, Roth IRAs, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
Is there an app to manage investments with Edward Jones? Yes, there are Android and iOS apps available. The Android app can be found on Google Play, and the iOS app on the Apple App Store.
What languages does Daniel Waltemate speak? He offers services in English.
What is the contact email and phone number for Daniel Waltemate's office? You can email daniel.waltemate@edwardjones.com or call +1 941-226-2085.
Are there other financial advisors near Edward Jones - Daniel Waltemate's office? Yes, Edward Jones - Financial Advisor: John W Booth, AAMS® is nearby and could be an alternative resource for financial services.
What banking options are near the Edward Jones office in Bradenton? Bank of America is located nearby, convenient for banking needs before or after visiting Edward Jones.
What local places can I visit near Edward Jones while attending appointments? Near Edward Jones, you can visit Kefi Streetside Cafe for coffee or meals, and if interested in legal advice, Peebles Law Firm is located nearby.
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