Edward Jones - Financial Advisor: Daniela I Martinez

5.0
4 reviews

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: Daniela I Martinez
140 E Highland Avenue, Clermont, FL
34711, United States

Hours

Reviews

5.0
4 reviews
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  • CM
    Craig Martin
    Jan 30, 2025
    5.0
    Daniela is an amazing person that looks after her clients!
  • KH
    Kolby Hijada
    May 17, 2024
    5.0
    Daniela is super responsive, knowledgeable, and has proven to be excellent at organization, and it's always a pleasure speaking with her. I highly recommend her services!
  • EL
    Eve Lumsden
    May 16, 2024
    5.0
    Daniela took our family's accounts and not only streamlined them, put us into higher-yield accounts, discussed risks and benefits with us, but was communicative, responsive, and a true pleasure to work with. She makes talking about your money pain-free.
  • JC
    James Cooley
    Oct 20, 2021
    5.0
    Daniela Martinez and her staff are truly amazing people. They care about there clients and show true professionalism every day. Thank you Daniela!

Frequently Asked Questions About Edward Jones - Financial Advisor: Daniela I Martinez

What services does Edward Jones - Financial Advisor: Daniela I Martinez offer?

They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies with face-to-face consultations.

What are the office hours for this Edward Jones location?

The office is open Monday to Thursday from 8:30 AM to 5:00 PM, Friday from 8:30 AM to 4:00 PM, and is closed on Sundays and Saturdays except by appointment on Saturdays.