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: Dani Fergen, AAMS®
12651 Mcgregor Blvd, Fort Myers, FL
33919, United States
Hours
Reviews
5.0
2 reviews
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2
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1 star0
- LSLarry D SteeleAug 25, 20205.0Very professional staff and advisors.
- TKTrey KrutkyAug 16, 20195.0Kip Hopkins has a passion for going above and beyond any Finacial advisor has done. Between follow up calls , checking in , looking for new ways to better improve my family and I’s Portfolio he has made me feel very comfortable in investing with Edward Jones. Kip was very well at explaining to us very clearly all our investments and making it easy for us to understand . Thank you again Kip
Frequently Asked Questions About Edward Jones - Financial Advisor: Dani Fergen, AAMS®
What services does Edward Jones - Financial Advisor: Dani Fergen, AAMS® provide?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored through face-to-face consultations.
What are the regular business hours for Edward Jones - Financial Advisor: Dani Fergen, AAMS®?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and is closed on Sundays. On Saturdays, it is open by appointment only.
Where is Edward Jones - Financial Advisor: Dani Fergen, AAMS® located?
The office is located at 12651 Mcgregor Blvd, Suite #1-101, Fort Myers, FL 33919, USA.
How can I contact Edward Jones - Financial Advisor: Dani Fergen, AAMS®?
You can reach them by phone at +1 239-540-2331 or by email at dani.fergen@edwardjones.com.
Is it possible to schedule an appointment with Dani Fergen online?
Yes, appointments can be made through their reservation page at https://www.edwardjones.com/us-en/financial-advisor/dani-fergen/contact/.
What language is primarily spoken at Edward Jones - Financial Advisor: Dani Fergen, AAMS®?
English is the primary language spoken at this office.
Are there any wellness centers near Edward Jones - Financial Advisor: Dani Fergen, AAMS® that clients might visit?
Yes, the Breaking Free Wellness Center is nearby and offers professional services that clients might find beneficial before or after their consultation.
What childcare or youth activities are available near Edward Jones - Financial Advisor: Dani Fergen, AAMS®?
Soccer Shots Southwest Florida, a youth organization, is located nearby and provides engaging activities for children in the area.
Are there other financial advisory offices near Edward Jones - Financial Advisor: Dani Fergen, AAMS®?
Yes, there are nearby Edward Jones offices such as those managed by financial advisors Kip C Hopkins and Brad Haley, providing additional financial service options.
What is the history of Edward Jones and its reputation?
Edward Jones was established in 1922 and is known for its personalized investment and financial advisory services designed to fit individual client needs.