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: Dave Allen
1113 E John Sims Pkwy, Niceville, FL
32578, United States
Reviews
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- LGLaura GrinerOct 15, 20255.0I was able to schedule an appt. promptly according to my availability. Shelly was very cordial and engaging as we waited in the lobby for our appt. Dave was very patient and walked us through the process of setting up an IRA and joint account and answered all our questions. During the 2 hours we were with him, it was obvious he's experienced in finances, has a deep understanding of the subject, and is very passionate about sharing his knowledge. We left our meeting feeling we learned a lot, excited about saving for the future, and feel we're in good hands. I highly recommend using Dave Allen for your financial advising needs.
Frequently Asked Questions About Edward Jones - Financial Advisor: Dave Allen
What services does Edward Jones - Financial Advisor: Dave Allen offer?
Edward Jones - Financial Advisor: Dave Allen provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, along with stocks and bonds investment management.
How can I schedule an appointment with Dave Allen?
You can schedule an appointment by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/dave-allen/contact/. Note that Fridays are by appointment only.
Where is Edward Jones - Financial Advisor: Dave Allen located?
The office is located at 1113 E John Sims Pkwy, Niceville, FL 32578, USA.
What languages are spoken at Edward Jones - Financial Advisor: Dave Allen?
Services are provided in English.
Does Edward Jones - Financial Advisor: Dave Allen provide any mobile apps for clients?
Yes, Edward Jones has mobile apps available for both Android and iOS devices to help manage your investments.
What are some nearby dining options when visiting Edward Jones - Financial Advisor: Dave Allen?
Nearby dining options include Sawadee Thai Cuisine, a Thai restaurant, and Strange Colt Brewery, a gastropub and bar, perfect for meals before or after your financial consultation.
Are there any fitness centers near Edward Jones - Financial Advisor: Dave Allen?
Yes, there are several fitness centers nearby such as Fitness Forward, CrossFit Bluewater, and Optimum Hope Gym, which are great for staying active in the area.
Can I visit any beauty or wellness services close to Edward Jones - Financial Advisor: Dave Allen?
Indeed, nearby beauty and wellness services include Hollywood Nails, The Spa at Merle Norman, Dragonfly Studio Salon, Sun Hut tanning salon, and Healing Hands Mobile Massage.
How can I contact Edward Jones - Financial Advisor: Dave Allen by phone or email?
You can reach them by main phone at +1 850-534-6094, alternate phone at +1 850-729-0329, or email at dave.allen@edwardjones.com.
What makes Edward Jones - Financial Advisor: Dave Allen different from competitors like Merrill Lynch or Wells Fargo Advisors?
Edward Jones offers personalized, face-to-face investment advice tailored to each client's individual financial goals, focusing on building secure financial futures, distinguishing it from larger competitors like Merrill Lynch and Wells Fargo Advisors.