Edward Jones - Financial Advisor: Joel C Dunham, CFP®|CRPC™|CRPS™
4.04 reviews
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: Joel C Dunham, CFP®|CRPC™|CRPS™
2180 Creighton Road, Pensacola, FL
32504, United States
Hours
Reviews
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- DCDuane CloudNov 1, 20255.0He's good to my parents and was good to me as well when I had enough to invest.
- SBShawn BaeckerJun 24, 20205.0Mr. Joel Dunham has been taking care of us for almost 10 years, and I can honestly tell you that he is up with the best of the best. He will take as much time as you need to answer all your questions, his knowledge is superb, and we trust him with our lives, literally. He applies his personal, Godly/Christian standards to his work, and is always honest and forthcoming, and we feel like family when we are in his office. Don't hesitate to at least give the office a call and schedule a time to sit down and get started on your life after retirement. Tell Dianne that Shawn sent you! ;) In reading the other reviews, I don't think it's fair that Google allows someone to leave a 1-star rating on someone's business without at least 20 words to say why. I can't imagine anyone having a 1-star experience with Joel.
- JCJames CowartDec 12, 20195.0Every interaction I’ve had with Joel Dunham has outstanding. In addition to being very knowledgeable, he really cares about my particular circumstances and treats me like a friend and not just another client. I recommend his services without reservation.
Frequently Asked Questions About Edward Jones - Financial Advisor: Joel C Dunham, CFP®|CRPC™|CRPS™
What services does Edward Jones - Financial Advisor: Joel C Dunham offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, focusing on face-to-face consultations.
What are the business hours for Edward Jones - Financial Advisor: Joel C Dunham in Pensacola, FL?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I contact Joel C Dunham for financial advice?
You can reach Joel C Dunham by phone at +1 850-476-3682 or email at joel.dunham@edwardjones.com.
Where is Edward Jones - Financial Advisor: Joel C Dunham located?
Their office is located at 2180 Creighton Road, Pensacola, FL 32504, USA.
Does Edward Jones - Financial Advisor: Joel C Dunham have an online presence for booking appointments or accessing resources?
Yes, you can book appointments and find more information at their website and reservation page, and there are mobile apps available for both Android and iOS.
Is there a featured tool provided by Edward Jones to help with retirement planning?
Yes, they offer a Retirement Savings Calculator to help you assess if you're retirement ready.
What nearby insurance agencies can I visit around the Edward Jones office?
Nearby insurance agencies include Reed Dave Insurance, Erb and Young Insurance Pensacola, Dave Reed Insurance, Zoellner's Insurance Agency LLC, Ty Leath: Allstate Insurance, and Angela Knight's Insurance Agency, all offering various insurance services that complement financial planning.
Are there any nearby healthcare or wellness services around Edward Jones location?
Yes, nearby healthcare services include Addus HomeCare, CareStaff, PT Solutions of Creighton, Mark Ryan (Internal Medicine), Trinova Medical, and Creighton Chiropractic Center, useful if you're interested in health alongside financial wellness.
Can I find lifestyle and shopping options near Edward Jones at 2180 Creighton Road?
Yes, nearby shopping and lifestyle options include Sally Beauty, Creighton Commons - GameStop, and Cato women's clothing store for your retail and entertainment needs.
How might neighboring financial and loan services benefit me when visiting Edward Jones?
Nearby financial services like Whitman & Whitman Insurance, Advance America payday loans, Welcome Home Mortgage Team, and Western Union money transfer can offer complementary financial solutions during your visit.