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.
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Worst retirement financial planning. Never discussed best steps to roll Trad. iRA into Roth or 401K’s into Roth years before retiring to not pay the highest taxes on RMD’s, limiting your Roth IRA contributions,, etc. None of these strategies were ever discussed over more than a decade. Now, we find out too late due to his incompetence. What the hell were we paying you for! Just to make money from our money???? He should know all this since he’s planning his retirement now, also! All we got was “you’re doing fine” which we find out too late, “THAT WE ARE NOT DOING FINE”. We are way behind for this transition and running out of time. To think we trusted him all these years. Extremely disappointed. Avoid him and any advice he gives at all costs
Frequently Asked Questions About Edward Jones - Financial Advisor: David A Nako
What services does Edward Jones - Financial Advisor: David A Nako offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs through face-to-face consultations.
Where is Edward Jones - Financial Advisor: David A Nako located?
The office is located at 733 Bishop St, Suite 2525, Honolulu, HI 96813, United States.
What are the office hours for Edward Jones - Financial Advisor: David A Nako?
The office operates during regular hours and is open by appointment only on Saturdays.
How can I contact Edward Jones - Financial Advisor: David A Nako?
You can contact via phone at +1 808-533-4980 or email david.nako@edwardjones.com.
Can I schedule an appointment online with David A Nako at Edward Jones?
Yes, appointments can be scheduled online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/david-nako/contact/.
Does Edward Jones - Financial Advisor: David A Nako offer mobile apps?
Yes, Edward Jones offers mobile apps available on both Android and iOS platforms to help clients manage investments conveniently.
What languages are supported at Edward Jones - Financial Advisor: David A Nako?
Services are provided in English.
Who are some nearby financial advisors to David A Nako?
Nearby financial advisors include Edward Jones - Financial Advisor: Rae S Smith, Tania Fukuda-Freuler from Eagle Strategies, Daniel Oshita at Morgan Stanley, Sharlene Molinare - Humana Agent, and Ryan Strada Financial Advisor at Morgan Stanley. These advisors offer additional options for financial planning and investment services in the vicinity.
Are there useful nearby resources for community support near Edward Jones - Financial Advisor: David A Nako?
Yes, nearby community services include Hawaiʻi Hunger Action Network and Pacific Island Health Officers Association, which provide social and health services that clients might find beneficial.
What nearby attractions or services can a client visit near Edward Jones - Financial Advisor: David A Nako?
Clients can explore nearby places such as Raise Up Hawaii flower shop, Mama-Ya Japanese restaurant for dining, and the Chamber of Commerce Hawaii for business resources before or after their visit.