Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Dana Reese, AAMS®
4469 Papalina Rd, Kalaheo, HI
96741, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Dana Reese, AAMS®
What services does Edward Jones - Financial Advisor: Dana Reese, AAMS® offer?
They provide financial advising, investment management, investment funds, and stock brokerage services.
Where is Edward Jones - Financial Advisor: Dana Reese, AAMS® located?
The office is located at 4469 Papalina Rd, Unit A, Kalaheo, HI 96741, USA.
How can I schedule an appointment with Dana Reese?
Appointments can be scheduled online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/dana-reese/contact/.
What are some specialties of Dana Reese as a financial advisor?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
What is the main contact number for Edward Jones - Financial Advisor: Dana Reese, AAMS®?
The main phone number is +1 808-207-7394.
Does Edward Jones - Financial Advisor: Dana Reese, AAMS® offer support in multiple languages?
Services are offered in English.
Where can I learn more about IRAs from Edward Jones?
You can learn more about IRAs on their official site at https://www.edwardjones.com/us-en/market-news-insights/retirement/iras/roth-vs-traditional-ira.
What nearby medical facilities are accessible around Edward Jones - Financial Advisor: Dana Reese, AAMS®?
Nearby medical facilities include The Clinic at Kalaheo and Kaua Veterans Memorial Hospital, which may be convenient for customers seeking healthcare services before or after financial consultations.
Are there any nearby dining options close to Edward Jones in Kalaheo?
Yes, customers can visit Farm to Table Kauai, Kalaheo Steak and Ribs, Kauai Kookie Bakery & Kitchen, and The Right Slice for various dining options near the financial advisor's office.
What services or amenities are available near Edward Jones - Financial Advisor: Dana Reese, AAMS® that could benefit customers during their visit?
Nearby amenities include the United States Postal Service for mailing needs, Kalaheo Yoga for relaxation, and Kalaheo Inn for accommodation, providing convenience to customers visiting the area for financial advising and other services.