Business Details
About
Investment Service
Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: David C Marshall, AAMS®
12519 Regency Pkwy, Huntley, IL
60142, United States
Reviews
5.0
23 reviews
5 stars
23
4 stars0
3 stars0
2 stars0
1 star0
- LMLisa MobleyNov 8, 20255.0We’ve worked with David for a couple of years now, and he has been excellent. He has helped us understand financial areas that once felt overwhelming, and he consistently guides us toward our big-picture goals. He is trustworthy, always available, and incredibly timely in responding to any questions. Highly recommend.
- CHChristiana HarrisOct 27, 20255.0I use(d) David to better understand my finances and get my prior employer accounts all in one place. He and his office admin, Sharon are incredible! I am so thankful to have met them since I have never been good at understanding finances. He laid everything out to me in a way I not only understood but could really learn and grow from. It makes me so happy knowing who is managing my funds and that they not only care about my finances too but about me as a person as well! I can’t recommend David and his office enough! Thank you for helping me not be afraid of the future and getting all my accounts in one trustworthy place!
- JPJim PellegrinoOct 14, 20255.0David is fantastic! My wife and I have transitioned and combined all of our retirement accounts over to David and Edward Jones. He made the whole process so simple and it gives us great piece of knowing all of our accounts are with him now! Highly recommend!!!!
- JRJeremy RolfOct 13, 20255.0I’ve been working with David for my financial planning and the experience has been excellent. He takes the time to explain strategies clearly, keeps me informed, and makes sure every recommendation fits my goals. I trust his guidance and appreciate how responsive and professional he is. Highly recommend David to anyone looking for a knowledgeable and reliable advisor.
- ABAshley BedowOct 13, 20255.0Dave Marshall has been taking care of my financial accounts for the last several years. Always extremely responsive, as well as proactive in offering an annual account review. Knowledgable & Friendly - I wouldn’t work with anyone else!
Frequently Asked Questions About Edward Jones - Financial Advisor: David C Marshall, AAMS®
Who is the financial advisor at Edward Jones located at 12519 Regency Pkwy, Suite C, Huntley, IL?
The financial advisor is David C Marshall, AAMS®, available at Edward Jones in Huntley, IL.
What services does Edward Jones - Financial Advisor: David C Marshall offer?
Services include financial advising, investment management, investment funds, and stock brokerage.
What specialities does David C Marshall at Edward Jones have?
Specialities include 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
How can I schedule an appointment with David C Marshall at Edward Jones?
You can schedule an appointment through their online reservation link on their website.
What are the business hours for Edward Jones - Financial Advisor: David C Marshall, especially on Saturdays?
The office is open Monday through Friday with Saturday appointments available by appointment only.
Which languages are supported by Edward Jones - Financial Advisor: David C Marshall?
The advisor communicates in English.
What nearby financial services can I find close to Edward Jones - Financial Advisor: David C Marshall?
Nearby financial services include another Edward Jones advisor, Rob Johnson, as well as Painless Tax Solutions, which could complement financial advising needs.
Are there medical facilities near Edward Jones - Financial Advisor: David C Marshall for customers who may require health services?
Nearby medical facilities include OrthoIllinois, Crystal Lake Orthopedic Surgery, Moffett Physical Therapy, and Huntley Dental Associates.
What retirement homes or senior living options are available near Edward Jones in Huntley?
Nearby senior living options include Heritage Woods of Huntley, White Oaks at Huntley, Deer Path of Huntley, and Alden Huntley Horizon Senior Living.
How can nearby legal and insurance services assist customers visiting Edward Jones - Financial Advisor: David C Marshall?
Nearby services such as Biosca Law, Stacey M. Rhody Attorney at Law, and insurance agencies like Madigan Insurance Group and Nationwide Mutual Insurance Company can provide complementary legal and insurance support.