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: David Erickson, CFP®
83 Templeton Dr, Oswego, IL
60543, United States
Hours
Reviews
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- CSChris SpringerJun 23, 20255.0Dealing with finances can be difficult. Dave makes the process easy to understand. He provides excellent customer service and is extremely knowledgeable. He’s a family man and treats his clients as such. I trust Dave one thousand percent and appreciate his honesty and integrity.
- ECEric CarsonApr 24, 20175.0I transferred to Dave many years ago after finding out my adviser at the time set up my 401K incorrectly. That was nearly a decade ago and I am still with him as my adviser. Attentive and also willing to discuss ideas that I occasionally come up with. Highly recommended.
Frequently Asked Questions About Edward Jones - Financial Advisor: David Erickson, CFP®
What are the main services offered by Edward Jones - Financial Advisor: David Erickson, CFP®?
They offer financial advisory services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client goals.
Where is Edward Jones - Financial Advisor: David Erickson, CFP® located?
The office is located at 83 Templeton Dr, Suite H, Oswego, IL 60543, USA.
What are the regular business hours for Edward Jones - Financial Advisor: David Erickson, CFP®?
They are open Monday through Friday from 8:30 AM to 4:30 PM and closed on Saturdays and Sundays, except by appointment on Saturdays.
How can I contact Edward Jones - Financial Advisor: David Erickson, CFP®?
You can call them at +1 331-225-1788 or email david.erickson@edwardjones.com.
Can I schedule a consultation appointment with David Erickson online?
Yes, appointments can be scheduled online via the contact page at https://www.edwardjones.com/us-en/financial-advisor/david-erickson/contact/.
Does Edward Jones - Financial Advisor: David Erickson, CFP® offer mobile apps for managing investments?
Yes, they offer Android and iOS apps which can be downloaded from the Google Play Store and Apple App Store respectively.
Are there any nearby hobby or craft shops close to the Edward Jones office in Oswego?
Yes, The Hobby Box Card Shop and Board and Brush Oswego are nearby places to explore if you're interested in hobbies or crafts.
What health and wellness facilities are located near the Edward Jones Oswego office?
Nearby health-related facilities include Prairie View Pilates for fitness, Spine and Sports Chiropractic for chiropractic services, and various dental specialists such as Oswego Dental Specialists and Oswego Orthodontics.
Are there nearby medical services available around Edward Jones - Financial Advisor?
Yes, there are several medical providers nearby including Apple a Day Pediatrics, Advocate Medical Group Primary Care, and multiple internal medicine doctors such as Dr. Jennifer Crane M.D. and Dr. Alexis P Dunne M.D.
How does Edward Jones - Financial Advisor: David Erickson, CFP® help clients prepare for retirement?
They provide personalized retirement planning and offer a retirement savings calculator online to help clients estimate their readiness and plan accordingly.