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
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Edward Jones - Financial Advisor: Daniel J Frank, CIMA®
Frequently Asked Questions About Edward Jones - Financial Advisor: Daniel J Frank, CIMA®
What services does Edward Jones - Financial Advisor: Daniel J Frank, CIMA® provide?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds brokerage, and investment management through face-to-face consultations.
What are the regular business hours for Edward Jones - Financial Advisor: Daniel J Frank, CIMA®?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Sundays. On Saturdays, they operate by appointment only.
Where is Edward Jones - Financial Advisor: Daniel J Frank, CIMA® located?
The office is located at 11460 Tomahawk Creek Pkwy, Suite 310, Leawood, KS 66211, United States.
How can I contact Daniel J Frank for financial advice?
You can call the main phone number +1 913-357-6798 or email daniel.frank@edwardjones.com to schedule a consultation.
Does Edward Jones - Daniel J Frank offer online tools for retirement planning?
Yes, they offer a retirement savings calculator available on their website to help clients prepare for their future.
What languages are supported by Edward Jones - Financial Advisor: Daniel J Frank, CIMA®?
They provide services in English.
Are there any mortgage lenders near Edward Jones - Financial Advisor: Daniel J Frank, CIMA® that can assist with home financing?
Yes, nearby mortgage lenders include Tanner Garver and Heidemarie Gossman from Fairway Independent Mortgage Corporation, as well as Suzanne Parker and Ryan Plattner who are also loan officers in the area.
What local financial institutions are near Edward Jones that I can visit for banking services?
Nearby banking options include Union Bank and Trust ATM, Origin Bank, CrossFirst Bank, and Busey Bank, which offer various financial services and investing opportunities.
Where can I find other financial advisors or investment services near Edward Jones - Daniel J Frank?
Nearby financial advisors and groups include The Hollingsworth Group, Edward Jones - Financial Advisor Doug Portell, The Retirement Planning Group, and multiple Ameriprise Financial Services advisors like Michael Zanders and Eric Wynkoop.
How can I schedule an appointment with Daniel J Frank at Edward Jones?
Appointments can be scheduled online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/daniel-frank/contact/.