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: Dakota W Holtgrieve, CFP®
401 South Main, Pratt, KS
67124, United States
Reviews
4.4
7 reviews
5 stars
6
4 stars0
3 stars0
2 stars0
1 star
1
- MMMike MansfieldJul 9, 20255.0Dakota and his team provide a great experience coupled with great financial advise that you are able to digest as there is never any pressure. Simple online documents make it easy to operate from Florida to his office in Kansas! Thank you Team!
- DHDakota HoltgrieveOct 21, 20205.0Larry Foulk- I am sorry you had a bad experience with your financial advisor. However, you left a bad review for the wrong person. My team and I have never met you nor worked with you. We take great pride in delivering wise and timely advice as well as fast and accurate service to help our clients work towards and achieve their financial goals. I wish you the best! Dakota Holtgrieve
- LFLarry FoulkSep 9, 20201.0Our agent no longer puts our financial best interests first, instead the focus is on commissions and putting more money in Edward Jones pocket.
- KBKevin BooneFeb 17, 20205.0Great place
Frequently Asked Questions About Edward Jones - Financial Advisor: Dakota W Holtgrieve, CFP®
What types of financial services does Edward Jones - Financial Advisor: Dakota W Holtgrieve offer?
Edward Jones offers personalized investment services, including retirement planning, education savings, tax-efficient investment strategies, and tailored advice through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Dakota W Holtgrieve located?
The office is located at 401 South Main, Pratt, KS 67124, United States.
How can I contact Edward Jones - Financial Advisor: Dakota W Holtgrieve?
You can contact them by phone at +1 620-349-2764 or +1 620-672-6404, or email Dakota Holtgrieve at dakota.holtgrieve@edwardjones.com.
Can I schedule a consultation or appointment online with Edward Jones - Financial Advisor: Dakota W Holtgrieve?
Yes, appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/dakota-holtgrieve/contact/.
Is there a mobile app available for Edward Jones clients?
Yes, Edward Jones offers mobile apps available for both Android and iOS devices to manage your investments.
What languages are supported at Edward Jones - Financial Advisor: Dakota W Holtgrieve?
Services are provided in English.
What nearby places can clients visit before or after their appointment?
Clients can visit Pratt Family Dental for dental services, Evolution Massage Bodywork Stretching for relaxation and massage therapy, or the Pratt Farmers' Market for fresh fruits and vegetables.
Are there any local community services or nonprofit organizations near Edward Jones?
Yes, nearby community services include the Christian Food Bank, Pratt Teen Center, and Saint Francis Community Services, which clients might find helpful or want to support.
Is there a place to enjoy entertainment or dining near Edward Jones - Financial Advisor: Dakota W Holtgrieve?
Clients can enjoy entertainment at the Barron Theatre or dine and relax at Woody's Sports Bar and Grill located nearby.
When was Edward Jones founded?
Edward Jones was established in 1922, bringing a long tradition of financial advising to its clients.