Edward Jones - Financial Advisor: Daniel Lumetta, CFP®|ChFC®|CEPA®|CLU®
5.01 review
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: Daniel Lumetta, CFP®|ChFC®|CEPA®|CLU®
4141 Veterans Memorial Blvd, Metairie, LA
70002, United States
Reviews
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- AAAckms421Oct 2, 20205.0Smartest and best looking advisor ever!
Frequently Asked Questions About Edward Jones - Financial Advisor: Daniel Lumetta, CFP®|ChFC®|CEPA®|CLU®
What investment services does Edward Jones - Financial Advisor: Daniel Lumetta offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
How can I contact Edward Jones - Financial Advisor: Daniel Lumetta?
You can contact Daniel Lumetta at +1 504-885-4399 or email daniel.lumetta@edwardjones.com.
Where is Edward Jones - Financial Advisor: Daniel Lumetta located?
The office is located at 4141 Veterans Memorial Blvd, Suite 200, Metairie, LA 70002, US.
What languages are spoken at Edward Jones - Financial Advisor: Daniel Lumetta?
English is the language spoken at this Edward Jones location.
Does Edward Jones provide online tools to help with retirement planning?
Yes, they offer a Retirement Savings Calculator available on their website to help clients plan and prepare for retirement.
How can I schedule an appointment with Edward Jones - Financial Advisor: Daniel Lumetta?
Appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/daniel-lumetta/contact/.
Are there other financial services near Edward Jones - Financial Advisor: Daniel Lumetta?
Yes, nearby financial services include Edward Jones advisors Marc A Miranne and Janic C Hoyuela, as well as Jefferson Financial Federal Credit Union.
What nearby real estate services are available around Edward Jones?
Nearby real estate services include ReMax Partners, Brendan Fox - New Orleans Realtor, Premier Lending, LLC, and The Becky Weber Team RE/MAX Living, which can assist clients with property and mortgage needs.
Are there dining options near Edward Jones in Metairie?
Yes, nearby dining options include Carmine's Restaurant (Italian), Bobby Hebert's Cajun Cannon (Cajun and Creole), Chili's Grill & Bar, It's Just Wings, Marble Slab Creamery (ice cream), and Phoenicia Restaurant (Greek and Mediterranean).
What are the main specialties and services provided by Edward Jones - Financial Advisor: Daniel Lumetta?
The main specialties and services include stocks and bonds, investment management, and personalized financial advising to help you invest and manage your finances.