Edward Jones - Financial Advisor: Dan Coleman, CFP®

5.0
5 reviews
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Business Details

6860 Stadium Drive, Kalamazoo, MI
49009, United States
(269) 397-8465
https://www.edwardjones.com/us-en/financial-advisor/dan-coleman
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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: Dan Coleman, CFP®
6860 Stadium Drive, Kalamazoo, MI
49009, United States

Hours

Reviews

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  • WJ
    Wendy James
    Apr 29, 2019
    5.0
    Dan is a fantastic adviser. I have a couple of managed accounts with Dan and they perform very well. He asks a lot of great questions and I really feel like he listened and heard what I wanted out of my investments. I've sent a few friends his way, one of which wanted to invest ethically, and Dan has been taking great care of her. Regardless of your investment style, I believe Dan will meet you where you are. Whether you have a few hundred bucks and you're just getting started or if you're well vested, Dan is your guy! Dawn Ferris who works in the office is also a complete pleasure to work with. Great organization there. I highly recommend!!
  • BS
    Bob Snyder
    Mar 3, 2019
    5.0
    He worked with me to develop specific strategies to help me achieve my goals.
  • JE
    Jacob Ewert
    Feb 25, 2014
    5.0
    Extremely extremely helpful throughout all my random financial needs. I was audited by the IRS two years strait because I failed to report some financial figures from Edward Jones. I was very confused and stressed out about the whole mishap, but when I went to Edward Jones to sort it all out I was greeted with a smile by the friendly and knowledgeable secretary and was given each and every file needed to sort out the whole snafu. Several separate times I needed access to my finances for emergencies, trips, and school and every time I requested the money it was sent either that day or the next day quickly and promptly no nonsense. It's a very small staff there, two people, but apparently that is all you need to make a very satisfied customer. I have since moved to another state and even with no funds in my account Dan helped me out by sending my tax guy all the proper forms to avoid an audit again. Thanks for everything! I'll miss being a customer here.
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Frequently Asked Questions About Edward Jones - Financial Advisor: Dan Coleman, CFP®

Where is Edward Jones - Financial Advisor: Dan Coleman located?

Edward Jones - Financial Advisor: Dan Coleman is located at 6860 Stadium Drive, Suite 102, Kalamazoo, MI 49009, United States.

What are the regular business hours for Edward Jones - Financial Advisor: Dan Coleman?

The office is open Monday to Thursday from 8:30 AM to 5:00 PM, and Friday from 8:00 AM to 4:00 PM. It is closed on weekends.