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
Frequently Asked Questions About Edward Jones - Financial Advisor: Dale R Copeman
What services does Edward Jones - Financial Advisor: Dale R Copeman provide?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, delivered through face-to-face consultations.
What are the regular business hours of Edward Jones - Financial Advisor: Dale R Copeman?
The office is open Monday to Thursday from 8:00 AM to 5:00 PM, Friday from 8:00 AM to 3:00 PM, and is closed on Saturdays and Sundays (by appointment only on Saturdays).
How can I schedule an appointment with Dale R Copeman?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/dale-copeman/contact/ or by calling +1 952-592-0894.
Where is Edward Jones - Financial Advisor: Dale R Copeman located?
The office is located at 121 W Main St, Suite 116, Waconia, MN 55387, USA.
Which languages are supported at this Edward Jones location?
Services are offered in English.
Can I use a mobile app to manage my investments with Edward Jones?
Yes, Edward Jones offers mobile apps for both Android and iOS devices to manage your investments conveniently.
What nearby places could I visit before or after my appointment at Edward Jones?
Nearby places include Shop Chicks co., a boutique for fashion accessories, and Terra Waconia, an American restaurant perfect for a meal before or after your visit.
Are there other financial services near Edward Jones in Waconia?
Yes, nearby financial services include Mackenzie Willemsen - Thrivent, Freedom Financial Group - Thrivent, and Insurance Brokers of MN.
Is there professional legal advice available near Edward Jones?
Yes, legal services near this location include Maury D. Beaulier, Attorney at Law, and Melchert Hubert Sjodin PLLP.
What is the best way to contact Dale R Copeman for investment advice?
You can reach Dale R Copeman by phone at +1 952-592-0894 or by email at dale.copeman@edwardjones.com for personalized financial advice.