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: Dan Perry, AAMS®
4717 Banning Ave, White Bear Lake, MN
55110, United States
Hours
Reviews
5.0
1 reviews
5 stars
1
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1 star0
- JSJessica SternOct 22, 20185.0I had the opportunity to work with Diane due to paperwork I needed to file with another EJ location. She made me feel welcomed and was very professional despite me not being a primary client there. Thanks for the help and the wonderful customer service!
Frequently Asked Questions About Edward Jones - Financial Advisor: Dan Perry, AAMS®
What services does Edward Jones - Financial Advisor: Dan Perry, AAMS® offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Dan Perry located?
It is located at 4717 Banning Ave, White Bear Lake, MN 55110, US.
What are the business hours of Edward Jones - Financial Advisor: Dan Perry?
The office is open Monday through Thursday from 8:00 AM to 4:30 PM and Friday from 8:00 AM to 4:00 PM. It is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Dan Perry?
You can reach them by phone at +1 651-429-1210 or email dan.perry@edwardjones.com.
Is there a way to schedule a consultation with Dan Perry online?
Yes, you can make an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/dan-perry/contact/.
Does Edward Jones - Financial Advisor: Dan Perry offer any mobile apps for managing investments?
Yes, their services are available via apps on both Android and iOS platforms.
What competitors does Edward Jones - Financial Advisor: Dan Perry track?
They track competitors such as Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.
What nearby places can I visit around Edward Jones - Financial Advisor: Dan Perry?
Nearby places include Mode Salon, Art Preserve and Studio, Ban Thai Restaurant, and The Sweet Life candy store, which you might enjoy before or after your financial consultation.
Are there nearby fitness or wellness centers near Edward Jones - Financial Advisor: Dan Perry?
Yes, you can find Revolution World Fitness, Summit Pilates and Training, Sassafras Health Foods, and Waneeshee Wellness Center close by for health and wellness needs around your visit.
Can you suggest some nearby financial or insurance services near Edward Jones - Financial Advisor: Dan Perry?
In addition to Edward Jones, nearby financial services include Edward Jones - Financial Advisor: Matthew Robbins and insurance agencies like Steve Smith Agency Inc and Ashley Schiesser - American Family Insurance.