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 Monks, CFP®|CEPA®
326 W Osage, Pacific, MO
63069, United States
Hours
Reviews
4.2
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- MWMichelle WalshJun 6, 20245.0I love working with Dan on my investments. He is very intelligent, cares, and I look forward to talking to him each year. I appreciate that he goes over numerous scenarios, goals, and how to get there. I am also an accountant and feel comfortable referring my clients to Dan as well.
- BBBrooke BoydOct 6, 20221.0I was at my eye doctor appointment today to pick up my glasses and my husband was walking his service dog and the 2 lady's that work at Edward Jones let 2 dogs out of their building luckily they didn't hurt my husband service dog and I was able to get the dogs away from my husband's dog one of the dogs got on my car if they are going to bring them to work with them and let them out they need to have them on a leash and not let them run
- JWJim WelschJan 9, 20225.0I've been a client for over 3 years. He's really helped me diversify all my stocks and retirement planning. If your looking for financial advisor I highly recommend Dan and his team.
Frequently Asked Questions About Edward Jones - Financial Advisor: Dan Monks, CFP®|CEPA®
What are the primary services offered by Edward Jones - Financial Advisor: Dan Monks, CFP®|CEPA®?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial advice tailored to individual needs.
What are the office hours for Edward Jones - Financial Advisor: Dan Monks?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Dan Monks?
You can reach them by phone at +1 636-630-1770 or alternate phone +1 636-257-5027, or email dan.monks@edwardjones.com.
Where is Edward Jones - Financial Advisor: Dan Monks located?
The office is located at 326 W Osage, Pacific, MO 63069, United States.
Does Edward Jones - Financial Advisor: Dan Monks have an online presence?
Yes, they have a LinkedIn profile, a Facebook page, and both Android and iOS apps are available for client use.
How can I schedule a consultation with Dan Monks at Edward Jones?
Appointments can be scheduled online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/dan-monks/contact/
What languages does the Edward Jones office with Dan Monks support?
They provide services in English.
What nearby places can I visit when meeting with Edward Jones at 326 W Osage?
Nearby places include Adams Garden, a public park and landmark, and Blackburn Park, which offers attractions and outdoor activities for a relaxing break before or after your financial consultation.
How can nearby services like Clarkson Eyecare or Osage Dental Group complement my visit to Edward Jones?
You can conveniently combine your visit to Edward Jones with appointments at nearby specialist providers such as Clarkson Eyecare for optometry needs or Osage Dental Group for dental care, optimizing your daily errands in Pacific, MO.
Are there nearby financial institutions or services that might be useful while visiting Edward Jones?
Yes, nearby financial services include First State Community Bank, Bank of America Financial Center, and another Edward Jones office, offering additional options for your financial needs or banking transactions.