Business Details
About
Investment Service
Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Daniel Whitener
201 Conover Sta SE, Conover, NC
28613, United States
Reviews
5.0
1 reviews
5 stars
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- RGRodney GarrenNov 15, 20245.0Daniel knows his stuff! He is an excellent resource when planning your investments and for retirement. I can't recommend him enoughm
Frequently Asked Questions About Edward Jones - Financial Advisor: Daniel Whitener
What services does Edward Jones - Financial Advisor: Daniel Whitener offer?
They provide financial advising, investment management, investment funds, and stock broker services.
Where is Edward Jones - Financial Advisor: Daniel Whitener located?
The office is located at 201 Conover Sta SE, Ste C, Conover, NC 28613, USA.
How can I schedule an appointment with Daniel Whitener?
You can schedule an appointment through their online reservation page at https://www.edwardjones.com/us-en/financial-advisor/daniel-whitener/contact/.
What are the office hours, especially on Saturdays?
The office is open by appointment only on Saturdays.
What are some specialty areas of financial advising offered by Daniel Whitener?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
Which languages are spoken at this Edward Jones office?
English is spoken at this location.
How can I contact Edward Jones - Financial Advisor: Daniel Whitener by phone or email?
You can call the main phone number at +1 828-604-6371 or the alternate phone at +1 828-466-2160, or email daniel.whitener@edwardjones.com.
Are there any nearby places I can visit for a coffee before or after my appointment?
Yes, Narrow Gauge Coffee & Cafe - Conover Station is nearby, a great spot to relax with coffee before or after your visit.
Where can I work out near Edward Jones - Financial Advisor: Daniel Whitener?
Perfect Workout Gym and perfect work out gym are close by where you can exercise before or after your financial advising appointment.
What community resources are near Edward Jones that might be helpful?
Conover Station, a community center and library, is nearby and can be a helpful resource for community activities and information.