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 Roberts, AAMS®
301 South Front Street, New Bern, NC
28560, United States
Hours
Reviews
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Frequently Asked Questions About Edward Jones - Financial Advisor: Dan Roberts, AAMS®
What types of financial services does Edward Jones - Financial Advisor: Dan Roberts, AAMS® offer?
Edward Jones provides personalized investment services, including retirement planning, education savings, tax-efficient strategies, and stock & bond brokerage tailored to individual client goals.
Where is Edward Jones - Financial Advisor: Dan Roberts, AAMS® located?
The office is located at 301 South Front Street, Building 1 Suite A, New Bern, NC 28560, USA.
What are the business hours for Edward Jones - Financial Advisor: Dan Roberts, AAMS®?
Open Monday through Thursday from 8:00 AM to 5:00 PM, and Friday from 8:00 AM to 4:00 PM. The office is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Dan Roberts, AAMS®?
You can reach them by phone at +1 252-633-5263 or by email at dan.roberts@edwardjones.com.
Does Edward Jones - Financial Advisor: Dan Roberts, AAMS® offer an app for mobile devices?
Yes, they offer mobile apps for both Android and iOS, available via the Google Play Store and Apple App Store respectively.
How can I schedule a consultation with Dan Roberts at Edward Jones?
You can make an appointment through their online reservation system at https://www.edwardjones.com/us-en/financial-advisor/dan-roberts/contact/.
Is there a retirement planning tool available through Edward Jones - Financial Advisor: Dan Roberts?
Yes, there is a Retirement Savings Calculator available to help clients prepare for their future, accessible via their featured message link.
What nearby real estate services are located close to Edward Jones in New Bern?
Nearby real estate services include Margie Dunn - Realtor, PRIME Realty NC, CENTURY 21 Zaytoun-Raines, New Bern Rentals, Barbara Brown, Move To New Bern with Meredith and Becky, Lina Emory, and Richard Burrows, Realtor, providing comprehensive options for property needs.
What community services and attractions are near Edward Jones - Financial Advisor: Dan Roberts?
Nearby community and cultural places include New Bern Housing Authority, New Bern Area Chamber of Commerce, MumFest, and Visit New Bern, North Carolina, great for clients interested in local events and services.
Are there any convenient services or amenities near Edward Jones for visitors?
Yes, clients can find services such as Brad Poirier Photography, SERVPRO of New Bern for restoration, Bear City Impact for IT repairs, and Advanced Attractions beauty salon nearby, making visits more convenient.