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.
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Edward Jones - Financial Advisor: Daniel Southard, CFP®
Frequently Asked Questions About Edward Jones - Financial Advisor: Daniel Southard, CFP®
What personalized investment services does Edward Jones - Financial Advisor: Daniel Southard, CFP® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Daniel Southard, CFP® located?
The office is located at 1404 Front Street, Reidsville, NC 27320, USA.
What are the office hours of Edward Jones - Financial Advisor: Daniel Southard, CFP®?
The office is open Monday to Thursday from 8:30 AM to 5:00 PM, and on Friday from 8:30 AM to 4:00 PM. It is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Daniel Southard, CFP® by phone or email?
You can call at +1 336-634-1380 or email daniel.southard@edwardjones.com.
Can I book a consultation with Daniel Southard online?
Yes, you can book a consultation through their reservation page at https://www.edwardjones.com/us-en/financial-advisor/daniel-southard/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Daniel Southard, CFP®?
Services are provided in English.
What should I know about Edward Jones competitors in financial advisory services?
Some competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.
Which nearby financial advisors could I consider visiting besides Daniel Southard?
Nearby financial advisors include Edward Jones Financial Advisors Emma B Crabtree, Geoffrey S Haigler, and Eric C Simpson, AAMS®.
What nearby dining options are available near Edward Jones - Financial Advisor: Daniel Southard, CFP®?
Nearby restaurants include Monterrey Mexican Grill and Fursty's Restaurant, which offer Mexican and Italian cuisine respectively, ideal for dining before or after your appointment.
What local amenities near Edward Jones - Financial Advisor: Daniel Southard, CFP® can be helpful for clients?
Clients can find nearby banks with ATMs such as Bank of America ATM, gas stations like BP and Reids Mart, and personal care options like Classic Tan and Titan Treasures tanning salon nearby.