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 Klein, CFP®
104 E Main St, Valley City, ND
58072, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Dan Klein, CFP®
What services does Edward Jones - Financial Advisor: Dan Klein offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
How can I contact Dan Klein at Edward Jones?
You can reach Dan Klein by phone at +1 701-987-5869 or email dan.klein@edwardjones.com.
Where is Edward Jones - Financial Advisor: Dan Klein located?
Their office is located at 104 E Main St, Valley City, ND 58072, United States.
Is Edward Jones - Financial Advisor: Dan Klein currently open?
Yes, the office is currently open.
What is the best way to schedule a consultation with Dan Klein?
You can schedule a consultation through their reservation page at https://www.edwardjones.com/us-en/financial-advisor/dan-klein/contact/.
Does Edward Jones offer any digital tools to help with retirement planning?
Yes, they provide a Retirement Savings Calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
Are there any nearby financial advisors to Dan Klein's Edward Jones office?
Yes, Edward Jones - Financial Advisor: Bob Lemnus and Leroux Lochow Financial are nearby financial services available in the area.
What dining options are available near Edward Jones - Financial Advisor: Dan Klein?
Nearby dining options include Wild Prairie Bakery, MO eats restaurant, James Bon Bon Cafe, Nu Bar, and Taco John's for various cuisines and atmospheres.
Are there any pharmacies near Edward Jones office location?
Yes, Thrifty White Pharmacy is located nearby and offers pharmacy and beauty supply services.
What local businesses might I visit before or after my appointment at Edward Jones?
You might visit nearby spots such as Allard Trophy Co for souvenirs or physical therapy, Brockopp Brewing for a brewery experience, or Unique Antiques for shopping and gifts.