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: Dan Botos, CFP®|AAMS®
We've been with Dan for over 10 years and after racking my brain I found a negative - my drive is 10 minutes to his office. That is my negative. Dan has proven to care. He knows his clients. He knows what they want, need and strive to accomplish. Dan's clients range from minimum- wagers to millionaires. No judgements from this guy. Dan is down to earth - yet professional. He gives honest, no nonsense advice and has the ability to explain, to us non-financial brains, in a manner that I could grasp and understand. Thank you Dan.
Frequently Asked Questions About Edward Jones - Financial Advisor: Dan Botos, CFP®|AAMS®
What services does Edward Jones - Financial Advisor: Dan Botos, CFP®|AAMS® offer?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, investment management, and financial advising.
What are the operating hours for Edward Jones - Financial Advisor: Dan Botos?
The office is open Monday to Friday from 8:00 AM to 4:30 PM and closed on weekends.
Where is Edward Jones - Financial Advisor: Dan Botos located?
It is located at 17220 Wright St, Ste 110, Omaha, NE 68130, USA.
How can I contact Edward Jones - Financial Advisor: Dan Botos?
You can contact Dan Botos via phone at +1 402-391-2100 or email at dan.botos@edwardjones.com.
Can I book an appointment online with Edward Jones - Financial Advisor: Dan Botos?
Yes, appointments can be scheduled online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/dan-botos/contact/.
What languages are supported by Edward Jones - Financial Advisor: Dan Botos?
Services are provided in English.
Which nearby hotels are convenient for visitors to Edward Jones - Financial Advisor: Dan Botos?
Fairfield Inn & Suites Omaha West and Staybridge Suites Omaha West are nearby hotels ideal for visitors needing accommodation.
Are there any nearby restaurants close to Edward Jones - Financial Advisor: Dan Botos?
Arby's and Omaha Steaks are nearby dining options offering fast food and steakhouse experiences respectively, convenient for clients visiting the area.
What financial institutions are nearby for additional banking needs?
Security National Bank and its ATM are nearby for banking and installment loan services; Wilhelm Mortgage and Shotbolt Mortgage Corporation handle mortgage lending nearby.
How can nearby offices and agencies assist clients visiting Edward Jones - Financial Advisor: Dan Botos?
Nearby businesses like INTL FCStone (corporate office), insurance agencies such as Red One Insurance and HealthMarkets Insurance - Scott Cameron, and financial advisors like Michael Thomas can offer complementary financial, insurance, and investment services.