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: Dallas J Herold, CFP®|CEPA®
14 Ridgedale Ave, Cedar Knolls, NJ
07927, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Dallas J Herold, CFP®|CEPA®
What is the full name and designation of the financial advisor at this Edward Jones location?
The financial advisor is Dallas J Herold, CFP®|CEPA® at Edward Jones.
What personalized services does Edward Jones offer to its clients?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
What are the regular business hours for Edward Jones - Dallas J Herold?
The office is open Monday through Friday from 8:30 AM to 4:00 PM and is closed on Sundays and Saturdays, but available by appointment only on Saturdays.
How can I make an appointment or contact Edward Jones - Dallas J Herold?
You can make an appointment through their contact page https://www.edwardjones.com/us-en/financial-advisor/dallas-herold/contact/ or call them at +1 973-577-5445.
Where is Edward Jones - Dallas J Herold located?
The office is located at 14 Ridgedale Ave, Ste 255, Cedar Knolls, NJ 07927, USA.
What apps are available for clients to access Edward Jones services on mobile devices?
Clients can use the Edward Jones app available on Android via Google Play Store and on iOS via the Apple App Store.
What nearby medical facilities might be convenient to visit before or after meeting with Edward Jones?
Ridgedale Surgery Center and Pelorus Elder and Behavioral Health are nearby medical centers that clients might visit for healthcare services.
Are there any nearby legal services available that clients could consult with in conjunction with financial planning?
Yes, E.A. Goodman Law LLC and New Jersey Estate Planning Attorney are nearby legal service providers specializing in estate planning and related legal matters.
What fitness or wellness centers are close to Edward Jones that clients might use?
Nearby wellness options include Wellness Within Chiropractic, Academy Physical Therapy & Wellness, and BaseOne Fitness for chiropractic care, physical therapy, and fitness activities.
How might clients use nearby financial services or competitors for comparison while considering Edward Jones?
Clients can compare services with nearby financial advisors such as Cody Financial Advisors and consider larger firms listed as competitors like Merrill Lynch, Wells Fargo Advisors, and Schwab for informed decision-making.