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: Daniel Daley
394 Elsmere Ave, Delmar, NY
12054, United States
Hours
Reviews
5.0
6 reviews
5 stars
6
4 stars0
3 stars0
2 stars0
1 star0
- SPSkylar PettitJul 6, 20255.0I came to Dan when I was still a college student, and honestly had no idea where to start. He took the time to really explain things in a way that made sense, never made me feel behind, and helped me get set up with retirement accounts early. He also gave me solid advice on how to manage the savings I already had, which made me feel more in control of my finances. He's super clear in his communication and just easy to talk to—I always walk away feeling informed and more confident. Can't recommend him enough.
- TPTrish PerazzelliFeb 13, 20255.0Dan has been phenomenal. I started working with him to manage my son’s 529, and now he is the only one I trust to manage my 401k, investments, and to plan for retirement. I would give him 6 stars if I could!
- JSJonathan SauerschellFeb 13, 20255.0Dan is always flexible and available to help with my financial questions. He is realistic and honest about the the current market and explains it in plain terms. He is not pushy and he wants to ensure your comfort about a complicated subject. Love working with Dan.
Frequently Asked Questions About Edward Jones - Financial Advisor: Daniel Daley
What services does Edward Jones - Financial Advisor: Daniel Daley provide?
The advisor offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the regular business hours for Edward Jones - Financial Advisor: Daniel Daley?
They are open Monday through Friday from 9:00 AM to 4:00 PM and closed on Sundays. Saturdays are by appointment only.
How can I make an appointment with Daniel Daley at Edward Jones?
Appointments can be made by contacting the office via phone or using the online reservation link provided on their website.
Where is Edward Jones - Financial Advisor: Daniel Daley located?
The office is located at 394 Elsmere Ave, Suite 103, Delmar, NY 12054, USA.
What languages are spoken at Edward Jones - Financial Advisor: Daniel Daley?
Services are offered in English.
Can I access Edward Jones services via a mobile app?
Yes, Edward Jones has mobile apps available for both Android and iOS devices.
Are there any nearby financial service providers around Edward Jones - Financial Advisor: Daniel Daley?
Yes, nearby financial services include Ross Insurance Agency Inc, Bull Point Networks, and ABC Leasing & Financing.
What recreational spots are near Edward Jones - Financial Advisor: Daniel Daley?
Nearby recreational places include Colonial Acres Park Disc Golf Course, Colonial Acres Golf Course, and Dale Ezyk Golf at Colonial Acres Golf Club, which clients might enjoy before or after their visit.
What local landmarks or accommodations are close to Edward Jones - Financial Advisor: Daniel Daley?
Kendall Square Apartments, a landmark and real estate accommodation, is located nearby, which could be useful for clients seeking local housing options.
How can nearby places like Legacy Church or Hamagrael Elementary School be useful for clients visiting Edward Jones?
Clients visiting Edward Jones can find Legacy Church for community activities or Hamagrael Elementary School if coordinating family-related needs during their visit.