Edward Jones - Financial Advisor: Thomas K Dalton, CFP®|AAMS®|CRPC™
4.05 reviews
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: Thomas K Dalton, CFP®|AAMS®|CRPC™
76 West Avenue, Lockport, NY
14094, United States
Hours
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- RLRobert LuskinJul 21, 20225.0Very knowledgeable about market concerns. With Tom you are not just a number , he consults you in what’s in your best interest. Friendly and courteous .
- MKMichael KingJul 19, 20225.0Tom Dalton has managed my retirement funds for over 20 years and does a great job! His knowledge, experience and integrity are second to none. I am a trial attorney and former judge who appreciates people who are good at what they do, and I highly recommend Tom.
- GGGail GalanteApr 11, 20221.0Tom Dalton destroyed my parents investments. After they died I took their holdings to Edward Jones and Tom Dalton changed the bonds to high commission mutual funds. It was a nightmare for my family. I hired a securities attorney which was very expensive. I went to court and lost. His attorney was paid by Edward Jones so it did not cost him anything. What a nightmare.
Frequently Asked Questions About Edward Jones - Financial Advisor: Thomas K Dalton, CFP®|AAMS®|CRPC™
What types of financial services does Edward Jones - Financial Advisor: Thomas K Dalton offer?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client goals.
Where is Edward Jones - Financial Advisor: Thomas K Dalton located?
They are located at 76 West Avenue, Lockport, NY 14094, USA.
What are the office hours for Edward Jones - Financial Advisor: Thomas K Dalton?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and closed on weekends.
How can I contact Thomas K Dalton for financial advisory services?
You can contact him by phone at +1 716-433-1111 or email at thomas.dalton@edwardjones.com.
Is there an option to book an appointment online with Edward Jones - Financial Advisor Thomas K Dalton?
Yes, you can schedule an appointment online via their contact page: https://www.edwardjones.com/us-en/financial-advisor/thomas-dalton/contact/
Are there mobile apps available to access Edward Jones services?
Yes, Edward Jones offers a mobile app available for Android and iOS devices.
What languages are spoken at Edward Jones - Financial Advisor: Thomas K Dalton?
Services are provided in English.
Which nearby restaurants can I visit before or after my financial consultation?
Shamus Restaurant, known for American cuisine and steaks, and The Taste of Lockport, which specializes in seafood, are convenient nearby dining options.
Are there parks or public spaces close to Edward Jones - Financial Advisor for a relaxing break?
Yes, Ida Fritz Memorial Park, a nearby public plaza and monument, offers a peaceful spot to relax near the office.
What nearby services can support my financial and legal needs along with Edward Jones?
Nearby financial services include Homestead Funding Corp (mortgage broker) and Jackson Hewitt Tax Service (tax and accounting). Legal services can be found at Peter Grubea Attorneys.