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: Dale Braun
3355 Richmond Rd, Beachwood, OH
44122, United States
Hours
Reviews
5.0
8 reviews
5 stars
8
4 stars0
3 stars0
2 stars0
1 star0
- JLJake LohserFeb 7, 20245.0Dale and Jackie are amazing , great advise and follow up , has done great w our portfolio , wouldn’t hesitate to refer !
- PMPeter MihuFeb 1, 20245.0Dale manages our money and has all our trust. I've referred my sister, brother, daughter, brother in law and a few of my best friends. I like that he returns calls and that he reviews our account on a regular basis. He also manages our grandkids 529 plans for college.
- DDDanMar 4, 20215.0Dale is great to work with. He is extremely professional and thorough and I wouldnt hesitate to reccomend him. I'm sure our investment is nothing compared to other clients but I've never felt like we have been treated differently because of that. And most importantly we always make money!
- DBDeb BradtMay 11, 20205.0Dale is exceptional at his job and always puts the needs of his clients first. We are so grateful we found him. He was referred by a neighbor of ours who has been working with him for many years with a lot of success. His assistant Jackie is wonderful and so patient too. We know we are in good hands with Dale, even during this unprecedented times.
Frequently Asked Questions About Edward Jones - Financial Advisor: Dale Braun
What are the regular business hours for Edward Jones - Financial Advisor: Dale Braun?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and closed on weekends except by appointment on Saturdays.
Can I schedule an appointment on a Saturday?
Yes, appointments are available by appointment only on Saturdays.
Where is Edward Jones - Financial Advisor: Dale Braun located?
The office is located at 3355 Richmond Rd, Ste 182, Beachwood, OH 44122, USA.
What services does Dale Braun's Edward Jones office offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and stock and bond brokerage services.
How can I contact Edward Jones - Financial Advisor: Dale Braun by phone or email?
You can reach the office at +1 216-710-4994 or the alternate phone number +1 216-378-3874. Email is dale.braun@edwardjones.com.
Are there any nearby restaurants to visit before or after a meeting with Edward Jones?
Yes, nearby options include Marmar's Pizza, Moxie The Restaurant, Antica (Italian restaurant), Red, the Steakhouse, Blu The Restaurant (seafood), and Noce Gourmet Pizzeria, perfect for dining around your financial consultation.
What wellness or spa services are available near Edward Jones - Financial Advisor: Dale Braun?
Several beauty and wellness locations surround the office including Solace Sky Massage, Dianna Thomas at Salon Lofts Beachwood, Ogy Home Beachwood, Salon Lofts Beachwood, Philosophy Hair Studio, Nail Lab, and Black Velvet Spa Loft.
Are there any health or therapy centers close to Edward Jones - Financial Advisor: Dale Braun?
Yes, Therapy Services East, Disc Centers of America - Beachwood, and North Coast Cryo are nearby for physical therapy, chiropractic, and naturopathic services.
Is Edward Jones - Financial Advisor: Dale Braun affiliated with any social media or online resources?
Yes, you can find them on Facebook at https://www.facebook.com/716669011824198 and follow Edward Jones on Twitter @EdwardJones. They also offer mobile apps for Android and iOS to help manage investments.
How can I book a consultation with Dale Braun at Edward Jones?
You can schedule a consultation by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/dale-braun/contact/.