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: Dan Beach, CFP®
923 Summer Drive, Carey, OH
43316, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Dan Beach, CFP®
What services does Edward Jones - Financial Advisor: Dan Beach provide?
Edward Jones provides personalized investment services, including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, and investment management.
What are the regular business hours of Edward Jones - Financial Advisor: Dan Beach?
The office is open Monday to Thursday from 8:30 AM to 4:30 PM, and Friday from 8:30 AM to 4:00 PM. It is closed on Saturdays and Sundays, with Saturday appointments available by appointment only.
How can I contact Edward Jones - Financial Advisor: Dan Beach?
You can reach them via phone at +1 419-597-5335 or via email at dan.beach@edwardjones.com.
Where is Edward Jones - Financial Advisor: Dan Beach located?
The office is located at 923 Summer Drive, Suite B, Carey, OH 43316, USA.
Is it possible to book an appointment online with Edward Jones - Financial Advisor: Dan Beach?
Yes, you can schedule an appointment through their online reservation page: https://www.edwardjones.com/us-en/financial-advisor/dan-beach/contact/
What languages are spoken at Edward Jones - Financial Advisor: Dan Beach?
They offer services primarily in English.
Are there any apps available to access Edward Jones services on mobile?
Yes, Edward Jones has apps available for both Android and iOS devices to help you manage your investments.
What nearby places can customers visit before or after their visit to Edward Jones - Financial Advisor: Dan Beach?
Customers can visit Shrine Park and Water Works Park for outdoor activities, Basilica & National Shrine of Our Lady of Consolation for a cultural visit, or enjoy dining at Taco Bell nearby.
How can nearby businesses assist customers visiting Edward Jones - Financial Advisor: Dan Beach?
Nearby businesses like Liberty Tax can assist with tax services, while Carey Chiropractic Center offers health services. Dollar Tree and Dollar General provide convenient shopping options for customers.
Are there convenient parking or transportation options near Edward Jones - Financial Advisor: Dan Beach?
While specific transit stations are not listed, the location near Summer Drive and surrounding amenities like Ford Motor Company and Carey Ford suggest accessible parking and automotive services for visitors.