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
Very professional and helpful. This was my first time transferring my 401k. They were very patient answering all my questions and helped me make the best plan for me in terms of retirement. Would highly recommend.
Frequently Asked Questions About Edward Jones - Financial Advisor: Dave Connelly
What services does Edward Jones - Financial Advisor: Dave Connelly offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Dave Connelly located?
The office is located at 300 B West Main Street, Greenville, OH 45331, United States.
What are the business hours for Edward Jones - Financial Advisor: Dave Connelly?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Dave Connelly?
You can contact Dave Connelly by phone at +1 937-764-9794 or by email at dave.connelly@edwardjones.com.
Does Edward Jones - Financial Advisor: Dave Connelly offer online tools or apps?
Yes, Edward Jones offers mobile apps available on Android and iOS platforms to help manage your investments and access financial tools.
How can I schedule an appointment with Edward Jones - Financial Advisor: Dave Connelly?
You can schedule a consultation by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/dave-connelly/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Dave Connelly?
English is the primary language spoken at this Edward Jones office.
What nearby services can I visit along with Edward Jones - Financial Advisor: Dave Connelly?
Near Edward Jones, you can find services such as Delk Beverly CPA for accounting, Nathan D. Hosek for legal services, and CrownRandall for graphic design needs.
Are there any nearby landmarks or community spots near Edward Jones in Greenville?
Yes, nearby attractions include Waring House, a historic landmark with a fountain and monument, and the Greenville Elks lounge which is great for relaxing after meetings.
How can nearby educational institutions be relevant to clients visiting Edward Jones - Financial Advisor: Dave Connelly?
Nearby schools like St Mary's School and St. Mary's Catholic School can be important for clients planning education savings and financial planning for their children.