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: Dianna M Knudsen, CFP®|AAMS®
5770 Gateway Blvd, Mason, OH
45040, United States
Hours
Reviews
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- JLJoel LoydAug 25, 20255.0Such a great advisor, we have been with Dianna's office for many years.
- ASAyana StringfellowApr 30, 20165.0Dianna is very knowledgeable and a joy to work with.
Frequently Asked Questions About Edward Jones - Financial Advisor: Dianna M Knudsen, CFP®|AAMS®
What personalized financial services does Edward Jones - Financial Advisor: Dianna M Knudsen provide?
Edward Jones 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: Dianna M Knudsen?
The office is open Monday through Thursday from 8:30 AM to 5:30 PM, Friday from 8:30 AM to 4:30 PM, and is closed on Saturdays and Sundays except by appointment on Saturdays.
How can I make an appointment or contact Dianna M Knudsen at Edward Jones?
You can contact Dianna M Knudsen by phone at +1 513-398-2699, email at dianna.knudsen@edwardjones.com, or make an appointment through their website's contact page.
Where is Edward Jones - Financial Advisor: Dianna M Knudsen located?
The office is located at 5770 Gateway Blvd, Suite 103, Mason, Ohio, 45040, USA.
Does Edward Jones - Financial Advisor: Dianna M Knudsen offer mobile apps for investment management?
Yes, Edward Jones provides mobile apps on both Android and iOS platforms to help manage investments conveniently.
What languages are spoken at Edward Jones - Financial Advisor: Dianna M Knudsen's office?
English is the primary language spoken at the office.
Are there other financial services or advisors nearby Edward Jones - Financial Advisor: Dianna M Knudsen?
Yes, nearby financial services include Jason Goodall - Ameriprise Financial Services, LLC and JRS Wealth Management, which can offer additional financial advice and services in the Mason area.
What local legal or professional services are near Edward Jones' office in Mason?
Near Edward Jones, you can find several legal and professional services including Tate & Tate Attorneys LLC, Jorge H. Martinez Attorney At Law, and Tope CPA Firm LLC for legal and accounting needs.
What wellness or health-related services are offered nearby Edward Jones in Mason?
Near Edward Jones, wellness options include The Ripple Effect IV and Aesthetics medical spa, Just Wellness with Dr. Gretchen Dyer (chiropractor and nutritionist), and Therapeutic Medical Massage LLC.
How can nearby real estate and mortgage services complement a visit to Edward Jones?
Clients can conveniently explore local real estate agents like Sara Stanley-Real Estate, RE/MAX Elite, and mortgage brokers like Your Mortgage Manager near Edward Jones, supporting financial planning related to home buying or refinancing.