Business Details
About
Investment ServiceEdward Jones
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: Dave Burgett, CFP®|AAMS®
700 W Cherry St, Sunbury, OH
43074, United States
Hours
Reviews
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2 reviews
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- WSWAYNE STROHACKERDec 17, 20245.0A great choice for your retirement and cd needs. Great place to grow your money
- MSMatthew SchwartzAug 31, 20155.0I have had the distinct pleasure to work with Dave on finances personally and with a business. He is always professional and friendly. Furthermore, he is knowledgeable and trustworthy. I would be comfortable recommending Dave to anyone and any business! Thank you, Dave!!
Frequently Asked Questions About Edward Jones - Financial Advisor: Dave Burgett, CFP®|AAMS®
What services does Edward Jones - Financial Advisor Dave Burgett offer?
They provide 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 Burgett located?
The office is located at 700 W Cherry St, Suite A, Sunbury, OH 43074, USA.
What are the regular business hours for Edward Jones - Financial Advisor Dave Burgett?
They are open Monday through Friday from 8:00 AM to 4:00 PM and closed on Sundays and Saturdays, except by appointment on Saturdays.
How can I contact Edward Jones - Financial Advisor Dave Burgett?
You can call their local phone at +1 614-430-5982, the main phone at +1 740-936-5148, or email dave.burgett@edwardjones.com.
How can I schedule an appointment with Edward Jones - Financial Advisor Dave Burgett?
Appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/dave-burgett/contact/.
Does Edward Jones - Financial Advisor Dave Burgett speak languages other than English?
They provide services in English.
How can customers benefit from nearby Athletico Physical Therapy when visiting Edward Jones?
Clients visiting Edward Jones can access Athletico Physical Therapy nearby for physical therapy and rehabilitation services, making it convenient to manage health and financial planning in one area.
What nearby dental services are accessible from Edward Jones - Financial Advisor Dave Burgett?
Nearby dental care providers include Michele Renick, DMD, MS and Renick Orthodontics, offering orthodontist and pediatric dental services for families visiting the area.
Are there local medical specialists near Edward Jones for comprehensive health care?
Yes, nearby medical specialists include Cardinal Orthopaedic Institute, Ohio Premier Dermatology, and Orthopedic ONE Sunbury, providing orthopedics, dermatology, and sports medicine services.
What advantages does Edward Jones have compared to competitors like Merrill Lynch or Wells Fargo Advisors?
Edward Jones offers personalized, face-to-face investment advice tailored to individual goals, distinguishing it from larger competitors such as Merrill Lynch and Wells Fargo Advisors.