Business Details
About
Investment Service
Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Heather L Daum
869 West 2nd Street, Xenia, OH
45385, United States
Reviews
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2 reviews
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- TTToniJan 16, 20255.0I wanted to share my experience with Heather as a financial advisor. Heather provided exceptional service when I approached her with an old retirement account. My husband and I had numerous questions, and she consistently demonstrated patience and extensive knowledge throughout our discussions. In just three months, Heather achieved an impressive 8% return on my account, which solidified our confidence in her abilities. As a result, we decided to invest more with her and are looking forward to seeing how she manages these investments. Overall, I highly recommend Heather as a financial advisor for anyone seeking professional guidance in financial matters.
- MCMaria Petrosino CottrellJan 16, 20255.0Heather is amazing! If you are looking for someone who cares about you and your assets and setting you up for your best financial future, Heather is it!
Frequently Asked Questions About Edward Jones - Financial Advisor: Heather L Daum
What services does Edward Jones - Financial Advisor: Heather L Daum provide?
Edward Jones offers financial advising, investment management, investment funds, and stock broker services.
How can I schedule an appointment with Heather L Daum?
You can schedule an appointment by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/heather-daum/contact/.
What financial specialties are available at this Edward Jones location?
Specialties include 401(k) rollovers, Roth IRA, 529 College Savings Plan, life insurance, SEP IRAs, and traditional IRAs.
Where is Edward Jones - Financial Advisor: Heather L Daum located?
The office is located at 869 West 2nd Street, Xenia, OH 45385, USA.
Which language is spoken at Edward Jones - Financial Advisor: Heather L Daum?
Services are offered in English.
What are some useful apps to access Edward Jones on mobile devices?
You can download the Android app at the Google Play Store or the iOS app on the Apple App Store.
What nearby dining options are available around Edward Jones in Xenia?
Nearby dining includes Tudor's Biscuit World and Sister Pigs Eats, great places to enjoy comfort food and casual meals before or after your financial appointment.
Are there any community centers or social service organizations near Edward Jones?
Yes, the Veterans of Foreign Wars and the VFW Post 2402 serve as community centers and social service organizations nearby.
Is there a convenient location near Edward Jones to send or receive packages?
Yes, the UPS Access Point location nearby provides courier and delivery services, making it convenient for your package needs.
What are some automotive-related services nearby Edward Jones in Xenia?
Nearby you can find Detroit Tire for tire and automotive repair, and U-Haul Neighborhood Dealer for truck rentals.