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: David Daugherty, CFP®
Frequently Asked Questions About Edward Jones - Financial Advisor: David Daugherty, CFP®
What financial services does Edward Jones - Financial Advisor: David Daugherty, CFP® provide?
They offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial consultations.
Where is Edward Jones - Financial Advisor: David Daugherty, CFP® located?
The office is located at 10119 E 80th St, Suite B, Tulsa, OK 74133, USA.
What are the office hours of Edward Jones - Financial Advisor: David Daugherty, CFP®?
The office is open Monday to Thursday from 8:00 AM to 5:00 PM, and Friday from 8:00 AM to 3:30 PM. It is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: David Daugherty, CFP®?
You can reach them by phone at +1 918-731-2231 or +1 918-459-0014, or via email at james.daugherty@edwardjones.com.
Is there an app available for Edward Jones clients to manage their investments?
Yes, Edward Jones offers mobile apps available on both Android and iOS platforms for convenient access to financial services.
How can I schedule an appointment with Edward Jones - Financial Advisor: David Daugherty, CFP®?
You can book a consultation through their online reservation page at https://www.edwardjones.com/us-en/financial-advisor/james-daugherty/contact/.
What languages are spoken at Edward Jones - Financial Advisor: David Daugherty, CFP®?
Services are provided in English.
Are there any medical facilities near Edward Jones - Financial Advisor: David Daugherty, CFP®?
Yes, nearby medical facilities include Prestige Medical Care, Tulsa Rehabilitation Hospital, and Assistance in Health Care Tulsa, which could be helpful for clients seeking nearby healthcare services.
What beauty and spa services are near Edward Jones - Financial Advisor: David Daugherty, CFP®?
Nearby options include Results Medical Aesthetics, Moonlight Med Spa, and Kreitzberg Plastic Surgery, allowing clients to combine financial appointments with personal care visits.
Are there nearby real estate services close to Edward Jones - Financial Advisor: David Daugherty, CFP®?
Yes, JKJ Realty and Capital Assets INC are nearby real estate agents and property management services that clients might find convenient for their real estate needs.