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.
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My experience as of today has been horrible. It's so eye opening and upsetting when being met with aggression, hostility, and anger when you place a boundary. I was very adamant about moving some of my investment and refused to disclose this to Mr. Daniel's. He basically told me that he wasn't going to work with me any longer because his clients disclose everything to him. The entitlement and unprofessionalism of his behavior upset me so that I was in tears and I promptly called the customer service line. I don't have any forgiveness because the interaction was uncalled for.
Frequently Asked Questions About Edward Jones - Financial Advisor: Larry V Daniels
What investment services does Edward Jones - Financial Advisor: Larry V Daniels offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to your individual goals.
What are the office hours of Larry V Daniels' Edward Jones office?
The office is open Monday to Friday from 8:30 AM to 4:30 PM and is closed on Sundays. Saturdays are by appointment only.
How can I make an appointment with Larry V Daniels at Edward Jones?
Appointments can be made through the online reservation link: https://www.edwardjones.com/us-en/financial-advisor/larry-daniels/contact/
Where is Edward Jones - Financial Advisor: Larry V Daniels located?
The office is located at 3 Valley Square, Suite #304, Blue Bell, PA 19422, United States.
Which languages are spoken at Larry V Daniels' Edward Jones office?
English is the primary language spoken at the office.
How can I contact Larry V Daniels at Edward Jones?
You can call the main phone number at +1 215-965-1472 or email at larry.daniels@edwardjones.com.
Does Larry V Daniels use social media for updates or contact?
Yes, Edward Jones has a Facebook page at https://www.facebook.com/357521428040273 and a Twitter handle @EdwardJones.
Are there other financial advisory firms near Edward Jones in Blue Bell?
Yes, nearby financial advisory firms include Longevity Income Solutions, Risler Financial Management, Wealth Enhancement Group, Marc Gaillard II - Kingdom Financial Principles, and several Mutual of Omaha advisors like Susan Schluth and Debbie Schachter.
What nearby services might be helpful for visitors to Edward Jones in Blue Bell?
Nearby services include home health care like BAYADA Home Health and Griswold Home Care, legal services such as Ostroff Godshall Injury and Accident Lawyers, and educational institutions like Martin Luther School at Gemma Services and Silver Springs - Martin Luther School.
What attractions or points of interest are close to Edward Jones that clients might visit?
Clients might want to visit Blue Bell Camp, an RV park and campground, or check out community service organizations like Make-A-Wish Philadelphia, Delaware & Susquehanna Valley and the Jean Griswold Foundation nearby.