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: Daniel Finnegan, CFP®
1640A Cornwall Rd, Lebanon, PA
17042, United States
Hours
Reviews
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- CAColleen AndrewsNov 5, 20255.0Daniel is outstanding! He thoughtfully addresses our concerns and questions. He listens carefully and attentively, and helps us plan appropriately. Kristie is also a joy to work with.
Frequently Asked Questions About Edward Jones - Financial Advisor: Daniel Finnegan, CFP®
What services does Edward Jones - Financial Advisor: Daniel Finnegan, CFP® 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: Daniel Finnegan, CFP® located?
The office is located at 1640A Cornwall Rd, Lebanon, PA 17042, USA.
What are the office hours for Edward Jones - Financial Advisor: Daniel Finnegan, CFP®?
They are open Monday to Friday from 9:00 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I contact Daniel Finnegan for financial advice?
You can call the main phone number +1 717-272-3127 or email daniel.finnegan@edwardjones.com.
Is it possible to book an appointment online with Daniel Finnegan?
Yes, appointments can be made online via the contact page at https://www.edwardjones.com/us-en/financial-advisor/daniel-finnegan/contact/.
What languages does Edward Jones - Financial Advisor: Daniel Finnegan speak?
The advisor communicates in English.
Which nearby real estate agents could assist clients looking for a new home near Edward Jones?
Nearby real estate agents include Melissa MacBride, Paul PJ Copenhaver Realtor, Abigail Weirback, Douglas Hackman, Tommy Long, Erica Shober, and others who can help clients with home buying services in the Lebanon area.
Are there mortgage brokers near Edward Jones for clients needing financing assistance?
Yes, clients can consult with Sara Fenstermaker at CrossCountry Mortgage, a nearby mortgage broker offering home financing solutions.
What healthcare facilities are available near Edward Jones in Lebanon?
Nearby health services include WellSpan Geriatrics, WellSpan Internal Medicine - Lebanon, Allergy & Asthma Center, Wellspan Medical Group, Celebration Villa retirement home, and Good Samaritan Outpatient Radiology Center.
Does Edward Jones - Financial Advisor Daniel Finnegan provide any digital tools for clients to plan their retirement?
Yes, they feature an online retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help clients prepare for the future.