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: Dan Petty
210 N Main Street, Souderton, PA
18964, United States
Hours
Reviews
5.0
1 reviews
5 stars
1
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1 star0
- JDJoe DantoneMar 25, 20205.0Wow! Dan has been fantastic! He's not only extremely knowledgeable, but he's such a pleasure to be around. He always takes the time to answer any questions we may have and really goes above and beyond with the service he provides.
Frequently Asked Questions About Edward Jones - Financial Advisor: Dan Petty
What services does Edward Jones - Financial Advisor: Dan Petty offer?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Dan Petty located?
The office is located at 210 N Main Street, Souderton, PA 18964, United States.
What are the business hours for Edward Jones - Financial Advisor: Dan Petty?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and closed on weekends.
How can I contact Edward Jones - Financial Advisor: Dan Petty?
You can reach them by phone at +1 267-494-0559 or via email at dan.petty@edwardjones.com.
Can I schedule an appointment with Dan Petty online?
Yes, appointments can be scheduled online through the contact page on their website.
Does Edward Jones provide mobile apps for their services?
Yes, Edward Jones offers both Android and iOS mobile apps for client convenience and access to financial tools.
What languages are spoken at Edward Jones - Financial Advisor: Dan Petty?
Services are provided in English.
Are there other Edward Jones financial advisors near Dan Petty's office?
Yes, nearby Edward Jones advisors include Kevin C Cuthill, CFP®|AAMS®, Orit Sapir Alon, Kia N Coleman, and Jeffrey Pascoe, CRPS®, providing additional options for financial advising in Souderton.
What nearby amenities can I visit when coming to Edward Jones in Souderton?
Nearby, you can enjoy Raw Replenish - Souderton for smoothies and cafe treats, or visit The Burger Shop for a casual meal after your financial consultation.
How can nearby health and wellness services complement my visit to Edward Jones?
After meeting with your financial advisor, you might relax or recover at Coventry Chiropractic or enjoy a mobile massage from Here's The Rub Mobile Massage, both conveniently located near the office.