Edward Jones - Financial Advisor: David Tanney, CFP®|AAMS®

5.0
3 reviews
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Business Details

1024 Washington Blvd, Williamsport, PA
17701, United States
(570) 329-3000
https://www.edwardjones.com/us-en
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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: David Tanney, CFP®|AAMS®
1024 Washington Blvd, Williamsport, PA
17701, United States

Hours

Reviews

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  • BC
    Betty Chesley
    Dec 17, 2024
    5.0
    I met David at a home show in Lycoming County several years ago. I was recently widowed, had relocated from out of state to be near family, and had to deal with all the necessary financial planning that comes with losing a spouse, while also retiring. I'd already had one unsatisfactory meeting with a noncertified financial planner at a bank and was not convinced he was acting in my best interest. In the course of our initial conversation, I learned that David was in fact, a Certified Financial Planner, so later arranged an appointment. The office manager, Pat, was tremendously pleasant and helpful. From the start, I felt that these folks were interested in me as a person and in helping me make good decisions for the best outcomes. My first meeting with David was easily several hours where we reviewed everything from my situation to assets to goals and I left that day with a workable budget in hand. He listened well and asked the right questions, and he worked to make my situation work. I came away empowered and feeling in control of my current financial situation. As a recent widow, that was incredibly important to me. Several further meetings were arranged and now I attend annual reviews. Additionally, I have access to the team with any questions, changes or concerns. I find their fees quite reasonable. I have to honestly say that David and his team have been a life-saver for me. They have been invested in me as a person, not just a client. I am ever thankful to have first met David at that home show - THAT was an answer to prayer(!). I strongly recommend David and his team to anyone needing financial services.
  • TC
    Tyler Capozzi
    Dec 13, 2021
    5.0
    Knowledgable, friendly, and great service. Most importantly, they care about you the customer! Great job David and the rest of the team!
  • TH
    Tanney Herlocher
    Nov 11, 2019
    5.0
    He is awesome! Very knowledgeable!
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Frequently Asked Questions About Edward Jones - Financial Advisor: David Tanney, CFP®|AAMS®

What personalized investment services does Edward Jones - Financial Advisor: David Tanney offer?

Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.

What are the regular business hours of Edward Jones - Financial Advisor: David Tanney?

The office is open Monday to Friday from 8:00 AM to 4:00 PM and is closed on Sundays. On Saturdays, service is available by appointment only.