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 Hoefer, CFP®
7436 Forest Court, Irmo, SC
29063, United States
Reviews
5.0
2 reviews
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- KWKelly WoodsNov 5, 20255.0Extremely helpful and knowledgeable and applied no pressure. Really took my needs and concerns to heart. Always leave my meetings extremely satisfied
- MWMelanie WoodJun 15, 20165.0Dan is very knowledgeable and professional, he really takes the time to help you understand everything and he helps making the right decisions easy. I highly recommend!
Frequently Asked Questions About Edward Jones - Financial Advisor: Dan Hoefer, CFP®
What types of financial services does Edward Jones - Financial Advisor: Dan Hoefer offer?
Edward Jones - Financial Advisor: Dan Hoefer offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, investment management, and financial advising.
Where is Edward Jones - Financial Advisor: Dan Hoefer located?
Edward Jones - Financial Advisor: Dan Hoefer is located at 7436 Forest Court, Suite 101, Irmo, SC 29063, USA.
How can I contact Edward Jones - Financial Advisor: Dan Hoefer?
You can contact Edward Jones at the main phone number +1 803-990-2684, or via email at dan.hoefer@edwardjones.com. An alternate phone number is +1 803-732-3594.
Does Edward Jones - Financial Advisor: Dan Hoefer provide any online tools for retirement planning?
Yes, Edward Jones offers an online Retirement Savings Calculator accessible through their website to help clients plan their retirement readiness.
What languages are supported by Edward Jones - Financial Advisor: Dan Hoefer?
Edward Jones - Financial Advisor: Dan Hoefer provides services in English.
Are there mobile apps available for accessing Edward Jones services?
Yes, Edward Jones has mobile apps available for both Android and iOS platforms, which can be downloaded from the Google Play Store and Apple App Store respectively.
What are some nearby businesses or services close to Edward Jones - Financial Advisor: Dan Hoefer?
Nearby places include Acktel Claims Consultants (insurance agency), CVS Pharmacy (pharmacy and medical supply), and First Community Bank (bank and credit union).
Is there a convenient way to handle banking or currency exchange near Edward Jones?
Yes, First Community Bank offers banking services nearby, and LibertyX Bitcoin ATM provides currency exchange and ATM services close to Edward Jones.
What are some nearby places to visit or services to use after a meeting at Edward Jones?
Clients can visit local businesses like Bedazzled Salon & Day Spa for beauty services, Zaxby's for a quick meal, or Irmo Music Academy for music lessons nearby.
How can nearby services help customers visiting Edward Jones in Irmo?
Nearby services such as America's Best Payroll (bookkeeping), various insurance agencies like Eva Beaty: Allstate Insurance, and pharmacies like Irmo Drug provide complementary services that can support clients' financial and personal needs before or after visiting Edward Jones.