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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Location
Edward Jones - Financial Advisor: Dionne Dailey, CEPA®
Frequently Asked Questions About Edward Jones - Financial Advisor: Dionne Dailey, CEPA®
What are the main services offered by Edward Jones - Financial Advisor: Dionne Dailey, CEPA®?
The office offers personalized investment services including financial advising, investment management, stocks and bonds brokerage, and retirement planning tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Dionne Dailey, CEPA® located?
The office is located at 12900 Preston Rd, Suite 623, Dallas, TX 75230, United States.
What are the regular office hours for Edward Jones - Financial Advisor: Dionne Dailey, CEPA®?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and is closed on Sundays. Saturdays are by appointment only.
How can I contact Edward Jones - Financial Advisor: Dionne Dailey, CEPA®?
You can reach them by phone at +1 972-789-9680 or by email at dionne.dailey@edwardjones.com.
Is there an option to book an appointment online with Dionne Dailey at Edward Jones?
Yes, appointments can be scheduled via their online contact page at https://www.edwardjones.com/us-en/financial-advisor/dionne-dailey/contact/.
Which nearby financial or legal services can clients visit along with Edward Jones?
Nearby financial and legal services include Dallas Tax and Books (accounting and trusts), D R Saur Financial (financial advising), Dick Meyers - State Farm Insurance Agent, and The Hagood Law Firm for legal services.
Are there other Edward Jones financial advisors near Dionne Dailey's office?
Yes, nearby Edward Jones offices include Financial Advisor Andrea E Armstrong and Financial Advisor David Kreutz.
What nearby places of interest could I visit around Edward Jones - Financial Advisor: Dionne Dailey?
Besides financial services, there are several jewelry stores nearby such as Anschar Diamonds, Shai Gut, Sol Ben Co., and Hill Manufacturing Jewelry Co. Also, you could visit Dallas Area Parkinson Society, a local nonprofit organization.
Does Edward Jones - Financial Advisor: Dionne Dailey provide services in languages other than English?
Currently, services are provided in English.
How does a client prepare for a consultation at Edward Jones with Dionne Dailey?
Clients typically prepare by reviewing their financial goals and bringing relevant financial documents. Personalized advice is given during face-to-face consultations to align with their specific investment needs.