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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Edward Jones - Financial Advisor: Josh Defnall, CFP®|AAMS®
Josh is a remarkable professional who perfectly balances training and intelligence with family values and wisdom. I am very happy with our service from Josh and his team and recommend him often to friends and clients alike.
EJ
Ed Rodriguez Jr
Jan 16, 2025
5.0
I can’t recommend Josh enough. His personalized approach, deep knowledge, and clear communication make financial decisions much easier to understand. I feel confident that my investments and financial plans are in the best hands. Whether you’re looking to save for retirement, build wealth, or get your finances in order, Josh is the best partner you could ask for. Truly exceptional service.
Frequently Asked Questions About Edward Jones - Financial Advisor: Josh Defnall, CFP®|AAMS®
What personalized financial services does Edward Jones - Financial Advisor Josh Defnall offer?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored through face-to-face consultations.
What are the regular business hours for Edward Jones - Financial Advisor Josh Defnall?
The office is open Monday to Thursday from 9:00 AM to 5:00 PM, and on Fridays from 9:00 AM to 4:00 PM, with appointments only on Fridays.
Where is Edward Jones - Financial Advisor Josh Defnall located?
The office is located at 5 Killdeer Ln, Dayton, VA 22821, USA.
How can I contact Edward Jones - Financial Advisor Josh Defnall?
You can contact Josh Defnall by phone at +1 540-879-2019 or email at josh.defnall@edwardjones.com.
Can I schedule an appointment online with Edward Jones - Financial Advisor Josh Defnall?
Yes, appointments can be scheduled online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/josh-defnall/contact/
What languages does Edward Jones - Financial Advisor Josh Defnall support?
The office provides services in English.
Are there Edward Jones financial advisors nearby Edward Jones - Financial Advisor Josh Defnall?
Yes, Edward Jones - Financial Advisor Sean M Philpott is a nearby financial service provider you may consider visiting for additional advice.
What nearby places can I visit for a coffee or snack before or after my appointment with Edward Jones?
Kaffee Klatsch coffee shop and sweetmollykates bakery are nearby spots where you can enjoy coffee or treats before or after your appointment.
Are there local health services close to Edward Jones - Financial Advisor Josh Defnall?
Yes, nearby health services include Carilion Clinic Family Medicine - Dayton and Joshua Landis, a nurse practitioner.
What are some shopping options near Edward Jones - Financial Advisor Josh Defnall?
Nearby shopping options include The Dayton Market shopping center, Green Hummingbird Fair Trade Clothing, and The Jerky Shoppe for gifts and local goods.