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
Danny is a great person and truly cares about his clients. He’s a shining star in industry that treats people like numbers. I would absolutely recommend him to family and friends and I have!
Frequently Asked Questions About Edward Jones - Financial Advisor: Danny A Chi
What financial services does Edward Jones - Financial Advisor: Danny A Chi offer?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the office hours for Edward Jones - Financial Advisor: Danny A Chi?
The office is open Monday to Friday from 8:30 AM to 4:30 PM and is closed on weekends.
Where is Edward Jones - Financial Advisor: Danny A Chi located?
The office is located at 18920 Bothell Way NE, Suite 208, Bothell, WA 98011, USA.
How can I contact Edward Jones - Financial Advisor: Danny A Chi?
You can call their main phone number at +1 425-510-0382 or email danny.chi@edwardjones.com.
Is there an online way to schedule a consultation with Danny A Chi?
Yes, you can schedule a consultation through their contact page at https://www.edwardjones.com/us-en/financial-advisor/danny-chi/contact/.
Does Edward Jones - Financial Advisor: Danny A Chi offer any digital tools or apps for clients?
Yes, clients can use the Edward Jones apps available on Android and iOS to manage their investments and financial planning.
Are there nearby financial institutions where I can handle transactions before or after visiting Edward Jones?
Yes, Chase Bank and a Chase ATM are nearby, providing convenient options for your banking needs around your Edward Jones visit.
What nearby amenities can I visit near Edward Jones - Financial Advisor: Danny A Chi for a break or refreshment?
Nearby coffee shops like Beca's Brew and Milky Way Espresso offer great spots for coffee or smoothies before or after your appointment.
Are there health or wellness facilities close to Edward Jones - Financial Advisor: Danny A Chi?
Yes, Bothell Regenerative Medicine, Bothell Integrated Health, and several chiropractors and dental clinics are located nearby, offering health and wellness services.
Who are some of the competitors of Edward Jones - Financial Advisor: Danny A Chi in the financial advisory space?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.