Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Dan Cicu
9623 32nd St SE, Lake Stevens, WA
98258, United States
Reviews
5.0
18 reviews
5 stars
18
4 stars0
3 stars0
2 stars0
1 star0
- RTRicardo TuqueroSep 18, 20255.0Dan is a person of integrity and who truly is in the business to serve others.
- RTRita TuthillAug 22, 20255.0Dan is a great guy, very focused, personal and a good listener as he tries his best to guide my husband and I to make the right choices on our path towards retirement. We never feel rushed in his meetings as we try to understand the financial workings and tools he presents to us. He is very patient, kind, diligent, energetic and doesn’t mind repeating things we don’t quite understand to educate us further and makes us feel better. He is prompt to return phone calls, always pleasant, stays connected and very nice to work with. We appreciate him very much.
- SBshaun burkeJul 5, 20245.0Dan is on the ball, so to speak. I called another office and didn’t hear back until well into the next day. I called Dan after hours and just by chance he picked up the phone and we were able to talk. I met with him shortly after to get everything setup and get a game plan. He is, a great guy, very knowledgeable and I would highly recommend him. I am impressed.
- SASherwin AfableJan 18, 20245.0Dan Cicu is a role model financial advisor. Even though I was still in college and had no income to save for retirement or investments, Dan took the time to sit down with me and teach me the basics of saving money and investing. Although Dan's livelihood involves talks of money, I never once felt judged for the amount of money I had, or rather didn't have, and never felt pushed to do something with my money that I wasn't comfortable with. Talking with Dan helped me to clarify my financial priorities when I only had vague ideas of what I wanted for myself in the future. You can tell that he's concerned for the entire wellbeing of his clients, not just their financial health. Although my current circumstances no longer necessitates the use of a financial advisor, working with Dan has had a tremendous impact on my financial journey and I can confidently recommend him to friends or family looking for a financial advisor.
Frequently Asked Questions About Edward Jones - Financial Advisor: Dan Cicu
What services does Edward Jones - Financial Advisor: Dan Cicu offer?
Edward Jones - Financial Advisor: Dan Cicu offers financial advising, investment management, investment funds, and stock brokerage services.
Where is Edward Jones - Financial Advisor: Dan Cicu located?
The office is located at 901 Frontier Circle E., Ste 105, Lake Stevens, WA 98258, USA.
How can I schedule an appointment with Dan Cicu?
You can schedule an appointment through this reservation link: https://www.edwardjones.com/us-en/financial-advisor/daniel-cicu/contact/
What are the specialties of this financial advisor?
Specialties include 401(k) rollovers, Roth IRA, 529 College Savings Plan, life insurance, SEP IRAs, and traditional IRAs.
Is Edward Jones - Financial Advisor: Dan Cicu currently open?
Yes, the office is currently open and accepting clients.
What languages are spoken at this office?
English is spoken at the Edward Jones office of Dan Cicu.
What is the contact phone number for Edward Jones - Financial Advisor: Dan Cicu?
You can reach the office by phone at +1 425-609-3800.
Are there any places nearby where I can relax or enjoy food before or after my appointment?
Nearby you can visit Rustic Cork Wine Bar for wine and dining or IHOP for breakfast and brunch.
Where can I find urgent medical care near Edward Jones - Financial Advisor: Dan Cicu?
MultiCare Indigo Urgent Care, a medical center and walk-in clinic, is located nearby for urgent health services.
Are there local services nearby that could be useful if I drive to the Edward Jones office?
Yes, automotive services such as Lake Stevens Automotive, Big O Tires, and Express Lube are nearby for vehicle repairs and maintenance.