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 Young, CFP®
2008 Caton Way SW, Olympia, WA
98502, United States
Hours
Reviews
4.5
2 reviews
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- CWCraig WoodFeb 24, 20215.0I really enjoy working with Dan. Not only is he trustworthy and responsive to my investing needs, he's a great guy. And he's a national championship college basketball player!
Frequently Asked Questions About Edward Jones - Financial Advisor: Dan Young, CFP®
What services does Edward Jones - Financial Advisor: Dan Young offer?
Edward Jones - Financial Advisor: Dan Young provides personalized investment services including retirement planning, education savings, stock and bond brokerage, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Dan Young located?
The office is located at 2008 Caton Way SW, Suite 203-B1, Olympia, WA 98502, United States.
What are the business hours for Edward Jones - Financial Advisor: Dan Young?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
How can I contact Dan Young at Edward Jones?
You can call the main phone number at +1 360-276-9578 or email dan.young@edwardjones.com for inquiries.
Does Edward Jones - Financial Advisor: Dan Young provide services in languages other than English?
They provide services in English.
How can I book a consultation with Dan Young at Edward Jones?
Consultations can be booked through the contact page at https://www.edwardjones.com/us-en/financial-advisor/dan-young/contact/.
Is there a mobile app available for Edward Jones clients?
Yes, Edward Jones offers a mobile app available on both Android and iOS platforms to help clients manage their investments on the go.
What nearby financial services and advisors are located close to Edward Jones - Financial Advisor: Dan Young?
Nearby financial services include other Edward Jones offices like Edward Jones - Financial Advisor: Jeff Geuin and Edward Jones - Financial Advisor: Taylor M Wood, as well as Sawston Wealth Management, LLC, and Asset Care & Preservation Services, offering additional options for financial advising and investment services.
What nearby professional services can clients visit before or after their appointment at Edward Jones?
Clients can access nearby professional services such as Capital Oral & Maxillofacial Surgery for dental care, Jill Collins law office, and Jacobsen Law Office for legal services, making it convenient to handle multiple appointments in one area.
Are there any local community or health services near Edward Jones - Financial Advisor: Dan Young that clients might find useful?
Yes, nearby are several community and health-related services including Through the Woods Counseling, Sound Psychology Services, Black Hills Pediatrics, and South Sound Parent to Parent, useful for clients seeking health or social support around their financial appointments.