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: Dan Rodgers, CFP®|ChFC®|AAMS®
Frequently Asked Questions About Edward Jones - Financial Advisor: Dan Rodgers, CFP®|ChFC®|AAMS®
What services does Edward Jones - Financial Advisor: Dan Rodgers offer?
Edward Jones - Financial Advisor: Dan Rodgers provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and tailored face-to-face financial advice.
Where is Edward Jones - Financial Advisor: Dan Rodgers located?
The office is located at 237 N Chelan Ave, Wenatchee, WA 98801, USA.
What are the business hours of Edward Jones - Financial Advisor: Dan Rodgers?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on weekends.
How can I contact Dan Rodgers, the financial advisor at Edward Jones?
You can contact Dan Rodgers by phone at +1 509-662-4491 or by email at dan.rodgers@edwardjones.com.
Is it possible to schedule a consultation with Dan Rodgers online?
Yes, you can schedule a consultation through the online contact form at https://www.edwardjones.com/us-en/financial-advisor/dan-rodgers/contact/.
What languages are supported by Edward Jones - Financial Advisor: Dan Rodgers?
Services are offered in English.
Are there any nearby dental offices around Edward Jones - Financial Advisor: Dan Rodgers?
Yes, there are several nearby dental offices including Family Tree Dentistry, Family Tree Dentistry - Joseph Barker, DMD, Wenatchee Wisdom Teeth, Wenatchee Pediatric Dentistry, Gundersen Dental, and Brazeau Orthodontics, which could be convenient for clients or visitors who might want to combine personal appointments.
What nearby community and counseling services are close to Edward Jones - Financial Advisor: Dan Rodgers?
Nearby community and counseling services include Central Washington Veterans Counseling, Marie Carmel Desire hospital, Rotary International Wenatchee Rotary Club, SkillSource school, and Alano Club of Wenatchee, which may offer additional support to clients in the area.
Are there any parks or recreational places near Edward Jones - Financial Advisor: Dan Rodgers?
Yes, Pennsylvania Park is nearby and offers a playground and space for community events, providing a pleasant spot for relaxation before or after your meeting at Edward Jones.
How can a customer visiting Edward Jones benefit from nearby financial services?
Customers may find it convenient that Wells Fargo Home Mortgage is nearby, allowing them to explore mortgage services alongside their investment and financial planning at Edward Jones.