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: Dena Morgan, CFP®
300 Foxcroft Ave, Martinsburg, WV
25401, United States
Hours
Reviews
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- BABrian AndereggAug 26, 20245.0She understands our goals and extremely knowledgeable and honest Highly Recommend
- SDS DAug 18, 20235.0Dena is wonderful, experienced, thoughtful and full of integrity . She is a fantastic financial advisor!
- MMMartin MilliganOct 16, 20215.0We had a problem with old retirement accounts that were always too difficult to deal with for other advisors. Dena was patient enough to help us set up new accounts and move those old accounts to retirement accounts that we control. Her advice has been helpful and she really understands our goals and objectives.
- SLSVG Commercial Cleaning LLCJun 11, 20215.0A talented and caring professional with the skillet to get us setup with employee benefits. I highly recommend Dena.
Frequently Asked Questions About Edward Jones - Financial Advisor: Dena Morgan, CFP®
What services does Edward Jones - Financial Advisor: Dena Morgan, CFP® offer?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds management, and tailored financial advice through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Dena Morgan located?
The office is located at 300 Foxcroft Ave, Suite 301, Martinsburg, WV 25401, United States.
What are the business hours for Edward Jones - Financial Advisor: Dena Morgan?
Open Monday through Thursday from 8:30 AM to 4:30 PM, Friday from 8:30 AM to 4:00 PM, and closed on Saturdays and Sundays. Saturday appointments are available by appointment only.
How can I contact Edward Jones - Financial Advisor: Dena Morgan?
You can reach them by phone at +1 304-443-5801 or via email at dena.morgan@edwardjones.com.
Is there an option to schedule a consultation online with Dena Morgan?
Yes, you can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/dena-morgan/contact/.
What languages does Edward Jones - Financial Advisor: Dena Morgan speak?
The services are available in English.
Are there any nearby financial institutions to Edward Jones - Financial Advisor: Dena Morgan?
Yes, nearby financial institutions include Northwestern Mutual, Embrace Home Loans, U.S. Bank-Mortgage Loan Officer Tammy Demick, and another Edward Jones financial advisor, Joshua O Mongold.
What local real estate services are near Edward Jones - Financial Advisor: Dena Morgan?
Nearby real estate services include Weichert Realtors - Blue Ribbon, Hafer Real Estate, Heather Parziale with Weichert Realtors - Blue Ribbon, and Catrow Law PLLC which offers real estate law services.
Are there nearby accommodations for visitors to Edward Jones - Financial Advisor: Dena Morgan?
Yes, several hotels are nearby such as Fairfield by Marriott Inn & Suites Martinsburg, Fairfield Inn and Suites by Marriott, and Holiday Inn Martinsburg.
What is Edward Jones' commitment towards client data privacy?
Edward Jones is committed to protecting client data; more information is available on their Privacy and Security page at https://www.edwardjones.com/us-en/privacy.