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: Daniel Young, CFP®
2139 Market St, Wheeling, WV
26003, United States
Hours
Reviews
5.0
1 reviews
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1 star0
- DDDLYNNE4444Feb 26, 20255.0Dan is the best finance officer ever. Cares about your income and future finances. Dan appreciates his clients His staff is wonderful.
Frequently Asked Questions About Edward Jones - Financial Advisor: Daniel Young, CFP®
What financial services does Edward Jones - Financial Advisor: Daniel Young, CFP® offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds management, and investment advisory.
What are the business hours for Edward Jones - Financial Advisor: Daniel Young, CFP®?
The office is open Monday to Friday from 8:00 AM to 4:30 PM and is by appointment only on Saturdays. It is closed on Sundays.
How can I schedule an appointment with Daniel Young, CFP® at Edward Jones?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/dan-r-young/contact/.
Where is Edward Jones - Financial Advisor: Daniel Young, CFP® located?
Their office is located at 2139 Market St, Wheeling, WV 26003, United States.
How can I contact Edward Jones - Financial Advisor: Daniel Young, CFP®?
You can call them at +1 304-944-5713 or +1 304-243-1887, or email dan.r.young@edwardjones.com.
Are there any nearby places I might visit before or after my meeting at Edward Jones?
Yes, you could visit Talan + Lou Boutique for shopping, Bite Me Bakery for desserts, or Later Alligator restaurant for American cuisine nearby.
Is there a convenient place nearby to grab coffee near Edward Jones - Financial Advisor: Daniel Young, CFP®?
Centre Cup Coffee is a nearby coffee shop and cafe where you can enjoy a coffee before or after your appointment.
Are there any cultural or historical attractions near Edward Jones' office in Wheeling?
Yes, the nearby Wheeling Historic District and Chapline Street Row Historic District offer historical landmarks and fountains to explore.
Does Edward Jones offer mobile apps for accessing their services?
Yes, Edward Jones provides mobile apps available on both Android and iOS platforms for convenient access to their services.
What languages does Edward Jones - Financial Advisor: Daniel Young, CFP® support?
They provide services primarily in English.