Edward Jones - Financial Advisor: Daniel Kirk, CFP®|AAMS™ - Roseville, California

Edward Jones - Financial Advisor: Daniel Kirk, CFP®|AAMS™

Dirección: 970 Reserve Dr Suite 150, Roseville, CA 95678

Teléfono: 62186044

Página web: edwardjones.com

Especialidades:

Financial consultant
Finance broker
Investment service
Stock broker

Otros datos de interés:

Acceso a la entrada para sillas de ruedas
Estacionamiento para sillas de ruedas
Baño accessible para sillas de ruedas
Restaurante
Se requieren citas recomendadas

Con más de 20 años de experiencia en asesoramiento financiero
Ofrece una amplia gama de servicios de inversión y planeación financiera personalizada
Equipo de asesoramiento financiero capacitado y experimentado
Conoce y entiende sus necesidades y objetivos financieros para crear planes de inversión personalizados
Proporciona una variedad de herramientas y recursos para ayudarlo a tomar decisiones informadas sobre sus finanzas

Recomendación:

Si estás buscando un asesoramiento financiero confiable y profesional, Edward Jones - Financial Advisor: Daniel Kirk, CFP®|AAMS™ es una excelente opción. Con su experiencia y conocimiento en asesoramiento financiero, puede ayudarte a lograr tus objetivos financieros y a construir un futuro más seguro y tranquilo. Visita su página web para obtener más información y programar una cita con Daniel Kirk. No dudes en contactarlo para obtener asesoramiento financiero experto

👍 Reviews of Edward Jones - Financial Advisor: Daniel Kirk, CFP®|AAMS™

Derek S.

5/5

I found Daniel Kirk in an online search in September 2020. After a couple interviews we decided to move our investments over to Edward Jones working with Dan. A year and a half later we are so glad that we did! I have wanted to post a review for Dan for some time now, especially since this is the very place that we found him. His positive reviews are what originally intrigued us. He’s helped us check off many of our “to-do’s” from life insurance and establishing a family trust. He’s always had our interest ahead of his own, and I appreciate his long term thinking approach to good financial decision making. He also has some great referrals within his network. Thanks Dan!!!

Lindsey N.

5/5

When first moving my retirement and Roth account to Daniel at Edwards Jones, we had many extensive talks about my expectations, hopes and needs for my future and investing. He is very open to explaining further anything you don’t understand and always listens to your ideas on potential investments. He makes sure he does his research and tries to find the right moments to make investment moves. It feels good to finally have my financial future in good hands!

Kymla B.

5/5

Dan made moving my 401k and my pension over to EJA so easy! He calls me when changes come up so we can discuss my accounts. I appreciate and respect the advice he gives - I have recommended him to people in my network. All have been impressed.

A W.

5/5

First and foremost, Dan Kirk LISTENS. And second, he gives answers a "non-investor" can understand in terms of risk, investment strategy and longterm goals.
I'm very comfortable talking to/with him and he is in communication with me any time there's anything he feels will affect my investments.

Billie K.

5/5

Danny is very easy to work with and always available with any questions I have! He helped me through the process and explained everything in detail! I would highly recommend him to help you with any financial questions and needs you have!!