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

Discover Financial Wisdom with Daniel Kirk, CFP®|AAMS™ at Edward Jones

Located at 970 Reserve Dr Suite 150, Roseville, CA 95678, United States, Edward Jones - Financial Advisor: Daniel Kirk, CFP®|AAMS™ stands out as a trusted source for comprehensive financial guidance. With a phone number 916-218-6044, potential clients can easily reach out for expert advice tailored to their financial needs.

Daniel Kirk, a highly esteemed financial advisor, offers a wide array of services including Financial Consultant, Finance Broker, Investment Services, and Stock Broker services. His specialties ensure that clients receive a holistic approach to managing their financial futures. The company prides itself on being wheelchair-accessible, with a car park, entrance, and toilet all easily accessible for visitors with mobility challenges. This commitment to inclusivity makes Edward Jones a welcoming space for all.

For those seeking to explore financial consulting, Edward Jones has garnered attention, as evidenced by its 5 reviews on Google My Business, with an impressive Average Opinion of 5/5. This speaks volumes about the quality of service offered by Daniel Kirk and his team.

When considering financial advisor services, it's crucial to seek professionals with certifications like CFP® (Certified Financial Planner) and AAMS™ (Registered Investment Adviser). These designations assure clients that they're in capable hands, adhering to the highest standards of financial planning and advice.

For anyone looking to make informed decisions about their finances, Daniel Kirk at Edward Jones offers a personalized approach to financial planning. Whether you're looking to invest, save for retirement, or manage your current financial situation, Edward Jones provides the expertise necessary to achieve your goals.

To get started on your journey towards financial security, it's recommended to appoint an appointment through their website edwardjones.com. This step allows you to meet with Daniel Kirk in person, ensuring you receive the personalized attention your financial future deserves.

👍 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 R.

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!!