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Edward Jones - Financial Advisor: Daniel Kirk, AAMS™
576 North Sunrise Avenue, Roseville, California, United States
About the Edward Jones - Financial Advisor: Daniel Kirk, AAMS™
Edward Jones - Financial Advisor: Daniel Kirk, AAMS™ is a trusted financial institution located at 576 North Sunrise Avenue in Roseville, California, United States. As an Accredited Asset Management Specialist, Daniel Kirk provides personalized financial advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones is committed to helping individuals and families navigate the complexities of personal finance. Whether you are planning for retirement, saving for college, or investing for the future, Daniel Kirk and the team at Edward Jones are dedicated to helping you make informed decisions and secure your financial future.
Photos of Edward Jones - Financial Advisor: Daniel Kirk, AAMS™
576 N Sunrise Ave STE 115, Roseville, CA 95661, United States
Opening hours of Edward Jones - Financial Advisor: Daniel Kirk, AAMS™
Monday:
08:00 - 16:00
Tuesday:
08:00 - 16:00
Wednesday:
08:00 - 16:00
Thursday:
08:00 - 16:00
Friday:
08:00 - 16:00
Saturday:
Day off
Sunday:
Day off
Reviews of Edward Jones - Financial Advisor: Daniel Kirk, AAMS™
"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!!!"
"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!!"
"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."
"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."
"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!"
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