Edward Jones - Financial Advisor: Dan Monks, CFP® - Pacific, Missouri

Edward Jones - Financial Advisor: Dan Monks, CFP®

Edward Jones - Financial Advisor Dan Monks, CFP® is a reputable financial services firm located at 326 W Osage St, Pacific, MO 63069, United States. With a phone number of 6362575027 and a website at edwardjones.com, they specialize in financial consulting, finance brokering, investment services, and stock brokering.

The office is wheelchair accessible with wheelchair-accessible parking, entrance, and toilets, and appointments are recommended. With an average rating of 4/5 based on 4 reviews on Google My Business, clients praise Dan for his intelligence, care, and thorough approach to financial planning.

Key features and benefits:

• Expertise in financial consulting and investment services
• Personalized attention and care for each client
• Wheelchair accessibility and amenities
• Highly recommended by existing clients

About Edward Jones - Financial Advisor Dan Monks, CFP®:

• Over 3 years of experience helping clients diversify their investments and retirement planning
• Highly recommended for financial advice and planning
• Appointments recommended for personalized service

Dan Monks, CFP® and his team at Edward Jones - Financial Advisor are dedicated to helping individuals and families achieve their financial goals through personalized investment strategies and financial planning services. With a proven track record and a commitment to exceptional service, they are a top choice for those seeking a reliable and knowledgeable financial advisor in Pacific, MO.

👍 Reviews of Edward Jones - Financial Advisor: Dan Monks, CFP®

Michelle W.

5/5

I love working with Dan on my investments. He is very intelligent, cares, and I look forward to talking to him each year. I appreciate that he goes over numerous scenarios, goals, and how to get there. I am also an accountant and feel comfortable referring my clients to Dan as well.

Jim W.

5/5

I've been a client for over 3 years. He's really helped me diversify all my stocks and retirement planning. If your looking for financial advisor I highly recommend Dan and his team.

Brooke B.

1/5

I was at my eye doctor appointment today to pick up my glasses and my husband was walking his service dog and the 2 lady's that work at Edward Jones let 2 dogs out of their building luckily they didn't hurt my husband service dog and I was able to get the dogs away from my husband's dog one of the dogs got on my car if they are going to bring them to work with them and let them out they need to have them on a leash and not let them run

Jedidiah M.

5/5