Edward Jones - Financial Advisor: Dan Perry, AAMS™ - White Bear Lake, Minnesota

Introduction

Situated at 4717 Banning Ave, White Bear Lake, MN 55110, Edward Jones - Financial Advisor: Dan Perry, AAMS™, offers comprehensive financial services to the local community. With a commitment to understanding individual needs and providing tailored solutions, Dan Perry has built a reputation for excellence in the industry.

Main Services

• Financial Consultation: Dan Perry, AAMS™, works closely with clients to understand their financial goals, risk tolerance, and time horizon. This personalized approach enables him to develop strategies that align with each client's unique situation.
• Investment Services: Edward Jones offers a wide array of investment options, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). Dan Perry helps clients navigate the complexities of the market and make informed investment decisions.
• Retirement Planning: Whether you're just starting your career or nearing retirement, Dan Perry can provide guidance to help you prepare for the future. This includes strategies for saving, investing, and distributing assets during retirement.
• Estate Planning: Effective estate planning can help protect your assets and ensure that your legacy is carried out according to your wishes. Dan Perry can work with you to develop an estate plan that addresses your specific needs and objectives.
• Insurance Services: Edward Jones offers various insurance products, such as life, health, and long-term care insurance, to help protect you and your loved ones from financial risks.

Location and Access

The Edward Jones office at 4717 Banning Ave is conveniently located in White Bear Lake, a suburban city in Ramsey County, Minnesota. It is situated near the intersection of Banning Ave and I-694, providing easy access from nearby neighborhoods such as Bald Eagle, Birchwood, and Manitou Island. The office is approximately 15 miles northeast of downtown Saint Paul and 20 miles northeast of Minneapolis.

Public Transportation: The office is accessible by public transportation. The Metro Transit bus route 694 serves the area, with a stop near the intersection of Banning Ave and I-694. Additionally, the White Bear Lake station on the Northstar Commuter Rail line is about a 10-minute drive away.

Parking: The office offers plenty of parking space, including designated spots for clients and visitors. The parking lot is well-lit and accessible, with designated spaces for individuals with disabilities.

Featured Characteristics

• Wheelchair Accessibility: The office is designed to be wheelchair accessible, with no barriers to entry. The restrooms are also wheelchair accessible, ensuring that all clients can visit the office with ease.
• Appointments Recommended: To ensure that Dan Perry can provide the best possible service, it is recommended that clients schedule appointments in advance. This allows him to set aside sufficient time to address each client's unique financial situation and goals.
• Community Involvement: Edward Jones is deeply committed to the White Bear Lake community. The office regularly participates in local events and supports various community initiatives, demonstrating a strong sense of civic responsibility.

Practical Information

• Address: 4717 Banning Ave, White Bear Lake, MN 55110
• Phone: 651-429-0522
• Website: edwardjones.com
• Hours of Operation: Monday - Friday, 8:30 AM - 5:00 PM (EST)

Positive Aspects from Reviews

The Edward Jones office in White Bear Lake has received overwhelmingly positive reviews from clients. Many have praised Dan Perry's professionalism, expertise, and commitment to providing personalized service. Some of the positive aspects mentioned in reviews include:

• Personalized Attention: Clients appreciate Dan Perry's ability to listen to their unique financial goals and provide tailored solutions that address their specific needs.
• Expertise and Knowledge: Clients have commended Dan Perry's extensive financial knowledge and his ability to explain complex financial concepts in a clear and understandable manner.
• Responsiveness: Clients have praised Dan Perry's promptness in responding to their inquiries and addressing their concerns, demonstrating a strong commitment to client satisfaction.
• Community Involvement: Clients have expressed appreciation for Edward Jones' active participation in the White Bear Lake community, reflecting the office's commitment to supporting local initiatives.

👍 Reviews of Edward Jones - Financial Advisor: Dan Perry, AAMS™

Jessica S.

5/5

I had the opportunity to work with Diane due to paperwork I needed to file with another EJ location. She made me feel welcomed and was very professional despite me not being a primary client there. Thanks for the help and the wonderful customer service!

Jessica S.

5/5

I had the opportunity to work with Diane due to paperwork I needed to file with another EJ location. She made me feel welcomed and was very professional despite me not being a primary client there. Thanks for the help and the wonderful customer service!

Jessica S.

5/5

I had the opportunity to work with Diane due to paperwork I needed to file with another EJ location. She made me feel welcomed and was very professional despite me not being a primary client there. Thanks for the help and the wonderful customer service!

Jessica S.

5/5

I had the opportunity to work with Diane due to paperwork I needed to file with another EJ location. She made me feel welcomed and was very professional despite me not being a primary client there. Thanks for the help and the wonderful customer service!

Jessica S.

5/5

I had the opportunity to work with Diane due to paperwork I needed to file with another EJ location. She made me feel welcomed and was very professional despite me not being a primary client there. Thanks for the help and the wonderful customer service!