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

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

When searching for financial guidance, Daniel Kirk, a highly respected Financial Advisor at Edward Jones, stands out with his exceptional expertise. Located at 970 Reserve Dr Suite 150, Roseville, CA 95678, United States, Daniel Kirk is ready to address your financial needs with professionalism and care. You can reach him directly at 916-218-6044.

For those interested in exploring financial consulting, finance brokerage, investment services, and stock brokerage, Daniel Kirk at Edward Jones offers a comprehensive suite of financial solutions tailored to meet individual and family goals. His specialties align perfectly with the diverse needs of clients seeking reliable and informed financial advice.

Accessibility is a key feature of this location, with wheelchair-accessible car park, entrance, and toilet ensuring a comfortable experience for everyone. This attention to detail reflects Edward Jones' commitment to serving all clients with respect and consideration.

Clients have left glowing reviews on Google My Business, with a average opinion score of 5/5 out of five reviews. This high rating is a testament to the quality of service provided by Daniel Kirk and his team at Edward Jones.

If you're looking for a trusted advisor who can help navigate the complex world of finance, it's crucial to consider Edward Jones and Daniel Kirk. Their website, edwardjones.com, provides detailed insights into their services and how they can benefit you.

For potential clients, it's recommended to make appointments in advance to ensure personalized attention. Given the average opinion of 5/5, it's clear that clients find great value in Daniel Kirk's services. To take advantage of this expertise, visit their website and start your journey towards financial security today.

👍 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!!