Edward Jones - Financial Advisor: Dan Coleman

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About

Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.

Story

I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 12,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized strategies to help you reach them. My branch office administrator, Dawn Ferris, and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com for more information.

Address: 6860 Stadium Dr #102, Kalamazoo, MI 49009, USA

Phone: (269) 375-4199

Website

[email protected]

State: Michigan

County: Kalamazoo County

Zip Code: 49009

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Reviews

Extremely extremely helpful throughout all my random financial needs. 

I was audited by the IRS two years strait because I failed to report some financial figures from Edward Jones. I was very confused and stressed out about the whole mishap, but when I went to Edward Jones to sort it all out I was greeted with a smile by the friendly and knowledgeable secretary and was given each and every file needed to sort out the whole snafu. Several separate times I needed access to my finances for emergencies, trips, and school and every time I requested the money it was sent either that day or the next day quickly and promptly no nonsense. It's a very small staff there, two people, but apparently that is all you need to make a very satisfied customer. I have since moved to another state and even with no funds in my account Dan helped me out by sending my tax guy all the proper forms to avoid an audit again. Thanks for everything! I'll miss being a customer here. 

 12 years ago (25-02-2014)

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