Edward Jones - Financial Advisor: Dan Schubert, CFP®|AAMS™ - Florissant, Missouri

Address: 1120 Graham Rd suite b, Florissant, MO 63031.
Phone: 48317222.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 8 reviews on Google My Business.
Average opinion: 4.5/5.

📌 Location of Edward Jones - Financial Advisor: Dan Schubert, CFP®|AAMS™

☎️48317222

Edward Jones - Financial Advisor: Dan Schubert, CFP®|AAMS™, is a seasoned professional located at 1120 Graham Rd suite b, Florissant, MO 63031. His phone number is 48317222 and his website can be found at edwardjones.com. He specializes in providing expert financial consulting, brokerage services, investments, and stock brokerage, amongst other specialized services.

Other points of interest at Edward Jones include wheelchair accessible parking and restrooms, and it is recommended to schedule an appointment in advance. The opinions of those who have experienced services at this location reflect a high level of satisfaction, with an average rating of 4.5/5 based on 8 reviews on Google My Business.

Edward Jones - Financial Advisor: Dan Schubert, CFP®|AAMS™, is well-respected in the industry and is committed to providing tailored financial solutions to each client, ensuring they can achieve their financial goals.

Characteristics and Features:

Financial consultant
Finance broker
Investment service
Stock broker
Wheelchair accessible parking
Wheelchair accessible restroom
Restroom
Appointments recommended

Location and Contact Information:

Address: 1120 Graham Rd suite b, Florissant, MO 63031
Phone: 48317222
Website: edwardjones.com

For those seeking a comprehensive and personalized financial planning experience, it is highly recommended to contact Edward Jones - Financial Advisor: Dan Schubert, CFP®|AAMS™. Visit his website or call the provided number to schedule an appointment today and take the first step towards achieving your financial goals.

👍 Reviews of Edward Jones - Financial Advisor: Dan Schubert, CFP®|AAMS™

Edward Jones - Financial Advisor: Dan Schubert, CFP®|AAMS™ - Florissant, Missouri

Femi O.

1/5

I wanted to transfer my money from one Advisor to another within the Edward Jones group. So, I went online to find an Advisor.

Dan stood out for me in many ways: his office on Graham road is a 3-minute drive from my house. He's been with Edward Jones for over a decade, he has an impressive academic credentials, (EdD) and he has all 5 stars reviews rating.

After researching and deciding on Dan, I called the Edward Jones corporate office to inquire about the process of migrating my retirement money to Dan's office.

After reviewing my account, the person on the phone suggested that I should contact Dan to make sure he was still accepting new clients.

I dialed Dan number and asked if he was taking new client, and he answered Yes.

After that, to my surprise, he remained silents for a few seconds and thereafter switched the phone to on-hold music.

He probably figured out that I wasn't the kind of new client he was interested in accepting- after listening to my voice print.

I was on hold, involuntarily, with misic playing, for a while, then I hanged up and dialed his number back; and as expected, he didn't answer.

What surprised me was, despite the 5 stars reviews others gave him, his experiences at Edward Jones and his advanced degree, why did he act the way and manners he did towards me?

I have been investing my money with Edward Jones for 17 years. I have been focused, steady, and consistent. It's a company I hold in high esteem.

I just feel like sharing my experiences.

Brody A.

5/5

Need a financial advisor? Look no further than Dan Schubert! He is professional, knowledgeable, and truly cares about his clients.

John K.

5/5

Dan is a knowledgeable and skilled professional with a good understanding of the options available to help you meet your financial goals.

Dan L.

5/5

Extremely knowledgeable. He has doctorate in math, so he's great with #s and personable too.

B

5/5

Dan has helped us with our personal savings and employee 401k benefits. Thanks dan

Donna C.

5/5

Great person to work with.

Rene' B.

5/5

Daniel S.

5/5