Edward Jones - Financial Advisor: Dan Roberts, AAMS®

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones, led by Financial Advisor Dan Roberts IV, is a distinguished financial services establishment situated in the heart of New Bern, NC. Specializing in assisting individuals, families, and small businesses in achieving their financial aspirations, this firm is a beacon of personalized guidance and customized solutions in the realm of investment management, retirement planning, estate planning, and educational savings initiatives. With a widespread presence and a team of dedicated financial advisors, Edward Jones stands out for fostering enduring relationships with clients, offering comprehensive consultations and unwavering support to navigate the complexities of financial preparation for the various stages of life. At Edward Jones - Financial Advisor: Dan Roberts IV, the emphasis is on tailored care and bespoke strategies that cater to the unique needs of each investor, eschewing a one-size-fits-all approach in favor of thoughtful, individualized planning experiences. By prioritizing personalized attention and shunning cookie-cutter solutions, this establishment ensures that a diverse range of clients can access expert financial advice that aligns with their distinct goals and aspirations. In a landscape often dominated by transactional interactions, Edward Jones sets itself apart by championing a holistic approach that empowers clients to make informed decisions and secure their financial future with confidence. Generated using this brand's available information