Edward Jones - Financial Advisor: Dan Vance - Lexington, Virginia

Edward Jones - Financial Advisor: Dan Vance

Overview: Located at
22 W Washington St, Lexington, VA 24450, Dan Vance of Edward Jones has established himself as a trusted financial advisor, offering a wide array of services including financial consulting, finance brokering, investment services, and stock brokering. With an impressive average opinion of 5/5 based on 2 reviews on Google My Business, Dan Vance has garnered a stellar reputation for his quality of service and personalized approach to financial planning.

Location and Contact Information:

Address:
22 W Washington St,
Lexington, VA 24450

Phone: 04631999
Website: edwardjones.com
This financial advisor's office is designed with accessibility in mind, featuring a wheelchair accessible entrance, parking lot, and restrooms, ensuring that all clients, including those with mobility needs, can comfortably conduct their business.

Specialties and Services:

Financial Consultant: Dan Vance excels in providing comprehensive financial consultation services tailored to individual needs.
Finance Broker: As a finance broker, he connects clients with the best financial products and investment opportunities available in the market.
Investment Service: Offering a range of investment services, Dan helps clients grow their wealth through strategic investment planning.
Stock Broker: For those looking to invest in stocks, Dan provides expert advice on buying, selling, and managing stocks to achieve maximum returns.

Key Features and Recommendations:

Appointments Recommended: Given the personalized nature of his services, it's advisable to schedule appointments in advance. This ensures that clients can discuss their financial goals in detail with Dan Vance and receive the attention they deserve.
Easy Accessibility: The office's commitment to accessibility is commendable. Clients with disabilities can easily navigate the facility, making it a welcoming space for everyone.
Exceptional Customer Service: The reviews highlight Dan's outstanding service and friendly demeanor. He is known for understanding clients' positions and goals, and adapting his approach accordingly, whether clients prefer a hands-on or hands-off strategy.
This combination of expertise and client-centric service has contributed to his high rating and long-standing reputation.

Client Opinions:

Exceptional Service Over Two Decades: One review praises Dan Vance for providing outstanding service for over 20 years, delivering investment advice with a touch of humor. This indicates not just professional competence but also a personable approach that makes clients feel valued and understood.
Personalized Approach: Another client appreciates the straightforward nature of Dan, noting his ability to understand individual situations and goals, and working closely (or less so) as desired. This level of personalization is crucial in financial advising, where client needs can vary widely.

Additional Points of Interest:

Accessibility Features: In addition to wheelchair accessibility, the office caters to clients' needs with a designated parking lot and restrooms, ensuring a comfortable experience for all visitors.
Quality of Service: The average opinion of 5/5 reflects the high quality of service clients receive. This consistent satisfaction is a testament to Dan Vance's proficiency and dedication to his clients' financial well-being.

Summary: Dan Vance at Edward Jones in Lexington, VA, stands out as a highly recommended financial advisor, known for his exceptional service, personalized approach, and comprehensive financial services. His office's commitment to accessibility, coupled with his expert advice and client-focused methodology, has earned him a perfect average opinion rating among those who have had the pleasure of working with him.

Keywords:
Financial Advisor, Dan Vance, Edward Jones, Lexington VA, Investment Services, Retirement Planning, Client-Centric, Accessibility, Exceptional Service, Stock Broker, Finance Broker.
Word Count: 452
Quality Score: 8
Has HTML Tags: true
Language Used: English

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👍 Reviews of Edward Jones - Financial Advisor: Dan Vance

Ab H.

5/5

The Edward Jones office of Dan Vance has provided me with outstanding service for over 20 years. Dan Vance always gives excellent investment advice delivered with a sense of humor. The office staff is always very friendly and helpful. I highly recommend The Edward Jones office of Dan Vance to anyone looking for quality brokerage and retirement services.

James S.

5/5

Very straightforward guy. Understands my position and goals, and is as involved or hands-off as I indicate I'd like him to be. Very easy to work with.