Edward Jones - Financial Advisor: Dana L Wozniak, CFP®|CEPA® - Westminster, Colorado

Address: 3640 W 112th Ave, Westminster, CO 80031, United States.
Phone: 3034601357.
Website: edwardjones.com
Specialties: Financial Advisor, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 1/5.

📌 Location of Edward Jones - Financial Advisor: Dana L Wozniak, CFP®|CEPA®

Edward Jones - Financial Advisor: Dana L Wozniak, CFP®|CEPA® 3640 W 112th Ave, Westminster, CO 80031, United States

⏰ Open Hours of Edward Jones - Financial Advisor: Dana L Wozniak, CFP®|CEPA®

  • Monday: 8:30 am–4:30 pm
  • Tuesday: 8:30 am–4:30 pm
  • Wednesday: 8:30 am–4:30 pm
  • Thursday: 8:30 am–4:30 pm
  • Friday: 8:30 am–4:30 pm
  • Saturday: Closed
  • Sunday: Closed

Profile of Edward Jones - Financial Advisor: Dana L Wozniak, CFP®|CEPA®

Dana L Wozniak, CFP®|CEPA®, operating under the esteemed banner of Edward Jones, stands as a distinguished financial advisor located at 3640 W 112th Ave, Westminster, CO 80031, United States. For those seeking personalized financial guidance, Dana's expertise is readily accessible, served with a phone number 303-460-1357 that promises direct communication with her office.

Her professional services span a broad spectrum, including Financial Advisor, Finance broker, Investment service, and Stock broker. These specialties highlight Dana's comprehensive approach to managing clients' financial futures, from day-to-day investment decisions to long-term wealth strategies.

For physical visits or appointments, Edward Jones Dana L Wozniak ensures accessibility with facilities that include a wheelchair-accessible car park and a wheelchair-accessible toilet. This attention to detail underscores her commitment to serving all clients comfortably and conveniently.

While Dana has garnered some reviews on Google My Business, the company holds an average opinion score of 1 out of 5. This figure suggests potential areas for improvement in service quality or client satisfaction. However, it's crucial for prospective clients to consider reaching out directly to gain insights tailored to their specific financial needs.

For those interested in scheduling an appointment or simply seeking more information, visiting edwardjones.com is highly recommended. Here, potential clients can find detailed profiles, services offered, and the unique approach each advisor brings to their financial planning.

👍 Reviews of Edward Jones - Financial Advisor: Dana L Wozniak, CFP®|CEPA®

Edward Jones - Financial Advisor: Dana L Wozniak, CFP®|CEPA® - Westminster, Colorado
cj S.
1/5

Unable to answer simple investment questions without becoming defensive and patronizing. Imo you should feel comfortable asking a financial planner who is handling your money questions - other advisors I’ve worked with don’t have an issue explaining things.
Next - I was told they were selling off my investment without warning, or being given another option. Maybe my 5 figure investment wasn’t enough. Either way, my experience was poor customer service.

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