Edward Jones - Financial Advisor: Daniel Bosarge - Rome, Georgia
Address: 200 E 11th St SE, Rome, GA 30161, United States.
Phone: 7065847589.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 20 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Edward Jones - Financial Advisor: Daniel Bosarge
⏰ Open Hours of Edward Jones - Financial Advisor: Daniel Bosarge
- Monday: 8 am–5:30 pm
- Tuesday: 8 am–5:30 pm
- Wednesday: 8 am–5:30 pm
- Thursday: 8 am–5:30 pm
- Friday: 8 am–5:30 pm
- Saturday: 10 am–2 pm
- Sunday: Closed
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Introduction to Edward Jones â Daniel Bosarge
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For individuals and families seeking comprehensive and personalized financial guidance, Edward Jones â Daniel Bosarge offers a dedicated and experienced approach to wealth management. Located in Rome, Georgia, at 200 E 11th St SE, Daniel Bosarge is a Financial Consultant committed to building long-term relationships based on trust and understanding. He operates as a Finance Broker, providing a wide range of services encompassing Investment Services and Stock Brokerage expertise. His firm prioritizes a client-centric philosophy, ensuring each individualâs unique circumstances and goals are at the heart of every financial plan.
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Daniel Bosargeâs Expertise and Services
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Daniel Bosargeâs role at Edward Jones extends beyond simply executing trades. He specializes in developing customized financial strategies tailored to meet specific needs. These strategies typically encompass retirement planning, education savings, estate planning, and investment management. He takes the time to thoroughly analyze a clientâs current financial situation, risk tolerance, and long-term objectives. This detailed understanding allows him to recommend suitable investment options â including stocks, bonds, mutual funds, and other securities â designed to help clients achieve their financial aspirations. Furthermore, he provides ongoing support and regular portfolio reviews to ensure the plans remain aligned with evolving circumstances.
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Location and Accessibility
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The office of Edward Jones â Daniel Bosarge is conveniently situated at 200 E 11th St SE, Rome, GA 30161. Accessibility is a key consideration, and the location offers several features to accommodate clients with mobility challenges. These include a Wheelchair-Accessible Car Park, a Wheelchair-Accessible Entrance, and a Wheelchair-Accessible Toilet. Beyond physical accessibility, the firm recognizes the importance of convenient scheduling and offers Appointments Recommended, encouraging clients to plan their consultations in advance. The environment is designed to foster a comfortable and productive meeting space.
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Client Feedback and Reputation
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The positive feedback surrounding Daniel Bosarge and Edward Jones in Rome speaks volumes about their commitment to client satisfaction. The company boasts 20 reviews on Google My Business, all of which maintain an impressive Average Opinion of 5/5. These reviews consistently highlight Danielâs trustworthiness, proactive communication, and dedication to his clientsâ financial well-being. Many clients express a profound sense of confidence in his advice, describing him as a 'good friendâ and a âthoughtful advisor.â One particularly poignant comment reflects the deep reliance clients place on his guidance: âWe have recently moved to a different state, but we would NEVER trust anyone else with our finances.â This sentiment underscores the level of trust and rapport that Daniel cultivates with his clients. The consistent positive feedback suggests a dedication to not just providing financial services, but to fostering genuine relationships built on transparency and mutual respect.
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Key Features and Benefits
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- Personalized Financial Planning: Tailored strategies based on individual goals and circumstances.
- Comprehensive Investment Services: A wide range of investment options to suit various risk tolerances.
- Long-Term Relationship Focus: Building trust and providing ongoing support.
- Local Expertise: Understanding the unique financial landscape of Rome, Georgia.
- Accessible Location: Conveniently located with accessibility features for all clients.
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Contact Information
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To schedule an appointment or to learn more about the services offered by Edward Jones â Daniel Bosarge, please contact them at:
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Phone: 7065847589
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Website: edwardjones.com
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Address: 200 E 11th St SE, Rome, GA 30161, United States.
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"summary": "Edward Jones â Daniel Bosarge offers personalized financial consulting and investment services in Rome, Georgia, built on trust and long-term relationships, consistently receiving outstanding client feedback.",
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👍 Reviews of Edward Jones - Financial Advisor: Daniel Bosarge
