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Edward Jones - Financial Advisor: Daniel Kirk, CFP®|AAMS®

5.0

About this business

Location details

970 Reserve Dr Suite 150, Roseville, CA 95678, Roseville, CA, 95678, United States

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WeekdayScheduleStatus
Mon9:00 a.m. to 6:00 p.m.
Tue9:00 a.m. to 6:00 p.m.
Wed9:00 a.m. to 6:00 p.m.
Thu9:00 a.m. to 6:00 p.m.
Fri9:00 a.m. to 6:00 p.m.
SatClosed
SunClosed
5.05 reviews
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Derek Samples's profile image
Derek Samples 
4 years ago

I found Daniel Kirk in an online search in September 2020. After a couple interviews we decided to move our investments over to Edward Jones working with Dan. A year and a half later we are so glad that we did! I have wanted to post a review for Dan for some time now, especially since this is the very place that we found him. His positive reviews are what originally intrigued us. He’s helped us check off many of our “to-do’s” from life insurance and establishing a family trust. He’s always had our interest ahead of his own, ... read more

Billie Kirk's profile image
Billie Kirk 
6 years ago

Danny is very easy to work with and always available with any questions I have! He helped me through the process and explained everything in detail! I would highly recommend him to help you with any financial questions and needs you have!! 

A Walters's profile image
A Walters 
6 years ago

First and foremost, Dan Kirk LISTENS. And second, he gives answers a "non-investor" can understand in terms of risk, investment strategy and longterm goals. I'm very comfortable talking to/with him and he is in communication with me any time there's anything he feels will affect my investments. 

Kymla Birchette's profile image
Kymla Birchette 
6 years ago

Dan made moving my 401k and my pension over to EJA so easy! He calls me when changes come up so we can discuss my accounts. I appreciate and respect the advice he gives - I have recommended him to people in my network. All have been impressed. 

Lindsey Noyes's profile image
Lindsey Noyes 
6 years ago

When first moving my retirement and Roth account to Daniel at Edwards Jones, we had many extensive talks about my expectations, hopes and needs for my future and investing. He is very open to explaining further anything you don’t understand and always listens to your ideas on potential investments. He makes sure he does his research and tries to find the right moments to make investment moves. It feels good to finally have my financial future in good hands! 

Frequently asked questions about Edward Jones - Financial Advisor: Daniel Kirk, CFP®|AAMS®

How is Edward Jones - Financial Advisor: Daniel Kirk, CFP®|AAMS® rated?

Edward Jones - Financial Advisor: Daniel Kirk, CFP®|AAMS® has a 5 star rating with 5 reviews. 

When is Edward Jones - Financial Advisor: Daniel Kirk, CFP®|AAMS® open?

Edward Jones - Financial Advisor: Daniel Kirk, CFP®|AAMS® is closed now. It will open at 9:00 a.m. 

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