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Edward Jones - Financial Advisor: David Serrano

4.8

About this business

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. 

Location details

939 W North Ave Ste 720, Ste 720, Chicago, IL, 60642, United States

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WeekdayScheduleStatus
Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
4.816 reviews
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Lacey's profile image
Lacey 
on Google
4 years ago

Dave has advised me for the past 7 years and I am truly grateful for his expertise and knowledge. I can already see the cumulative interest and growth in my accounts, and I'm positive that I'll be able to reach my desired retirement by age 45 because of the way Dave has guided me in my best interests. He is also considerate of my risk tolerance levels, and I like that he is available whenever I need him. The quarterly reviews are important to me and it helps me to know I'm staying on track. 

Derrick Mui's profile image
Derrick Mui 
on Google
4 years ago

David is my money expert. He knows what he's doing and it's always great speaking with him. 

Joe Cavanaugh's profile image
Joe Cavanaugh 
on Google
4 years ago

David does a great job as a financial advisor. He's very knowledgeable, but also very good at explaining things to people not well versed in finance. I would definitely recommend him to anyone looking to work with a financial advisor. 

Randy McPherson's profile image
Randy McPherson 
on Google
4 years ago

Working with David has been great since he took over my account and this location. He's always made himself readily available for the (many) questions I have around the services I use here, as well as being really straightforward with the pro's & con's of said services. We also made a pretty decent return (nearly 90%) on a couple of investments he brought to our attention towards the beginning of the pandemic which has been great too. He doesn't bug us about things either (or feel like he's always pushing products we don't c... read more

Joseph Cavanaugh's profile image
Joseph Cavanaugh 
on Google
4 years ago

David does a great job as a financial advisor. He's very knowledgeable, but also very good at explaining things to people not well versed in finance. I would definitely recommend him to anyone looking to work with a financial advisor. 

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Frequently asked questions about Edward Jones - Financial Advisor: David Serrano

How is Edward Jones - Financial Advisor: David Serrano rated?

Edward Jones - Financial Advisor: David Serrano has a 4.8 star rating with 16 reviews. 

When is Edward Jones - Financial Advisor: David Serrano open?

Edward Jones - Financial Advisor: David Serrano is open now. It will close at 5:00 p.m.  

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