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portrait of Daniel Burris
FINANCIAL ADVISOR

Daniel Burris

AAMS™
170 W Main St, Cedaredge, CO 81413opens in a new window
CallSend Me a Message

About Daniel

We partner with individuals and organizations to create personalized strategies to grow and transfer wealth, based on client goals. We believe this is accomplished beginning with relationships built on trust and transparency, and sustained through the established processes of our office and Edward Jones.

Our office specializes in wealth management, tax considerations, estate planning, legacy and wealth transfer, retirement planning, charitable trusts, 501(c)(3), asset allocation and portfolio construction, and establishing personalized investment policies for every individual in order to achieve that which is most important to them.

I am a husband, father of three sons, musician, servant and blessed in business and...

Focus Areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Portfolio Reviews
  • Wealth Strategies

Work History

  • Edward JonesMarch 2018 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Team Members

  • Jennifer Hocker
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(970) 856-8700

Fax

(877) 399-4576

Office Address

170 W Main St
Cedaredge, CO 81413opens in a new window

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