Daniel Mares, Financial Advisor
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Not-for-profit Organizations
  • Values and Faith Based Investing

About Daniel

As your Edward Jones financial advisor, I believe in investing my time to understand your story and purpose before we start on our journey together. It's important to understand what you're working toward and the level of risk you're comfortable accepting, so we can balance your unique strategy to reach your long-term goals.

Whether you're planning for retirement, saving for your children’s education, or just trying to protect the financial future of the ones you care for the most, we work together to develop specific approaches to help you achieve your goals. We monitor your progress to help make sure you...

Education

  • University of DaytonBachelors

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

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