Brian G Dale

Brian G Dale

AAMS®
4265 Okemos Road Suite D Okemos, MI 48864 call Brian G Dale at (517) 349-4681
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Father, husband, financial advisor, Rotarian, bad golfer and tabletop gaming judge.

I moved to Michigan in 1997, started a family in 2000 and started working at Edward Jones in 2004. Since then, I have been working in the Mid-Michigan communities, helping families in any way that I can. Sometimes that is in a professional capacity at Edward Jones and sometimes it's participating in local groups like Haslett Band Boosters, the McLaren Greater Lansing Foundation or the Haslett-Okemos Rotary.

I focus on helping families make good long-term investment decisions and helping people not only understand what their choices are, but how those financial decisions will affect them and the ones they love.

Edward Jones and I will be there for you when you need us. All I ask is for your commitment to work together while we establish and review your savings goals.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning

My Personal Interests

  • Board Games
  • Golfing
  • Chess
  • Movies & Entertainment
  • Technology

Office Information

Office Address

4265 Okemos Road Suite D Okemos, MI 48864

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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