Business Details
About
Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Chris Brokaw, AAMS®
216 N Main St, Monticello, IA
52310, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Chris Brokaw, AAMS®
What personalized investment services does Edward Jones - Financial Advisor: Chris Brokaw, AAMS® offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the regular business hours for Edward Jones - Financial Advisor: Chris Brokaw, AAMS®?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and is closed on Sundays. Saturdays are by appointment only.
Where is Edward Jones - Financial Advisor: Chris Brokaw, AAMS® located?
The office is located at 216 N Main St, Suite 2, Monticello, IA 52310, United States.
How can I make an appointment or contact Chris Brokaw at Edward Jones?
You can make an appointment or contact Chris Brokaw by visiting the provided reservation URL or emailing chris.brokaw@edwardjones.com. The local phone number is +1 319-465-1100.
Does Edward Jones - Financial Advisor: Chris Brokaw, AAMS® provide consultations in person?
Yes, Edward Jones offers face-to-face consultations to ensure clients receive tailored financial advice.
Which competitors offer similar financial advisory services to Edward Jones in Monticello?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.
Are there any nearby medical services relative to Edward Jones - Financial Advisor: Chris Brokaw?
Yes, nearby medical services include Family Chiropractic and Richard J. Wolken DDS PC dental office, which can be convenient if you need health-related appointments near your financial advisor.
What nearby places can clients visit before or after their appointment at Edward Jones in Monticello?
Clients might enjoy visiting Riverside Gardens park for a relaxing walk or dining at nearby restaurants such as La Hacienda or Whiskey Bar and Club.
What fitness or recreational facilities are close to Edward Jones - Financial Advisor?
Nearby fitness options include The Edge Fitness Center gym and Blue Inn Campground, useful for clients who want to combine wellness activities with their financial visit.
Are there any nearby pharmacies or grocery stores around Edward Jones for convenience?
Yes, nearby convenience includes Dollar Fresh Market grocery store and pharmacies like Long Drug and Hartig Drug.