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: Mark S Wilkinson, CRPC™
2002 Highway Blvd, Spencer, IA
51301, United States
Hours
Reviews
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- PNPam NelsonJul 4, 20255.0We have been working with Mark for 8+ years and am very satisfied with what he has done with our investments. He stays in touch and lets us know when we need to make changes and why. Mark and his team are readily available and willing to answer any questions you have. We highly recommend Mark and his team if you are looking for a financial advisor.
- JNJodene NelsonMay 5, 20255.0We have worked with Mark & his team for several years. They are very honest and give sound advice.
- TTTamara TheobaldMay 1, 20255.0I have been working with Mark for a number of years now. I have enjoyed my experiences with Mark and his office team. He has let me know on a timely basis when we need to make adjustments to my portfolio and does a good job explaining the changes we make to my portfolio. i would highly recommend using Mark and his team for all your financial planning and needs. Tom Theobald
- SSSeven StarsDec 3, 20235.0Mark explained why my IRA wasn't performing well & so I moved it to Edward Jones. Now the dividends are so much higher! I trust Mark & his team. They have great communication & it gives me peace of mind knowing they are keeping a close eye on my investments.
Frequently Asked Questions About Edward Jones - Financial Advisor: Mark S Wilkinson, CRPC™
What investment services does Edward Jones - Financial Advisor: Mark S Wilkinson 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 typical business hours for Mark S Wilkinson's Edward Jones office?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Sundays. On Saturdays, it operates by appointment only.
How can I make an appointment with Financial Advisor Mark S Wilkinson?
You can make an appointment via the online contact page at https://www.edwardjones.com/us-en/financial-advisor/mark-wilkinson/contact/.
What languages are spoken at Edward Jones - Financial Advisor Mark S Wilkinson's office?
The office services clients in English.
Where is Edward Jones - Financial Advisor: Mark S Wilkinson located?
The office is located at 2002 Highway Blvd, Spencer, IA 51301, United States.
What is the contact phone number for Edward Jones - Financial Advisor Mark S Wilkinson?
You can reach the office by calling +1 712-262-5333.
Are there any nearby hospitals or medical centers near the Edward Jones office?
Nearby medical facilities include Wolfe Eye Clinic, Stephen P. Fox, MD, and Northwest Iowa Surgeons Pc, which might be convenient if you have related appointments.
What nearby dining options can I visit near Edward Jones in Spencer?
You can visit nearby eateries such as Subway, McCreary's Creative Catering, The Dock, A&W Restaurants, and the food truck McCreary's Creative Catering for quick or casual meals before or after your appointment.
Are there entertainment venues near Edward Jones - Financial Advisor in Spencer?
Nearby entertainment options include Spencer Bowl and Liberty Lanes bowling alleys where you can enjoy bowling and arcade games.
Can I find financial or government services near Edward Jones - Financial Advisor: Mark S Wilkinson?
Yes, nearby you will find Community State Bank and the Northwest Iowa Regional Housing Authority offering additional financial and social services.