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: Whitney Messerschmitt, CFP®
Frequently Asked Questions About Edward Jones - Financial Advisor: Whitney Messerschmitt, CFP®
What types of financial services does Edward Jones - Financial Advisor: Whitney Messerschmitt offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored through face-to-face consultations.
How can I contact Whitney Messerschmitt for financial advice?
You can contact Whitney Messerschmitt at Edward Jones by phone at +1 515-462-4426 or email at whitney.messerschmitt@edwardjones.com.
Where is Edward Jones - Financial Advisor: Whitney Messerschmitt located?
The office is located at 119 W Court Ave, Winterset, IA 50273, United States.
Is there an easy way to schedule an appointment with Whitney Messerschmitt online?
Yes, you can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/whitney-messerschmitt/contact/.
Does Edward Jones - Whitney Messerschmitt offer mobile apps for managing investments?
Yes, Edward Jones offers mobile apps available on both Android and iOS for managing your investments conveniently.
What languages does Whitney Messerschmitt speak?
Whitney Messerschmitt provides services in English.
What financial products does Whitney Messerschmitt specialize in?
The specialties include Stocks & Bonds, Investment Managers, and Financial Advisors services.
What nearby places of interest can I visit around Edward Jones at 119 W Court Ave?
Nearby you can visit Vintage Iron Shed for antiques and unique consignments, Brick Road Books for a great selection of print media, and Easton's Bistro for dining and drinks.
Are there health and wellness places near Edward Jones to visit before or after my appointment?
Yes, you can visit Green Thumbs Massage or Luxe Salon nearby for spa and beauty treatments to relax before or after your consultation.
What insurance agencies are located near Edward Jones - Whitney Messerschmitt?
Nearby insurance agencies include Farm Bureau Financial Services: Randy Lee, Tom Brown - State Farm Insurance Agent, and Ryan Rasmussen, Agent at Farm Bureau Financial Services.