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.
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Edward Jones - Financial Advisor: Annie Funke-Thompson
Annie has always guided me with the best paths to my goal. I recommend her wholeheartedly.
CT
Charles Thayer
Mar 17, 2017
5.0
Annie has been my adviser for several years. She takes a very personalized approach and even though I don't understand much of how her industry works, she doesn't make me feel stupid for asking a lot of questions. Annie is a first class adviser and I would recommend her to anyone looking to plan for the future...
Frequently Asked Questions About Edward Jones - Financial Advisor: Annie Funke-Thompson
What types of financial services does Edward Jones - Financial Advisor: Annie Funke-Thompson offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Annie Funke-Thompson located?
The office is located at 445 E Lake St, Suite 210, Wayzata, MN 55391, USA.
How can I contact Annie Funke-Thompson for financial advising?
You can call the main phone number at +1 763-299-3286 or email annie.funke-thompson@edwardjones.com.
Does Edward Jones - Financial Advisor: Annie Funke-Thompson have an online presence?
Yes, you can visit her profile at https://www.edwardjones.com/us-en/financial-advisor/annie-funke-thompson and follow Edward Jones on Twitter at @EdwardJones.
Are there mobile apps available for Edward Jones clients?
Yes, Edward Jones has mobile apps available for both Android and iOS platforms to manage your investments conveniently.
How can I schedule a consultation with Annie Funke-Thompson?
You can book an appointment through the online contact page at https://www.edwardjones.com/us-en/financial-advisor/annie-funke-thompson/contact/.
What nearby places can I visit around the Edward Jones office in Wayzata?
Nearby you can find Ben & Jerry's for ice cream, Caribou Coffee for a coffee break, and Lake Minnetonka Gray Bay Boat Ramp for lake and park activities.
Are there nearby fitness or wellness centers near Edward Jones - Financial Advisor: Annie Funke-Thompson?
Yes, The Barre studio offering gym, yoga, and pilates classes is located nearby, perfect for a wellness break before or after your financial consultation.
Can I find other financial service providers near Edward Jones in Wayzata?
Yes, there are several nearby financial advisors and firms including Dan Burfeind - Morgan Stanley, Elizabeth Gustafson - RBC Wealth Management, and Shawn Greseth - Morgan Stanley.
What kind of investment specialties does Annie Funke-Thompson focus on?
Her specialties include stocks & bonds, investment management, and personalized financial advisory services to guide your investments.