Edward Jones - Financial Advisor: Katie A Helmstadter, CFP®|ABFP®|AAMS®|CRPC™|CRPS™
4.45 reviews
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: Katie A Helmstadter, CFP®|ABFP®|AAMS®|CRPC™|CRPS™
217 Hwy 64, Antigo, WI
54409, United States
Hours
Reviews
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- AAAlan ArnoldMar 8, 20212.0Will be taking my investments elsewhere since Katie at Edward Jones transfered me to a different advisor in another state.
- SMSarah MasonSep 4, 20205.0Extremely knowledgeable financial advisor. She will make sure you're prepared for anything that comes in life. She won't sugar-coat anything and will be upfront, honest and will fight for you. Highly recommended.
- JHjojo HelmOct 26, 20185.0Katie is very friendly and explains all the information you need to make your decision on your future planning.
- JWJess WengelerOct 26, 20185.0Katie is very knowledgeable and presents information in a way you will understand!
Frequently Asked Questions About Edward Jones - Financial Advisor: Katie A Helmstadter, CFP®|ABFP®|AAMS®|CRPC™|CRPS™
What services does Edward Jones - Financial Advisor: Katie A Helmstadter offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Katie A Helmstadter located?
The office is located at 217 Hwy 64, Antigo, WI 54409, United States.
What are the business hours for Edward Jones - Financial Advisor: Katie A Helmstadter?
The office is open Monday through Friday from 8:00 AM to 4:30 PM and is closed on Sundays. Saturdays are available by appointment only.
How can I contact Katie A Helmstadter's office at Edward Jones?
You can contact them by phone at +1 715-623-7584 or via email at katie.helmstadter@edwardjones.com.
Is it possible to schedule a consultation with Katie A Helmstadter online?
Yes, appointments can be scheduled online through their contact page: https://www.edwardjones.com/us-en/financial-advisor/katie-helmstadter/contact/
What languages are spoken at Edward Jones - Financial Advisor: Katie A Helmstadter?
Services are offered in English.
What nearby places can I visit around Edward Jones - Financial Advisor: Katie A Helmstadter?
Nearby places include Security Finance for financial services, Fantastic Sams Cut and Color for hair and beauty, and O'Reilly Auto Parts for automotive needs. These locations offer convenient access to various services before or after your visit.
Are there any nearby automotive service options to Edward Jones' location?
Yes, several nearby automotive-related places such as Volks Auto LLC - Service & Repair, Advance Auto Parts, and 199ride Antigo Auto provide repair, parts, and used car services.
What nearby retail and thrift stores can I explore near Edward Jones?
Nearby retail options include Antigo Goodwill Retail Store & Training Center, Goodwill Retail Store, and Walmart Antigo, which offer shopping and community services.
Are there convenient shipping or financial service locations near Edward Jones - Financial Advisor?
Yes, nearby options include a UPS Access Point location for courier services, Western Union for money transfers, and Jackson Hewitt Tax Service for tax-related assistance.