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: Jaime S Phillips
2920 N Ballard Rd, Appleton, WI
54911, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Jaime S Phillips
What services does Edward Jones - Financial Advisor: Jaime S Phillips offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies with face-to-face consultations.
What are the business hours for Edward Jones - Financial Advisor: Jaime S Phillips?
The office is open Monday to Thursday from 8:00 AM to 5:00 PM and Friday from 8:00 AM to 3:00 PM; it is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Jaime S Phillips?
You can call at +1 920-731-1799 or email jaime.phillips@edwardjones.com.
Where is Edward Jones - Financial Advisor: Jaime S Phillips located?
They are located at 2920 N Ballard Rd, Suite C, Appleton, WI 54911, USA.
Is there a way to schedule an appointment with Jaime S Phillips online?
Yes, appointments can be scheduled through their contact page: https://www.edwardjones.com/us-en/financial-advisor/jaime-phillips/contact/.
What languages are supported at Edward Jones - Financial Advisor: Jaime S Phillips?
Services are provided in English.
Are there any nearby financial advisors to Edward Jones - Financial Advisor: Jaime S Phillips?
Yes, Edward Jones - Financial Advisor: Cory R Nickel and Jim Weber Primerica Financial Services are nearby options for financial advising.
What are some dining options near Edward Jones - Financial Advisor: Jaime S Phillips?
Nearby dining includes GingeRootz Asian Grille featuring sushi and Asian cuisine, and The Hideout Bar, known for karaoke and sports bar atmosphere.
Are there convenience stores or gas stations near Edward Jones - Financial Advisor: Jaime S Phillips?
Yes, Express Convenience Center and MotoMart Convenience Stores are nearby, providing gas and other convenience store services.
What tools does Edward Jones provide to help clients with retirement planning?
They offer a Retirement Savings Calculator accessible online to help clients prepare and plan for retirement.