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: Karley Wardlow, CFP®|ChFC®
W5669 County Road Kk, Appleton, WI
54915, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Karley Wardlow, CFP®|ChFC®
What types of financial services does Edward Jones - Financial Advisor: Karley Wardlow offer?
They offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, investment management, and financial advisory services.
How can I schedule an appointment with Karley Wardlow at Edward Jones?
You can schedule an appointment online via the contact page at https://www.edwardjones.com/us-en/financial-advisor/karley-wardlow/contact/ or call their main phone at +1 920-722-5408.
Where is Edward Jones - Financial Advisor: Karley Wardlow located?
The office is located at W5669 County Road Kk, Suite H, Appleton, WI 54915, USA.
Does Edward Jones - Financial Advisor: Karley Wardlow offer consultations in person?
Yes, they provide face-to-face consultations to ensure clients receive tailored financial advice.
What languages are spoken at Edward Jones - Financial Advisor: Karley Wardlow's office?
English is the primary language spoken at this office.
Can I use a mobile app to manage my investments with Edward Jones?
Yes, Edward Jones offers mobile apps available for Android and iOS to help manage your investments conveniently.
What nearby hair salons can clients visit before or after their appointment at Edward Jones?
Clients can visit nearby salons such as Olive & Ivy Hair Co., Hair by Jessica at The Hair Lounge, and Sollazzo Salon, all located close to the Edward Jones office.
Are there any dining options near Edward Jones - Financial Advisor: Karley Wardlow?
Yes, nearby dining options include Mohnen's Family Restaurant, Chipotle Mexican Grill, The Darboy Club, and Mr Brews Taphouse, perfect for a meal before or after your visit.
Where can I find financial or real estate services near Edward Jones?
Nearby financial and real estate services include Ellie Tribby RPM Homes Realty for real estate needs, Duell Financial Strategies for financial advising, and Prospera Credit Union Darboy for banking services.
What is the best way to contact Edward Jones - Financial Advisor: Karley Wardlow via email?
You can reach Karley Wardlow by email at karley.wardlow@edwardjones.com.