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: Nic Schaalma
637 W Ridgeview Dr, Appleton, WI
54911, United States
Hours
Reviews
5.0
2 reviews
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- RHRyan HoufekApr 21, 20235.0Nic is a great financial advisor and an even better person. I have used Nic as my financial advisor for 10 years. Nic is very open and honest. I would recommend him to anyone that is seeking any financial guidance.
- JHJill HartzheimOct 16, 20185.0I've been very happy with Nic. He spends the time to know you and your goals. Then he suggests an investment strategy to achieve those goals. Nic and Erica treat me like family and I feel my investments are in good hands. I would not hesitate to recommend their services.
Frequently Asked Questions About Edward Jones - Financial Advisor: Nic Schaalma
What services does Edward Jones - Financial Advisor: Nic Schaalma offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
What are the office hours for Edward Jones - Financial Advisor: Nic Schaalma?
The office is open Monday to Thursday from 8:30 AM to 5:00 PM and Friday from 8:30 AM to 4:30 PM. It is closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Nic Schaalma located?
The office is located at 637 W Ridgeview Dr, Appleton, WI 54911, United States.
How can I contact Edward Jones - Financial Advisor: Nic Schaalma?
You can call them at +1 920-380-0236 or email at nic.schaalma@edwardjones.com.
Does Edward Jones have any online apps for managing investments?
Yes, Edward Jones offers an Android app on Google Play and an iOS app available on the Apple App Store for managing your investments.
How can I book a consultation with Edward Jones - Financial Advisor: Nic Schaalma?
You can schedule a consultation through their online contact page: https://www.edwardjones.com/us-en/financial-advisor/nic-schaalma/contact/.
What languages does Edward Jones - Financial Advisor: Nic Schaalma support?
Services are provided in English.
What financial products does Edward Jones - Financial Advisor: Nic Schaalma specialize in?
They specialize in stocks & bonds, investment management, and advisory services.
Are there any nearby wellness centers or spas near Edward Jones in Appleton?
Yes, nearby wellness and beauty centers include Kaylee Schumacher, Face Foundrié, Polished Nail Lounge, and The Chiropractic Advantage, which you might visit before or after your financial appointment.
What nearby dining options are available near Edward Jones at 637 W Ridgeview Dr?
You can find restaurants such as Little Caesars Pizza, Draft Gastropub, and Wingstop close by to enjoy a meal during your visit to Edward Jones.
Are there any financial institutions near Edward Jones - Financial Advisor: Nic Schaalma in Appleton?
Yes, nearby financial institutions include Central Alliance Credit Union, Kim Central Credit Union, and CoVantage Credit Union which can complement your financial planning needs.