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: Kevin J Smith, ChFC®|CLU®
301 S Roosevelt Dr, Beaver Dam, WI
53916, United States
Hours
Reviews
5.0
2 reviews
5 stars
2
4 stars0
3 stars0
2 stars0
1 star0
- JHJeff HoffmanJul 2, 20235.0Kevin is great, listens well, takes all the time you need
- KWKeith WendlandtAug 24, 20225.0Always informative and professional
Frequently Asked Questions About Edward Jones - Financial Advisor: Kevin J Smith, ChFC®|CLU®
What are the regular business hours for Edward Jones - Financial Advisor: Kevin J Smith, ChFC®|CLU®?
The office is open Monday through Thursday from 8:30 AM to 4:30 PM and Friday from 8:30 AM to 3:30 PM. It is closed on Sundays and Saturdays, except by appointment on Saturdays.
How can I contact Edward Jones - Financial Advisor: Kevin J Smith?
You can reach them by phone at +1 920-614-6579 or via their email kevin.j.smith@edwardjones.com.
Where is Edward Jones - Financial Advisor: Kevin J Smith located?
They are located at 301 S Roosevelt Dr, Ste B, Beaver Dam, WI 53916, USA.
What investment services does Edward Jones - Financial Advisor Kevin J Smith offer?
Services include personalized retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, investment management, and advisory services.
Can I book an appointment online with Kevin J Smith at Edward Jones?
Yes, you can schedule an appointment using their online contact page at https://www.edwardjones.com/us-en/financial-advisor/kevin-j-smith/contact/
Are there financial service competitors near Edward Jones in Beaver Dam?
Yes, Wells Fargo Advisors is a nearby financial advisor competitor, offering investing and financial advising services.
What nearby places can I visit after meeting with my financial advisor at Edward Jones?
Nearby places include Park Avenue Sports Cafe, a restaurant and bar, and Cousins Subs, a sandwich shop for dining options after your visit.
Are there any nearby healthcare providers close to Edward Jones' office?
Yes, nearby healthcare providers include Dermatology Associates of Wisconsin, Forefront Dermatology, and Beaver Dam Dialysis Center.
What are some nearby financial and banking services near Edward Jones?
Nearby financial services include BMO Harris Bank ATM, Western Union for money transfers, and LibertyX Bitcoin ATM for currency exchange.
Does Edward Jones - Financial Advisor Kevin J Smith offer mobile apps for clients?
Yes, Edward Jones offers mobile apps for both Android and iOS devices, available on Google Play and the Apple App Store.