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: Monica McGauley, CFP®|AAMS®
203 Corporate Drive, Beaver Dam, WI
53916, United States
Hours
Reviews
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- LDLisa DerrFeb 13, 20245.0Monica is always curteou and professional yet clearly also cares very much for every client! Highly recommend her!
- KCKevin CarnineJan 21, 20205.0Monica and staff are great to work with and very thorough in all financial matters. She enjoys working with anyone, in all walks of life, and really tries to devise a plan that is personalized and makes sense for the individual. If you haven't worked with an adviser, or just haven't heard from yours in years, I would contact her and set an appointment to review your case.
Frequently Asked Questions About Edward Jones - Financial Advisor: Monica McGauley, CFP®|AAMS®
What services does Edward Jones - Financial Advisor: Monica McGauley, CFP®|AAMS® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client goals.
What are the business hours for Edward Jones - Financial Advisor: Monica McGauley?
Monday to Friday from 8:30 AM to 5:00 PM. The office is closed on Saturdays and Sundays, but available by appointment on Saturdays.
Where is Edward Jones - Financial Advisor: Monica McGauley located?
The office is located at 203 Corporate Drive, Suite 300, Beaver Dam, WI 53916, United States.
How can I schedule an appointment with Monica McGauley at Edward Jones?
You can schedule an appointment via their contact page at https://www.edwardjones.com/us-en/financial-advisor/monica-mcgauley/contact/ or email monica.mcgauley@edwardjones.com.
What languages are supported at Edward Jones - Financial Advisor: Monica McGauley?
English is the supported language for communication.
What types of investment products are available through Monica McGauley at Edward Jones?
They offer investment in stocks, bonds, funds, and financial advisory management services.
Can I use a mobile app related to Edward Jones for managing my investments?
Yes, Edward Jones offers mobile apps for both Android and iOS devices available on Google Play Store and Apple App Store respectively.
What are some nearby financial services I can visit around Monica McGauley's office?
Nearby financial services include Edward Jones (another branch), Edward Jones - Financial Advisor: Richard B Griep, First Light Financial Advisors - Mike Kapets - Thrivent, Killingsworth & Vessey Financial Partners, and Compeer Financial mortgage brokerage.
Are there any healthcare facilities near Edward Jones - Financial Advisor: Monica McGauley?
Yes, nearby healthcare options include Legacy Medical Services, VA Beaver Dam Clinic, Prairie Ridge Health Clinic, SSM Health Care, and Beltone Hearing Aid Center.
What other local services or amenities can I find near the Edward Jones office?
Nearby you can find services like Remedy Intelligent Staffing, Harvey Lewis Insurance Agency, Barber-Ann's beauty salon, Gopher's Driving Range for recreation, and the YMCA of Dodge County for wellness activities.