Edward Jones - Financial Advisor: Nick Schubert, CFP®|ChFC®|AAMS®|CRPC™
5.01 review
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: Nick Schubert, CFP®|ChFC®|AAMS®|CRPC™
201 Gateway Drive, Beaver Dam, WI
53916, United States
Hours
Reviews
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- CLChris LiskeJan 31, 20195.0Nick has been our Financial Advisor for the last 2-years and has exceeded all of our expectations. He works hard to understand your current situation, financial goals, and future family plans in order to put forth recommendations that will help your family achieve both short-term and long-term goals. He is more than a financial advisor but also a certified financial planner, which we find extremely valuable. We have been very impressed with the level of engagement and care he takes with our family. We have worked with others but no one quite like Nick. We're happy to have found him and recommend him to anyone else looking for sound advice on financial planning and investments.
Frequently Asked Questions About Edward Jones - Financial Advisor: Nick Schubert, CFP®|ChFC®|AAMS®|CRPC™
What services does Edward Jones - Financial Advisor: Nick Schubert provide?
The firm offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies.
Where is Edward Jones - Financial Advisor: Nick Schubert located?
The office is at 201 Gateway Drive, Suite 400, Beaver Dam, WI 53916, USA.
What are the office hours for Edward Jones - Financial Advisor: Nick Schubert?
The office is open Monday through Thursday from 8:00 AM to 4:30 PM, and Friday from 8:00 AM to 3:00 PM. It is closed on Saturdays and Sundays.
How can I contact Nick Schubert at Edward Jones?
You can reach Nick Schubert by phone at +1 920-356-5028 or by email at nick.schubert@edwardjones.com.
Can I schedule a consultation with Nick Schubert online?
Yes, you can schedule a consultation through the online reservation page at https://www.edwardjones.com/us-en/financial-advisor/nick-schubert/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Nick Schubert's office?
English is spoken at the office.
What nearby places can I visit around Edward Jones - Financial Advisor: Nick Schubert?
Nearby you can find Starbucks for coffee, Noodles & Company for dining, and H•G Hair Collective for beauty services, allowing you to combine errands or relax before or after your financial consultation.
Where is the nearest coffee shop to Edward Jones - Financial Advisor: Nick Schubert?
Starbucks is a nearby coffee shop where you can get a coffee or smoothie close to the Edward Jones office at 201 Gateway Drive.
Are there other financial services near Edward Jones - Financial Advisor: Nick Schubert?
Yes, Summit Credit Union and World Finance offer financial services nearby and might be considered for additional financial needs.
What should I know about Edward Jones' online tools?
Edward Jones provides a retirement savings calculator to help clients plan for their future, available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.