Business Details
About
Investment Service
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Kristian T Lee
712 21st Street, Brodhead, WI
53520, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Kristian T Lee
What services does Edward Jones - Financial Advisor: Kristian T Lee offer?
Edward Jones offers financial advising, investment management, investment funds, and stock broker services, specializing in 401(k), Roth IRA, 529 College Savings Plan, and life insurance.
Where is Edward Jones - Financial Advisor: Kristian T Lee located?
The office is located at 712 21st Street, Brodhead, WI 53520, USA.
What are the regular business hours for Edward Jones - Financial Advisor: Kristian T Lee?
The office is open Monday through Thursday from 9:00 AM to 5:00 PM, Friday from 9:00 AM to 4:00 PM, and closed on Saturday and Sunday. Fridays and Saturdays are by appointment only.
How can I schedule an appointment with Kristian T Lee at Edward Jones?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/kristian-lee/contact/.
What language is primarily used for client communication at Edward Jones - Financial Advisor: Kristian T Lee?
The primary language spoken is English.
How can I contact Edward Jones - Financial Advisor: Kristian T Lee by phone or email?
You can call them at +1 608-897-2816 or email kristian.lee@edwardjones.com.
Are there any financial institutions near Edward Jones - Financial Advisor: Kristian T Lee that clients might find useful?
Yes, nearby banks include The Bank of New Glarus and Sugar River Bank, which clients might visit for additional financial services.
What nearby amenities could I visit before or after my appointment at Edward Jones - Financial Advisor: Kristian T Lee?
You could visit Brodhead Health and Fitness for a workout, LG&D Salon and Spa for beauty services, or enjoy a meal at Jesse's Stone Oven Pizza & Pasta nearby.
Is there convenient transportation or vehicle services near Edward Jones in Brodhead, WI?
Yes, 21st Street Laundry offers laundry services, and there are several automotive services nearby including Brodhead Chevrolet and Sugar River Auto Glass, facilitating convenient errands along with your visit.
Where can I find the Edward Jones mobile apps for managing investments?
Edward Jones offers mobile apps available on both Android and iOS platforms to help manage your investments on the go.