Edward Jones - Financial Advisor: Katie Christianson, CEPA®|AAMS®
5.04 reviews
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: Katie Christianson, CEPA®|AAMS®
132 West Holum Street, De Forest, WI
53532, United States
Hours
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- MHMaxwell HorneDec 30, 20245.0Katie Christianson does terrific work, straight shooter, practical and reasonable thinker. Happy to have her managing a good portion of my portfolio!
- SBSki BumAug 16, 20245.0Katie is the best, hands down! Words cannot describe the quality of time, information, & knowledge that she provided for me! Katie broke everything down in terms, so it made sense to me! I can’t thank her ENOUGH for that knowledge of wealth she provided! I felt as if I was a different person walking out of her office with that knowledge. That knowledge will stay with me for a LIFETIME! THANK YOU KATIE!
- LSLynn SchmidtknechtNov 22, 20225.0She is just wonderful ❤️🙏
Frequently Asked Questions About Edward Jones - Financial Advisor: Katie Christianson, CEPA®|AAMS®
What services does Edward Jones - Financial Advisor: Katie Christianson provide?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial consultations tailored to individual needs.
What are the business hours for Edward Jones - Financial Advisor: Katie Christianson?
The office is open Monday to Friday from 8:00 AM to 4:00 PM and closed on weekends.
How can I contact Katie Christianson at Edward Jones?
You can reach Katie Christianson via phone at +1 608-846-5117 or email her at katie.christianson@edwardjones.com.
Where is Edward Jones - Financial Advisor: Katie Christianson located?
The office is located at 132 West Holum Street, De Forest, WI 53532, USA.
Does Edward Jones - Financial Advisor: Katie Christianson have a mobile app?
Yes, Edward Jones offers mobile apps for both Android and iOS devices to help manage your investments and financial planning.
Can I schedule a financial consultation with Katie Christianson online?
Yes, you can schedule a meeting through the online reservation system available on their website.
What languages are supported at Edward Jones - Financial Advisor: Katie Christianson?
Services are offered in English.
What nearby places can I visit before or after my appointment at Edward Jones?
Nearby places include Norski Nutrition for smoothies and café treats, Landmark Bar and Grill for dining, and Fiscal Assistance of Dane County for social services support.
Are there other financial services available near Edward Jones in De Forest?
Yes, there is another Edward Jones financial advisor, Mary Christianson, as well as Katie Christianson herself nearby for additional financial advising services.
What local amenities are available that might complement a visit to Edward Jones?
Local amenities include wellness services like Guided Solutions Therapy SC for counseling, Sue Rucker massage therapy, and Salon K&S for beauty and hair care.