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: Bart S Milton, AAMS®
3313 S Packerland Dr, De Pere, WI
54115, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Bart S Milton, AAMS®
What type of services does Edward Jones - Financial Advisor: Bart S Milton, AAMS® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies with tailored face-to-face consultations.
Where is Edward Jones - Financial Advisor: Bart S Milton, AAMS® located?
The office is located at 3313 S Packerland Dr, Ste A1, De Pere, WI 54115, USA.
What are the office hours of Edward Jones - Financial Advisor: Bart S Milton, AAMS®?
The office is open Monday through Friday from 8:00 AM to 5:00 PM, and closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Bart S Milton, AAMS®?
You can reach them by phone at +1 920-336-6564 or email bart.milton@edwardjones.com.
Are there any online apps available for accessing Edward Jones services?
Yes, Edward Jones offers apps on both Android and iOS platforms for convenient access to their services.
Can I book an appointment or make a reservation with Edward Jones - Bart S Milton online?
Yes, you can schedule a consultation through their online reservation page at https://www.edwardjones.com/us-en/financial-advisor/bart-milton/contact/.
What nearby places might be useful for someone visiting Edward Jones - Financial Advisor: Bart S Milton?
Nearby, you'll find financial-related services such as 'Mortgages By Adam', 'Secure Choice Lending Wisconsin', and insurance agencies like 'Bankers Life' and 'Rural Mutual Insurance : Justin Maulick', offering complementary financial support.
Are there any childcare options near Edward Jones - Financial Advisor: Bart S Milton?
Yes, 'Just 4 Kids Child Care Center' is nearby, providing daycare and preschool services which may be convenient for customers with children.
What health and wellness services are available near Edward Jones - Financial Advisor: Bart S Milton?
There are several nearby wellness providers including 'Professional Hearing Care', 'Wisconsin Laser Therapy', 'Orthopedic Alternatives Medical Acupuncture', and 'New Hope Counseling Center' that offer hearing aids, holistic treatments, acupuncture, and counseling services.
Who are some competitors to Edward Jones - Financial Advisor: Bart S Milton, AAMS®?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab, all of which provide financial advisory and investment management services.