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: David T Wendland, CFP®|AAMS®|CRPC™
Frequently Asked Questions About Edward Jones - Financial Advisor: David T Wendland, CFP®|AAMS®|CRPC™
What types of financial services does Edward Jones - Financial Advisor: David T Wendland offer?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, investment management, and advisory services.
Where is Edward Jones - Financial Advisor: David T Wendland located?
The office is located at 441 Main Ave, Ste 2, De Pere, WI 54115, United States.
What are the business hours for Edward Jones - Financial Advisor: David T Wendland?
The office is open Monday through Thursday from 8:00 AM to 5:00 PM, Friday from 8:00 AM to 3:00 PM, and closed on Saturdays and Sundays.
How can I contact David T Wendland at Edward Jones?
You can reach him by phone at +1 920-535-6808 or by email at david.wendland@edwardjones.com.
Does Edward Jones offer a retirement savings calculator?
Yes, Edward Jones provides a retirement savings calculator to help you prepare for your financial future, accessible via their website.
What languages are spoken at Edward Jones - Financial Advisor: David T Wendland?
The services are offered in English.
Are there any nearby banks that can help facilitate transactions before visiting Edward Jones?
Yes, Chase Bank is located nearby, which can help you with banking transactions before or after your visit to Edward Jones.
What nearby courier or shipping services are available near Edward Jones?
There are UPS Access Point locations nearby, providing convenient courier and shipping services in the area.
Are there any food or dining options near Edward Jones for clients to consider before or after appointments?
Yes, clients can visit nearby restaurants such as Pizza Hut, Toppers Pizza, and Stella's for dining options.
Can clients find other financial or insurance services near Edward Jones - Financial Advisor: David T Wendland?
Yes, several insurance agencies like Insurance Service Center, Matthew Prill: Allstate Insurance, and Nationwide Mutual Insurance Company are located nearby, offering additional financial and insurance services.