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: Michael Winter, CFP®
435 N Broadway, De Pere, WI
54115, United States
Hours
Reviews
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- TRTyler RadkeMar 4, 20255.0Wow, Michael is a fantastic financial advisor. I am moderately knowledgeable about many financial areas like investments and 401k, life insurance, Health savings accounts, taxes, etc. but Michael found numerous ways to help our family improve upon our financial goals. He guided us on our 401k allocations, beneficiaries, and how to get more out of our pre-tax dollars. Highly recommend for anybody not 100% satisfied with their current advisor and anyone who doesn't currently see a financial advisor. Michael will take care of you like family.
- EOEric OsbornJan 15, 20215.0This dude is cool. Smart, awesome. Darci is also awesome. She basically keeps that place together. Great team!!
- DDDr. Steven J. Fisher, D.C.Aug 13, 20205.0Extremely knowledgable. Great listener. I highly recommend you speak to him today, especially if you haven't heard from your current financial advisory in over 6 months!
Frequently Asked Questions About Edward Jones - Financial Advisor: Michael Winter, CFP®
What services does Edward Jones - Financial Advisor: Michael Winter, CFP® offer?
The office provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the office hours for Edward Jones - Financial Advisor: Michael Winter?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Sundays. Saturdays are by appointment only.
How can I schedule an appointment with Michael Winter at Edward Jones?
Appointments can be scheduled by contacting the office via phone or email, or through their online contact page.
Where is Edward Jones - Financial Advisor: Michael Winter located?
The office is located at 435 N Broadway, Suite C, De Pere, WI 54115, USA.
Which languages are spoken at the Edward Jones office of Michael Winter?
English is the primary language spoken at this location.
What is a convenient way to reach Edward Jones - Financial Advisor: Michael Winter using ride-sharing services?
Customers can use Uber to reach the office conveniently, with an Uber link provided for easy access.
Are there any financial or insurance services near Edward Jones - Financial Advisor: Michael Winter in De Pere?
Yes, nearby financial services include Northwestern Mutual, Ken Niedermeier - Northwestern Mutual, Scott Kuether - Northwestern Mutual, Mesa Wealth Management, John Allen - State Farm Insurance Agent, and Voyageur Financial Group.
What local attractions can clients visit near Edward Jones in De Pere?
Clients might enjoy visiting the De Pere Historical Society, White Pillars Museum, and the Brown County Library - Kress Family Branch for local history, art, and community resources.
Are there any healthcare services close to Edward Jones - Financial Advisor: Michael Winter?
Yes, nearby healthcare providers include Eye & Vision Clinics, SC, David Dufeck Dr, Orthopedic & Spine Therapy, Prevea Clinic, and Lynn K Wagner, MD.
What tools does Edward Jones provide to help clients with retirement planning?
Edward Jones offers a Retirement Savings Calculator available online to help clients prepare and plan for their financial future.