Edward Jones - Financial Advisor: Debra Cross, CFP®|CPWA®|CEPA®
5.03 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: Debra Cross, CFP®|CPWA®|CEPA®
1034 C Ann Street, Delavan, WI
53115, United States
Hours
Reviews
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- SLSteven LarsonJan 6, 20205.0Deb was extremely thorough in getting my pension moved from my former company to Edward Jones. Plus, she's a mechanical engineer; even more cred in my book;)
- PPProject ProjectOct 3, 20175.0Great employees and an amazing business for being honest with managing other peoples money. Have had nothing but good service and support from deb and her assistant! Deb and her team are awesome at keeping everything on track and keeping you up to date with current and long term financial goals and recommendations for your future! Go Deb Cross and team!!
- ATAnn ToebaasMar 31, 20175.0Deb genuinely cares about her clients. There is no sale pitch or pressure just facts pertaining to the individuals situation and goals, explained in laymens terms. I highly recommend Deb being a woman of great integrity to anyone looking for a financial adviser.
Frequently Asked Questions About Edward Jones - Financial Advisor: Debra Cross, CFP®|CPWA®|CEPA®
What are the main services offered by Edward Jones - Financial Advisor: Debra Cross?
The office provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stock and bond brokerage, and investment management.
Where is Edward Jones - Financial Advisor: Debra Cross located?
It is located at 1034 C Ann Street, Delavan, WI 53115, United States.
What are the office hours for Edward Jones - Financial Advisor: Debra Cross?
The office is open Monday to Thursday from 8:30 AM to 4:30 PM, Friday from 8:30 AM to 3:00 PM, and is closed on Saturdays and Sundays. Additional appointments are available by appointment only on Fridays and Saturdays.
How can I make an appointment with Debra Cross at Edward Jones?
Appointments can be scheduled through the online contact page at https://www.edwardjones.com/us-en/financial-advisor/debra-cross/contact/ or by calling +1 262-728-4224.
Does Edward Jones - Financial Advisor: Debra Cross offer any tools to help with retirement planning?
Yes, they feature a retirement savings calculator to help clients prepare for their financial future at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
Which nearby places can customers visit around Edward Jones - Financial Advisor: Debra Cross?
Clients can visit nearby parks like Latimer Park and Deckert Park for relaxation, or stop by Comfort Suites Delavan - Lake Geneva Area if traveling from out of town.
Are there any nearby automotive services clients might find useful near Edward Jones?
Yes, nearby services include Diamond Detailing for auto detailing and Advanced Auto Clinic Delavan - Ann St for automotive repairs and tire services.
How can nearby real estate services help Edward Jones clients in Delavan?
Nearby real estate agents like Hibl's Real Estate Sales and Hibl's Real Estate Sales Inc can assist clients interested in property investments alongside financial planning with Edward Jones.
What languages are supported by Edward Jones - Financial Advisor: Debra Cross?
The office communicates primarily in English to serve its clients.
How can clients contact Edward Jones - Financial Advisor: Debra Cross via email or social media?
Clients can email debra.cross@edwardjones.com or connect through their Facebook page at https://www.facebook.com/1448808455438664, and follow their Twitter handle @EdwardJones.