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: Dan Schwaegel
2408 Vine Street, Eau Claire, WI
54703, United States
Hours
Reviews
3.0
2 reviews
5 stars
1
4 stars0
3 stars0
2 stars0
1 star
1
- CGCharles GregoireNov 11, 20255.0They were awesome to work with. They walked me through the roll over process and took care of everything for me. I would highly recommend them.
- ATAlex TOct 3, 20251.0Sat in the lobby for 20 minutes after speaking with an Edward's Jones associate about receiving help at this location. Was then refused help with an issue that would have taken 2 minutes to resolve and was told they wouldn't have time to help me today, despite being told over the phone they could. Was also not offered a chance to schedule a meeting either to resolve issue.
Frequently Asked Questions About Edward Jones - Financial Advisor: Dan Schwaegel
What services does Edward Jones - Financial Advisor: Dan Schwaegel offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies with face-to-face consultations.
What are the office hours for Edward Jones - Financial Advisor: Dan Schwaegel?
The office is open Monday through Friday from 8:00 AM to 4:30 PM, and is closed on Saturdays and Sundays except by appointment on Saturdays.
How can I make an appointment or contact Dan Schwaegel?
You can make an appointment through the online contact form at Edward Jones's website or contact via phone at +1 715-418-8616 or email dan.schwaegel@edwardjones.com.
Where is Edward Jones - Financial Advisor: Dan Schwaegel located?
The office is located at 2408 Vine Street, Eau Claire, WI 54703, USA.
Does Edward Jones - Financial Advisor: Dan Schwaegel provide mobile app options?
Yes, Edward Jones offers mobile apps for both Android and iOS platforms for client convenience.
What languages are supported at Edward Jones - Financial Advisor: Dan Schwaegel?
Services are provided in English.
Are there dining options near Edward Jones - Financial Advisor: Dan Schwaegel?
Yes, nearby dining options include Casa Margarita 2, a Mexican restaurant, Eau Juicy which is a bar and seafood restaurant, and Westside Bar & Grill serving American cuisine.
Where could I handle shipping or courier services near Edward Jones?
You can visit the UPS Access Point location nearby for courier and shipping services.
Are there automotive services near Edward Jones - Financial Advisor: Dan Schwaegel?
Yes, nearby automotive services include Advance Auto Parts, Valvoline Express Care, Grease Monkey oil change station, and Intoxalock Ignition Interlock for automotive repair and services.
What are some other businesses or services near Edward Jones - Financial Advisor: Dan Schwaegel that might be useful?
Nearby you can find EC Super Wash for dry cleaning, Westgate Animal Hospital for veterinary services, and Generations Academy which is a community-oriented school.