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: Steve Thompson
2 Burdick St, Edgerton, WI
53534, United States
Reviews
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- MSMark SchoonApr 13, 20205.0Always helpful and informative.
- RFRandy FairmanMar 14, 20205.0Very helpful and informative
Frequently Asked Questions About Edward Jones - Financial Advisor: Steve Thompson
What services does Edward Jones - Financial Advisor: Steve Thompson provide?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored to individual client goals.
How can I contact Edward Jones - Financial Advisor: Steve Thompson?
You can contact them by phone at +1 608-884-8000 or via email at steve.b.thompson@edwardjones.com.
Where is Edward Jones - Financial Advisor: Steve Thompson located?
They are located at 2 Burdick St, Edgerton, WI 53534, USA.
Can I book an appointment online with Edward Jones - Financial Advisor: Steve Thompson?
Yes, appointments can be booked online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/steve-b-thompson/contact/.
Are there any mobile apps available for Edward Jones clients?
Yes, Edward Jones offers mobile apps available on Android and iOS. Android app is available at the Google Play store, and the iOS app can be downloaded from the Apple App Store.
What languages are spoken by the financial advisors at Edward Jones - Steve Thompson?
The advisors speak English.
Are there any nearby places I can visit after meeting with my financial advisor?
Yes, nearby you have several dining options such as Mario's Italian Restaurant and Broken Paddle Bar & Grill, which are great for grabbing a meal or drink after your appointment.
What nearby facilities can help me if I need legal or business consultation around Edward Jones?
Close to Edward Jones, you can find Witt Law Offices, LLC for legal and business consulting services.
Are there recreational or community centers near Edward Jones - Financial Advisor in Edgerton?
Yes, the Edgerton Teen Center and the Porter Center (concert venue) are nearby community and recreational facilities that you might want to visit before or after your meeting.
Does Edward Jones - Financial Advisor: Steve Thompson offer tools to help plan for retirement?
Yes, they feature a Retirement Savings Calculator on their website to help clients prepare for their financial future.