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: Stacy L Whiteman
210 O'Connor Dr, Elkhorn, WI
53121, United States
Hours
Reviews
2.0
1 reviews
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1 star0
- JGJ GDec 3, 20212.0Nice lady, but is so focused on growing her business that she doesn't have time to pay attention to existing customers. When I asked how her commissions work, she gave generic answers like, "I'll get you a better return that will easily offset the commissions". Never did explain the commission fees & cost. When I asked about the status of my account and her apparent busy schedule, she STILL didn't answer my questions, but simply said she would transfer me to another Edward Jones Agent. If you are looking for a place to drop your money and watch from the sidelines, this might work for you. But I want a little interaction - some initiative from my agent to call me when my investment return is negative for a month. It's my money, and I am paying you for your knowledge and advise. If Stacy is too busy to offer those things, you need to find another broker.
Frequently Asked Questions About Edward Jones - Financial Advisor: Stacy L Whiteman
What types of financial services does Edward Jones - Financial Advisor: Stacy L Whiteman provide?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the business hours for Edward Jones - Financial Advisor: Stacy L Whiteman?
The office is open Monday to Thursday from 8:00 AM to 4:00 PM, and Friday from 8:00 AM to 3:00 PM. It is closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Stacy L Whiteman located?
The office is located at 210 O'Connor Dr, Suite 103, Elkhorn, WI 53121, United States.
How can clients schedule an appointment with Stacy L Whiteman?
Clients can schedule an appointment through the contact reservation page at https://www.edwardjones.com/us-en/financial-advisor/stacy-whiteman/contact/.
Is there an app available for Edward Jones services on mobile devices?
Yes, Edward Jones has apps available for both Android and iOS devices, accessible via the Google Play Store and Apple App Store respectively.
What is the best way to contact Edward Jones - Financial Advisor: Stacy L Whiteman?
You can contact them by phone at +1 262-723-6950 or via email at stacy.whiteman@edwardjones.com.
What types of investment products does this Edward Jones office offer?
This office offers services such as stocks and bonds brokerage, investment management, and personalized financial advising.
Are there any nearby hotels where out-of-town clients can stay when visiting Edward Jones - Financial Advisor: Stacy L Whiteman?
Yes, clients can stay at nearby hotels such as AmericInn by Wyndham Elkhorn Near Lake Geneva, AmericInn Lodge & Suites Elkhorn, WI, or AmericInn Hotel.
What nearby facilities are available if I need dental or medical services before or after my visit?
Nearby dental and medical facilities include Midwest Dental, Family Dental Arts, Aurora Health Center, and Open Arms Free Clinic.
What local amenities are close to Edward Jones that clients might find useful?
Clients can enjoy services like hair and beauty salons at Hair by Rose and Salon 67, grab a coffee at Dunkin', or refuel at nearby gas stations such as BP and Mobil.