Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Jeffrey Baier
12970 W Bluemound Rd, Elm Grove, WI
53122, United States
Reviews
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Frequently Asked Questions About Edward Jones - Financial Advisor: Jeffrey Baier
What services does Edward Jones - Financial Advisor: Jeffrey Baier offer?
They offer financial advising, investment management, investment funds, and stock brokerage services.
Where is Edward Jones - Financial Advisor: Jeffrey Baier located?
At 12970 W Bluemound Rd, Ste 308, Elm Grove, WI 53122, United States.
How can I schedule an appointment with Jeffrey Baier?
You can schedule an appointment online via their contact page: https://www.edwardjones.com/us-en/financial-advisor/jeffrey-baier/contact/.
What are the operating hours of Edward Jones - Financial Advisor: Jeffrey Baier?
They are open by appointment only on Saturdays. For other days, normal business hours apply.
Which financial specialties does Jeffrey Baier focus on?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plan, life insurance, SEP IRAs, and traditional IRAs.
How can I contact Jeffrey Baier directly?
You can email him at jeffrey.baier@edwardjones.com or call +1 262-923-2172.
Does Edward Jones provide resources to learn more about IRAs?
Yes, you can learn more about IRAs on their official site here: https://www.edwardjones.com/us-en/market-news-insights/retirement/iras.
What nearby financial services can complement my visit to Edward Jones - Jeffrey Baier?
Nearby options include Marlene Smith American Financial Network for installment loans, Vantage Pointe Financial Group (a bank and credit union), and other Edward Jones financial advisors like Scott Lovejoy and Michael T Ruggles.
Are there legal service providers near Edward Jones - Financial Advisor: Jeffrey Baier?
Yes, you can find Consumer Legal Services, Margerie Law, Attorneys Title, and Estate Planning Attorney | Milwaukee | Margerie Law nearby for legal and estate planning needs.
What other nearby amenities could I visit before or after my appointment at Edward Jones?
You may like to visit Target for shopping, Yamato Sushi House or Takara Japanese Restaurant for dining, and the Elm Grove Heights landmark and retirement home.