Edward Jones - Financial Advisor: Jeane M Schell

4.8
5 reviews
Get DirectionsCallWebsite

Business Details

7441 S 27th St, Franklin, WI
53132, United States
(414) 421-3451
https://www.edwardjones.com/us-en/financial-advisor/jeane-schell
GoogleTwitterLinkedIn

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: Jeane M Schell
7441 S 27th St, Franklin, WI
53132, United States

Hours

Reviews

4.8
5 reviews
5 stars
4
4 stars
1
3 stars
0
2 stars
0
1 star
0
  • SC
    Sanford Countryman
    Mar 31, 2014
    5.0
    We started working with Marc about 3 years ago when our previous financial planner abruptly left the company we were working with and we were never contacted by another representative. From day one Marc and his office staff have been very easy to work with. They are always responsive to our questions and we feel Marc has helped us to make good decisions regarding our investments.
  • LM
    Lynn La Malfa
    Mar 28, 2014
    5.0
    My husband and I have been with Marc almost three years. He is very reliable and knowledgeable. He meets with us every 6 months to make us aware of changes that would affect our portfolio. If he does not know the answer to your question he researches it and finds the answer. We are very happy with Marc as our financial advisor and would highly recommend him. Marc's office personal is well educated in the field also.
  • JF
    Josh Fulfer
    Mar 25, 2014
    5.0
    Marc has been a big help guiding my wife & I with retirement planning. We couldn't be happier with how things have gone. Marc is very responsive, professional, and has helped us get great results. I strongly recommend him for financial planning help.
  • JH
    Joe Huljak
    Mar 21, 2014
    5.0
    Marc is a true professional. I have referred clients from my mortgage business and he has always gone the extra mile to make sure that they are handled with extreme care. Not only am I a client, but I have become a friend as well. Like I said a true professional that truly has a passion for helping people.
  • CK
    Connor Kerry
    Mar 19, 2014
    4.0
    I was referred to Marc by a Co-worker. I had recently changed jobs and I had left my old 401K at my old employer MGIC. I had never sat down with a financial advisor. Marc took the time to explain the process of rolling a 401 K into a self directed IRA. The process was pretty straight forward and very helpful. We've only been working together for a year and a half but so far my account is doing really well. He also sat with me and my wife to help us with retirement questions we had and how to protect our assets using some insurance products.
Read more reviews on Google

Frequently Asked Questions About Edward Jones - Financial Advisor: Jeane M Schell

What services does Edward Jones - Financial Advisor: Jeane M Schell provide?

They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, tailored to individual client needs through face-to-face consultations.

What are the office hours for Edward Jones - Financial Advisor: Jeane M Schell?

The office is open Monday from 8:30 AM to 6:00 PM, Tuesday to Wednesday and Friday from 8:30 AM to 5:00 PM, Thursday from 8:30 AM to 7:00 PM, and is closed on Saturdays and Sundays. Saturdays are available by appointment only.