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: ReAnn Holmes, CFP®|AAMS®
5600 W Rawson Ave, Franklin, WI
53132, United States
Hours
Reviews
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- EPEdward PeerenboomMar 19, 20245.0ReAnn and Sarah are very professional, dedicated personnel. I have always been treated with respect. Never worry about my funds. ReAnn and Sarah have all bases covered. They keep me up to date on anything going on in the world regarding money.
- MMMary MayrFeb 14, 20245.0Phenomenal customer service!!! Knowledgeable, patient, communicative, and above all, HONEST! ReAnn and Sarah value their customers and it shows!
- BFBrent D FrankeSep 18, 20235.0On top of the market at all times. Knows the client and their goals. Been a client for over 7 years.
Frequently Asked Questions About Edward Jones - Financial Advisor: ReAnn Holmes, CFP®|AAMS®
What are the main financial services offered by Edward Jones - Financial Advisor: ReAnn Holmes?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the office hours for Edward Jones - Financial Advisor: ReAnn Holmes?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and is closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: ReAnn Holmes located?
The office is located at 5600 W Rawson Ave, Suite 102, Franklin, WI 53132, USA.
How can I contact Edward Jones - Financial Advisor: ReAnn Holmes?
You can call them at +1 414-525-9650 or email reann.holmes@edwardjones.com.
Can I book a consultation online with Edward Jones - Financial Advisor: ReAnn Holmes?
Yes, you can schedule a consultation through their contact page at https://www.edwardjones.com/us-en/financial-advisor/reann-holmes/contact/.
What languages are spoken at Edward Jones - Financial Advisor: ReAnn Holmes?
Services are provided in English.
Are there other financial advisors near Edward Jones - Financial Advisor: ReAnn Holmes?
Yes, nearby financial advisors include Edward Jones and Edward Jones - Financial Advisor: Jay D Landreman, CRPS® which can offer additional or alternative investment guidance.
Where can I get a quick treat or coffee near Edward Jones during my visit?
You can visit nearby places like Baskin-Robbins for ice cream and desserts, or Dunkin' for coffee, donuts, and smoothies.
Are there any automobile services close to Edward Jones - Financial Advisor: ReAnn Holmes?
Yes, there are several nearby automotive repair options including Caliber Collision, Affordable Auto Body Carstar- Franklin, and Girards Service Center for car repairs and maintenance.
What online resources does Edward Jones - Financial Advisor: ReAnn Holmes provide for retirement planning?
They offer an online retirement savings calculator to help clients prepare for their future, accessible at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.