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: Bruce C Waller, AAMS®
403 Janesville Avenue, Ft Atkinson, WI
53538, United States
Reviews
5.0
5 reviews
5 stars
5
4 stars0
3 stars0
2 stars0
1 star0
- GMGrant MantzOct 10, 20255.0I work in finance in Chicago. I have worked with Bruce and his team on behalf of my recently deceased elderly mother for a number of decades. The steady hand, professionalism and client services on offer for the small and mid sized investors is really impressive. I would recommend!
- POPatricia OgrenNov 6, 20225.0Throughout the years and many life changes Bruce Waller and staff have exceeded expectations. Besides knowledge and leadership in the world of investing, they are professional, welcoming, and treat us as individuals addressing unique needs effectively.
- LRLori RothMar 22, 20215.0So far...great
- FWFred WallingDec 11, 20165.0Bruce gives very sound financial advice
Frequently Asked Questions About Edward Jones - Financial Advisor: Bruce C Waller, AAMS®
What types of financial services does Edward Jones - Financial Advisor: Bruce C Waller offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
How can I contact Bruce C Waller for financial advisory services?
You can contact Bruce Waller via email at bruce.waller@edwardjones.com or by phone at +1 920-563-9393.
Where is Edward Jones - Financial Advisor: Bruce C Waller located?
The office is located at 403 Janesville Avenue, Ft Atkinson, WI 53538, USA.
Does Edward Jones - Financial Advisor: Bruce C Waller have a mobile app?
Yes, there is a mobile app available on both Google Play and Apple App Store for convenient access to services.
How can I book an appointment with Edward Jones - Financial Advisor: Bruce C Waller?
You can make a reservation or contact them through their website at https://www.edwardjones.com/us-en/financial-advisor/bruce-waller/contact/.
What languages are spoken by Edward Jones - Financial Advisor: Bruce C Waller staff?
The staff offers services in English.
What nearby parks can I visit before or after meeting with Edward Jones?
You can visit Jones Park or Glacial River Trail nearby for outdoor activities such as hiking, biking, or simply relaxing in the park.
Are there places to eat near Edward Jones - Financial Advisor: Bruce C Waller's office?
Yes, nearby dining options include The Copper Panda, an Asian/Chinese restaurant, and Sunshine Burger, a fast food burger restaurant.
Where can I find convenience stores or gas stations near Edward Jones in Ft Atkinson?
Nearby options include K P Mart, which serves as a convenience store, gas station, and grocery store, and another gas station called Mobil.
What are some financial competitors of Edward Jones - Financial Advisor: Bruce C Waller?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.