Edward Jones - Financial Advisor: Michael T LaChance, CFP®|AAMS®|CRPC™|CRPS™
5.01 review
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: Michael T LaChance, CFP®|AAMS®|CRPC™|CRPS™
1570 Harris Drive, Grafton, WI
53024, United States
Hours
Reviews
5.0
1 reviews
5 stars
1
4 stars0
3 stars0
2 stars0
1 star0
- RMRobert MechamAug 22, 20225.0I needed to get information to my advisor in Florida, this office was a great help with faxing paperwork back and forth.
Frequently Asked Questions About Edward Jones - Financial Advisor: Michael T LaChance, CFP®|AAMS®|CRPC™|CRPS™
What services does Edward Jones offer at the Michael T LaChance office in Grafton, WI?
Edward Jones provides personalized investment services, including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds management, and financial advising tailored to individual client needs.
What are the office hours for Edward Jones - Financial Advisor: Michael T LaChance?
The office is open Monday through Thursday from 8:30 AM to 5:00 PM, and Friday from 8:30 AM to 4:00 PM. It is closed on weekends, with appointments available on weekdays by appointment only.
How can I contact Edward Jones - Financial Advisor: Michael T LaChance?
You can reach the office by phone at +1 262-268-1916 or email michael.lachance@edwardjones.com. Additionally, appointments can be made through their website contact page.
Where is Edward Jones - Financial Advisor: Michael T LaChance located?
The office is located at 1570 Harris Drive, Grafton, WI 53024, United States.
Does Edward Jones offer any online tools to help with retirement planning?
Yes, Edward Jones offers a retirement savings calculator to help clients prepare for retirement, available on their website.
Are there mobile apps available for Edward Jones clients?
Yes, Edward Jones has mobile apps available for both Android and iOS devices to help clients access their investment information on the go.
What language services are offered at the Edward Jones office in Grafton?
The office provides services primarily in English.
What nearby amenities can I access when visiting Edward Jones at 1570 Harris Drive?
Nearby places include Albiero Chiropractic and Arise Physical Therapy for health needs, BMO Bank for banking services, and Misty Ridge Playground if you want to enjoy some outdoor relaxation before or after your visit.
Are there any nearby government offices or community services around Edward Jones?
Yes, the Ozaukee County Sheriff's Office, Ozaukee County Justice Center, and Ozaukee County Clerk of Circuit Court are close by, which can be convenient if you have related business in the area.
What local recreational or community clubs are near Edward Jones in Grafton?
Nearby you can find the Port Washington Soccer Club for sports activities and local community engagement, as well as parks like Misty Ridge Playground for outdoor leisure.