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: Pete Klein, CRPC™
1245 Cheyenne Ave, Grafton, WI
53024, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Pete Klein, CRPC™
What services does Edward Jones - Financial Advisor: Pete Klein, CRPC™ offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Pete Klein, CRPC™ located?
The office is located at 1245 Cheyenne Ave, Ste 303, Grafton, WI 53024, USA.
What are the business hours for Edward Jones - Financial Advisor: Pete Klein, CRPC™?
Open Monday to Friday from 9:00 AM to 5:00 PM. The office is closed on Saturdays and Sundays, but appointments on Saturdays are available by appointment only.
How can I make an appointment with Pete Klein?
Appointments can be made by contacting the office via phone or through their online contact form at https://www.edwardjones.com/us-en/financial-advisor/pete-klein/contact/.
What languages are spoken by the staff at this Edward Jones office?
English is the primary language spoken at the office.
Is there an app available for Edward Jones clients?
Yes, Edward Jones provides mobile apps for both Android and iOS, available on Google Play and the Apple App Store respectively.
What should I know about the privacy of my data at Edward Jones?
Edward Jones is committed to protecting your personal information; details are available on their Privacy and Security page at https://www.edwardjones.com/us-en/privacy.
Are there other financial advisors nearby Edward Jones - Financial Advisor: Pete Klein, CRPC™?
Yes, nearby financial services include another Edward Jones office, Shorewest Realtors mortgage brokers, and Edward Jones advisor Tina Stenfors, which offers options if you want to explore different advisors in the vicinity.
What dining options are close to Edward Jones - Financial Advisor: Pete Klein, CRPC™?
Flipside Cafe & Grill is near the office, a great spot to grab a meal before or after your financial consultation.
What healthcare services are available nearby?
There are several medical professionals nearby, including dermatologists like Forefront Dermatology and Dermatology Associates of Wisconsin, as well as general practitioners and mental health counselors such as Wendy Freitag and Access Community Therapies.