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: Amelia Swehla
2625 Development Dr, Green Bay, WI
54311, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Amelia Swehla
What services does Edward Jones - Financial Advisor: Amelia Swehla offer?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, and investment management.
Where is Edward Jones - Financial Advisor: Amelia Swehla located?
The office is located at 2625 Development Dr, Ste 15, Green Bay, WI 54311, USA.
How can I contact Edward Jones - Financial Advisor: Amelia Swehla by phone or email?
You can call the main phone number at +1 920-259-2651 or the alternate phone at +1 920-336-1023. Email is amelia.swehla@edwardjones.com.
Are appointments required or can I schedule a meeting online?
You can schedule a meeting online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/amelia-swehla/contact/.
Does Edward Jones offer any mobile apps for managing investments?
Yes, Edward Jones provides mobile apps for both Android and iOS devices to help manage your investments on the go.
What languages does Edward Jones - Financial Advisor: Amelia Swehla support?
They provide services in English.
How can nearby places like Caffé Naturally enhance my visit to Edward Jones?
After your financial consultation at Edward Jones, you can visit Caffé Naturally nearby to enjoy a coffee or snack, making your visit more convenient and pleasant.
What healthcare options are available near Edward Jones if I need medical services?
Nearby healthcare services include Pain Relief Chiropractic, Dermatology Associates of Wisconsin, Forefront Dermatology, and Women’s Specialty Care among others, providing various health care options within close proximity.
Are there any specialty shops near Edward Jones I can visit?
Yes, nearby specialty shops include Terry Naturally Health Food Store for health products, MAD HAUS of Resale for women's clothing, and Nala's Fromagerie for specialty cheeses.
Who are the main competitors of Edward Jones in financial advisory services?
Major competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.