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: Charles B Wilson, AAMS®|CRPC™
2763 Manitowoc Rd, Green Bay, WI
54311, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Charles B Wilson, AAMS®|CRPC™
What services does Edward Jones - Financial Advisor: Charles B Wilson offer?
We offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies with tailored advice through face-to-face consultations.
What are the regular business hours for Edward Jones - Financial Advisor: Charles B Wilson?
Our office is open Monday through Friday from 7:30 AM to 5:00 PM and closed on Sundays. Saturdays are by appointment only.
Where is Edward Jones - Financial Advisor: Charles B Wilson located?
We are located at 2763 Manitowoc Rd, Suite D, Green Bay, WI 54311, USA.
How can I schedule an appointment with Charles B Wilson?
You can schedule an appointment online via our contact page at https://www.edwardjones.com/us-en/financial-advisor/charles-wilson/contact/ or contact us at +1 920-465-7288.
Is it possible to communicate with Charles B Wilson via email or social media?
Yes, you can email Charles B Wilson at charles.wilson@edwardjones.com and follow us on Facebook at https://www.facebook.com/544593695588948 or Twitter @EdwardJones.
Are there any useful financial institutions near Edward Jones Green Bay office?
Yes, nearby banks include Bank First and First National Bank, which may be convenient for your financial transactions before or after your appointment.
What nearby places can I visit in Green Bay around the Edward Jones office?
You can visit Luigi's Italian Bistro for dining, The Cafe at Bellevue for coffee and meals, or enjoy a workout at FitRanX Green Bay gym near our office.
Are there health and wellness services close to Edward Jones office?
Yes, options nearby include Mindful Reiki & Meditation for holistic wellness, CJ Meyer Chiropractic, and Oak View Veterinary Hospital if you have pets.
What makes Charles B Wilson's Edward Jones office unique compared to competitors?
We offer personalized investment advice focused on fitting your individual goals with dedicated face-to-face service from a trusted advisor.
Can I use mobile apps to access Edward Jones services?
Yes, Edward Jones offers mobile apps for iOS and Android, available via the Apple App Store and Google Play Store for managing your investments and accounts on the go.