Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Charlie Rotherham, CEPA®|CRPC™
933 Cardinal Lane, Green Bay, WI
54313, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Charlie Rotherham, CEPA®|CRPC™
What financial advising services does Edward Jones - Financial Advisor: Charlie Rotherham offer?
They offer financial advising, investment management, investment funds, and stock brokerage services.
What are the specialties of Charlie Rotherham at Edward Jones?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plan, life insurance, SEP IRAs, and traditional IRAs.
How can I schedule an appointment with Charlie Rotherham at Edward Jones?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/charlie-rotherham/contact/.
What are the business hours for Edward Jones - Financial Advisor: Charlie Rotherham?
The advisor is available by appointment only on Saturdays; other hours are not explicitly stated.
Where is Edward Jones - Financial Advisor: Charlie Rotherham located?
The office is located at 933 Cardinal Lane, Green Bay, WI 54313, USA.
What languages does Charlie Rotherham at Edward Jones speak?
The primary language used is English.
Can I contact Charlie Rotherham at Edward Jones via email or phone?
Yes, email is charlie.rotherham@edwardjones.com; the main phone number is +1 920-504-2361 and alternate phone is +1 920-434-7740.
Are there other financial services nearby Edward Jones - Financial Advisor: Charlie Rotherham?
Yes, nearby financial services include Wells Fargo Bank, BMO Harris Bank, Bank First, and Suzi Banick at Wells Fargo.
What local amenities are near Edward Jones that clients might find useful before or after a visit?
Clients can visit nearby spots such as Marco's Pizza or Village Cafe for dining, or enjoy wellness services at Janice Proski Massage & Wellness and Wispy Winds spa.
Are there any family or child care services close to Edward Jones in Green Bay?
Yes, nearby child care options include La Petite Academy of Green Bay and Big Apple Daycare.