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: James T Grasee, AAMS®
3210 Kewaunee Rd, Green Bay, WI
54311, United States
Reviews
5.0
1 reviews
5 stars
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1 star0
- KDKaren DeMeritMay 11, 20245.0We have entrusted our savings with James for many years! He is the BEST!
Frequently Asked Questions About Edward Jones - Financial Advisor: James T Grasee, AAMS®
What services does Edward Jones - Financial Advisor: James T Grasee, AAMS® offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient strategies, stock and bond brokerage, and investment management.
How can I contact Edward Jones - Financial Advisor: James T Grasee, AAMS®?
You can call the main phone number at +1 920-671-8355, the alternate phone at +1 920-863-5539, or email james.grasee@edwardjones.com.
Where is Edward Jones - Financial Advisor: James T Grasee, AAMS® located?
Their office is at 3210 Kewaunee Rd, Suite B, Green Bay, WI 54311, United States.
Is Edward Jones - Financial Advisor: James T Grasee, AAMS® currently open for business?
Yes, the office is currently open and operational.
What languages are supported by Edward Jones - Financial Advisor: James T Grasee, AAMS®?
They provide services in English.
Can I use a mobile app to manage my investments or connect with Edward Jones?
Yes, Edward Jones offers mobile apps available for Android and iOS devices to help you manage your investments.
How can I schedule a consultation with James T Grasee?
You can book an appointment through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/james-grasee/contact/.
What nearby places can I visit before or after my appointment at Edward Jones?
Nearby you can visit Keith's Bar for a casual drink or dining, or check out the Green Bay Wedding Day Dress For Less Boutique if you are preparing for a special event.
Are there any nearby services that might be helpful if I am visiting Edward Jones at 3210 Kewaunee Rd?
Yes, nearby services include American Family Insurance - Kurt Hronek for insurance needs and Glenn's 24 HR Towing in case of vehicle emergencies.
Is there a place nearby Edward Jones where I can grab a meal after a financial consultation?
Yes, you can dine at Redwood Inn or Terry's Wall Street Pub and Grill, both located nearby and offering food and drinks.