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: Brian J Lewis
8575 W Forest Home Ave, Greenfield, WI
53228, United States
Reviews
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- AKAleks KortOct 12, 20255.0Brian is a great financial advisor!
- LNLindsey NusserNov 20, 20213.0I had funds with Mass Mutual that I rolled over to a Thrift Savings Plan, that process took 1 week. It took Sandra,Brian,and Kirstin 6 WEEKS to rollover two accounts into TSP. Unacceptable.
Frequently Asked Questions About Edward Jones - Financial Advisor: Brian J Lewis
What services does Edward Jones - Financial Advisor: Brian J Lewis offer?
Edward Jones - Financial Advisor: Brian J Lewis offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and investment management such as stocks and bonds.
Where is Edward Jones - Financial Advisor: Brian J Lewis located?
The office is located at 8575 W Forest Home Ave, Ste 180, Greenfield, WI 53228, USA.
How can I contact Edward Jones - Financial Advisor: Brian J Lewis?
You can contact Brian J Lewis at the main phone number +1 414-240-2385 or the alternate phone +1 414-529-3949, or email brian.j.lewis@edwardjones.com.
Does Edward Jones - Financial Advisor: Brian J Lewis have an online appointment booking option?
Yes, you can schedule a consultation via their online reservation page at https://www.edwardjones.com/us-en/financial-advisor/brian-j-lewis/contact/.
Are there mobile apps available for Edward Jones services?
Yes, Edward Jones has mobile apps available for Android and iOS, which can be downloaded at their respective app stores.
What languages does Edward Jones - Financial Advisor: Brian J Lewis support?
The services are provided in English.
How can the nearby Edward Jones offices assist me?
Nearby Edward Jones advisors, such as those at Missy Wahlen and Jim Hauser's offices, can provide additional financial advice and investment services if you need alternative appointments or perspectives.
What fitness centers are near Edward Jones - Financial Advisor: Brian J Lewis?
Nearby gyms such as Rosencutter Ultra Fitness and Performance LLC and Fifth Dimension Fitness offer opportunities for wellness and fitness activities, ideal for a workout before or after your financial consultation.
Are there dining options near Edward Jones - Financial Advisor: Brian J Lewis?
Yes, MOD Pizza is a nearby fast food restaurant where you can enjoy a meal before or after your visit.
What types of financial competition exist near Edward Jones - Financial Advisor: Brian J Lewis?
Nearby competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab, which also offer various investment and financial advisory services.