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: Missy Wahlen
8575 W Forest Home Ave, Greenfield, WI
53228, United States
Hours
Reviews
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- BBBrittneyJun 20, 20235.0Missy and Sharon both pay attention to great detail of your concerns and goals. Very responsive with following up phone calls and questions. Would highly recommend them with profound trust and confidence!
- BLBrith LijewskiFeb 6, 20235.0Missy & Sharon are the best. Very understanding. Great advise.
Frequently Asked Questions About Edward Jones - Financial Advisor: Missy Wahlen
What services does Edward Jones - Financial Advisor: Missy Wahlen provide?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the office hours for Edward Jones - Financial Advisor: Missy Wahlen?
The office is open Monday and Tuesday from 8:00 AM to 6:30 PM, Wednesday and Thursday from 8:00 AM to 4:30 PM, and Friday from 8:00 AM to 3:30 PM. It is closed on Saturdays and Sundays, with Saturday appointments available by appointment only.
Where is Edward Jones - Financial Advisor: Missy Wahlen located?
The office is located at 8575 W Forest Home Ave, Ste 180, Greenfield, WI 53228, USA.
How can I contact Missy Wahlen for financial advice?
You can contact Missy Wahlen by phone at +1 414-367-2548, or email at missy.wahlen@edwardjones.com. You can also book an appointment via their contact page online.
Does Edward Jones - Financial Advisor: Missy Wahlen offer online tools for retirement planning?
Yes, they provide a retirement savings calculator available on their website to help you prepare for your future.
Which languages are spoken at Edward Jones - Financial Advisor: Missy Wahlen?
English is the language spoken at this office.
How can I use nearby public facilities or businesses when visiting Edward Jones in Greenfield?
You can visit nearby facilities such as Rosencutter Ultra Fitness and Performance LLC or Fifth Dimension Fitness if you want to combine your financial visit with a workout. Additionally, dining options like MOD Pizza are close by for a meal before or after your appointment.
Are there other financial services near Edward Jones - Financial Advisor: Missy Wahlen?
Yes, nearby financial service providers include Edward Jones Financial Advisor Jim Hauser and Casey Maki, offering options for additional financial advice or services in the area.
What nearby services can support my wellness while managing my finances at Edward Jones?
Nearby wellness services include Milwaukee Medical Weight Loss & MediSpa for health and skin care needs, Radiant Healing Massage & Wellness for massage therapy, and The Wellness Way chiropractic services, which you can visit to balance your financial planning with personal well-being.
How can I reach Edward Jones - Financial Advisor: Missy Wahlen using public transport or local landmarks?
While specific transit stations are not listed, you can use local landmarks such as Anderson Commercial Group or Nextaff of Milwaukee to help navigate to 8575 W Forest Home Ave in Greenfield, WI more easily.