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: Bradley D Borgen, CFP®|CEPA®
The level of professionalism and dedication this team has, surpassed any and all expectations one could ever have! HIGHLY RECOMMEND! Very proud of all the hard work Brad has shown over the years!
Frequently Asked Questions About Edward Jones - Financial Advisor: Bradley D Borgen, CFP®|CEPA®
What services does Edward Jones - Financial Advisor: Bradley D Borgen offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stock & bond brokerage, and investment management.
Where is Edward Jones - Financial Advisor: Bradley D Borgen located?
The office is located at N1261 Mayflower Drive, Greenville, WI 54942, USA.
What are the business hours for Edward Jones - Financial Advisor: Bradley D Borgen?
They are open Monday through Friday from 8:00 AM to 4:30 PM and closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Bradley D Borgen?
You can call their main phone number at +1 920-614-6460 or email bradley.borgen@edwardjones.com.
Is Edward Jones - Financial Advisor: Bradley D Borgen available for face-to-face consultations?
Yes, they offer tailored financial advice through face-to-face consultations to best meet client needs.
Which languages are spoken at Edward Jones - Financial Advisor: Bradley D Borgen?
English is the language used for communication at their office.
Does Edward Jones - Financial Advisor: Bradley D Borgen have an online presence or app?
Yes, they have a LinkedIn profile and mobile apps available on both Android and iOS platforms.
Can I book an appointment online with Bradley D Borgen at Edward Jones?
Yes, you can schedule an appointment through their online reservation page.
What nearby storage facilities are close to Edward Jones - Financial Advisor: Bradley D Borgen?
Nearby storage options include Underdog Storage - Appleton - Greenville, Fox Valley Storage, Storage Lion Appleton, and Extra Space Storage.
Are there any nearby dining options where I could eat before or after my visit to Edward Jones in Greenville?
Yes, Spectators Sports Bar & Grill is a nearby restaurant and bar where you can grab a meal around your visit.
What local healthcare providers are near Edward Jones - Financial Advisor: Bradley D Borgen?
Nearby healthcare services include Dr. Eric Read (chiropractor), Kiger Steffes Chiropractic, and Veronica Tovar, D.D.S., S.C. Family Dental Care.