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: Julia M Herman, ChFC®
11951 W Janesville Rd, Hales Corners, WI
53130, United States
Reviews
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1 reviews
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- KLKarla LowryApr 27, 20165.0Julie Herman, is a very knowledgeable and a professional financial advisor. She has your personal concerns at the top of her list when meeting with her. Her knowledge is advantanced and she will explain everything, thoroughly to you. I met Julie, at her office and had a great repore with her from the start. Julie is a very kind hearted and a very caring person. I would recommend Julie to anyone who needs a trustable and very knowledgeable advisor.
Frequently Asked Questions About Edward Jones - Financial Advisor: Julia M Herman, ChFC®
What services does Edward Jones - Financial Advisor: Julia M Herman provide?
They provide personalized investment services including retirement planning, education savings, and tax-efficient strategies through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Julia M Herman located?
The office is located at 11951 W Janesville Rd, Suite D, Hales Corners, WI 53130, USA.
How can I contact Julia M Herman at Edward Jones?
You can contact Julia M Herman by phone at +1 414-427-3068 or by email at julie.herman@edwardjones.com.
What languages are spoken by the Edward Jones office of Julia M Herman?
English is the language spoken at this Edward Jones office.
Is Edward Jones - Financial Advisor: Julia M Herman currently open for business?
Yes, the office status shows it is currently open (not closed).
Can I schedule a consultation with Julia M Herman online?
Yes, you can schedule a consultation via their contact page: https://www.edwardjones.com/us-en/financial-advisor/julie-herman/contact/
Are there any nearby financial or insurance service providers close to Edward Jones - Financial Advisor: Julia M Herman?
Yes, nearby are Vincent Bellante Insurance Agency-American Family Insurance, Inlanta Mortgage, and Jessica Klima, Modern Woodmen of America, which can complement your financial services needs.
What are some nearby places for relaxation or wellness around Edward Jones in Hales Corners?
Nearby wellness spots include A.M. Massage Studio and Quintessential Massage for massage therapy, as well as Revitalize Physical Therapy and Hales Corners FitYard gym for fitness and rehabilitation.
Are there any dining or social venues close to Edward Jones - Financial Advisor: Julia M Herman?
Yes, nearby options include Charmbiance Cocktail Lounge Wine and Arts Bar and Daily Social Eatery & Spirits for cocktails and casual dining.
How might nearby businesses like bp America and CoinFlip Bitcoin ATM benefit visitors to Edward Jones?
Visitors can conveniently refuel at bp America and access Bitcoin ATMs like CoinFlip Bitcoin ATM during visits to Edward Jones, making it easier to manage transportation and cash needs locally.