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: Alec R Lothert
110 Pike Lake Dr, Hartford, WI
53027, United States
Hours
Reviews
3.7
3 reviews
5 stars
2
4 stars0
3 stars0
2 stars0
1 star
1
- CWCathleen WeberJul 30, 20251.0Unprofessional
- MHMike HenkeFeb 16, 20255.0I have been working with Alec since he came into Hartford. He is a great listener and definitely goes out if his way to improve his clients financial situation
Frequently Asked Questions About Edward Jones - Financial Advisor: Alec R Lothert
What services does Edward Jones - Financial Advisor: Alec R Lothert provide?
They offer personalized investment services including retirement planning, education savings, tax-efficient strategies, and face-to-face financial advice tailored to individual goals.
What are the regular business hours for Edward Jones - Financial Advisor: Alec R Lothert?
The office is open Monday to Thursday from 8:30 AM to 5:00 PM, and on Friday from 8:30 AM to 3:00 PM. The office is closed on Sundays and Saturdays by appointment only.
How can I contact Edward Jones - Financial Advisor: Alec R Lothert?
You can reach them by phone at +1 262-588-3681 or the alternate phone at +1 262-670-9165, or email alec.lothert@edwardjones.com.
Where is Edward Jones - Financial Advisor: Alec R Lothert located?
They are located at 110 Pike Lake Dr, Suite A, Hartford, WI 53027, USA.
Is there a way to schedule an appointment online with Alec R Lothert?
Yes, appointments can be scheduled online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/alec-lothert/contact/.
Does Edward Jones offer any tools or calculators to help with retirement planning?
Yes, they provide a Retirement Savings Calculator to help clients prepare for their future, available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
What are some nearby medical facilities around Edward Jones - Financial Advisor?
Nearby medical facilities include Aurora Behavioral Health Center, Aurora Pain Management, Aurora Ophthalmology, Aurora Family Medicine, and Aurora Urgent Care to assist with health needs in the area.
Are there any nearby dental offices near Edward Jones for convenient dental care?
Yes, Dodge Dental Studio is close by and provides dental services, which can be convenient for clients in the area.
Where can I find convenient stores or essentials near Edward Jones - Financial Advisor?
Goeman's Rapid Mart is a nearby convenience store and retail location where clients can quickly purchase essentials before or after their appointment.
Does Edward Jones - Financial Advisor: Alec R Lothert have mobile apps for easier access?
Yes, Edward Jones has mobile apps available for both Android and iOS devices to help clients manage their investments on the go.