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: Miles M Aquino
862 Rose Drive, Hartland, WI
53029, United States
Hours
Reviews
3.7
3 reviews
5 stars
2
4 stars0
3 stars0
2 stars0
1 star
1
- HHHector Becerra (Hectorsauraus)Jun 10, 20241.0Older lady was unprofessional and unwelcoming
- JKJeff KeeneMar 7, 20245.0Miles and Laura are simply amazing. I have been working with Miles for a number of years and he has grown my portfolio astronomically. I highly recommend using Miles for any and all of your investment opportunities.
- EOErich OlsonOct 16, 20195.0Miles has been our "financial guy" now for several year and we have been very satisfied in all of our expierences working with him. He is very professional, knowlegable, and really takes the time to get to know you and listen to what your financial/life goals are. You won't regret working with Miles!
Frequently Asked Questions About Edward Jones - Financial Advisor: Miles M Aquino
What services does Edward Jones - Financial Advisor: Miles M Aquino offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies with tailored advice through face-to-face consultations.
What are the regular business hours for Edward Jones - Financial Advisor: Miles M Aquino?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and is closed on Saturdays and Sundays.
Is it possible to schedule an appointment on weekends?
Appointments can be made by reservation only on Mondays through Saturdays, however, regular Saturday hours are closed so appointments then are by appointment only.
How can I contact Edward Jones - Financial Advisor: Miles M Aquino?
You can contact the office by phone at +1 262-367-3404 or via email at miles.aquino@edwardjones.com.
Where is Edward Jones - Financial Advisor: Miles M Aquino located?
The office is located at 862 Rose Drive, Hartland, WI 53029, United States.
How can I book a consultation with Miles M Aquino?
You can book a consultation by visiting their online contact page at https://www.edwardjones.com/us-en/financial-advisor/miles-aquino/contact/.
Does Edward Jones offer any online tools for financial planning?
Yes, they offer a Retirement Savings Calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
What nearby financial institutions can I visit along with Edward Jones for my financial needs?
Nearby options include Town Bank and Wintrust Mortgage, which offer banking, mortgage, and investing services and can complement your financial planning visits.
Are there any nearby health and wellness facilities close to Edward Jones - Financial Advisor: Miles M Aquino?
Yes, nearby places like Studio 83 Pilates and Lake Country Chiropractic provide options for physical wellness if you want to combine a health visit with your financial appointments.
What recreational or community facilities are near Edward Jones - Financial Advisor: Miles M Aquino?
Nearby options include the Roufusport MMA Academy for fitness and martial arts, and Oakwood Church for community or spiritual engagements.