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: Tricia L Oltmann, AAMS®
2101 Crooks Ave, Kaukauna, WI
54130, United States
Hours
Reviews
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- DSDebra SternhagenMar 6, 20235.0Excellent service in a terrible Biden market
- LRLily RachaelJul 15, 20145.0She and her staff are great easy to talk too and makes you feel comfortable about your investments!
Frequently Asked Questions About Edward Jones - Financial Advisor: Tricia L Oltmann, AAMS®
What services does Edward Jones - Financial Advisor: Tricia L Oltmann, AAMS® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, with face-to-face consultations to tailor advice to clients' needs.
Where is Edward Jones - Financial Advisor: Tricia L Oltmann located?
The office is located at 2101 Crooks Ave, Kaukauna, WI 54130, United States.
What are the regular business hours for Edward Jones - Financial Advisor: Tricia L Oltmann?
The office is open Monday through Thursday from 8:00 AM to 5:00 PM, and Friday from 8:00 AM to 1:00 PM. It is closed on Saturdays and Sundays.
Are there any special appointment hours available at Edward Jones - Financial Advisor: Tricia L Oltmann?
Yes, appointments are available by appointment only on Thursdays and Fridays in addition to regular hours.
How can I contact Edward Jones - Financial Advisor: Tricia L Oltmann?
You can contact via phone at +1 920-759-6261 or email at tricia.oltmann@edwardjones.com.
Does Edward Jones - Financial Advisor: Tricia L Oltmann have an online presence?
Yes, you can find them on LinkedIn at https://www.linkedin.com/in/triciaoltmann, on Facebook at https://www.facebook.com/509781035726819, and their website is https://www.edwardjones.com/us-en/financial-advisor/tricia-oltmann.
Are there any useful nearby places to visit when going to Edward Jones - Financial Advisor: Tricia L Oltmann?
Nearby places include T-Mobile for mobile phone needs, Landro Fox Cities Realty if you're interested in real estate, and the Bubble Fresh Laundry Center for convenient laundry services.
What food options are available near Edward Jones - Financial Advisor: Tricia L Oltmann?
Near the office, you can find Subway for sandwiches, Mona J's Precious Memories for bakery and desserts, and Little Caesars Pizza for American-style pizza.
Where can I find health and wellness services near Edward Jones - Financial Advisor: Tricia L Oltmann?
Nearby wellness options include Clear Approach Optometry for eye care, John N Krupka DDS SC for dental services, and Iris Spa for massage and relaxation.
Is there any way to prepare for retirement using resources from Edward Jones?
Yes, Edward Jones offers a retirement savings calculator available online to help you prepare for your retirement goals.