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
Anthony and Dana go above and beyond to work through any issue you have with rolling over 401ks, IRAs, etc... The customer service is top notch! Our investments have been doing well over the last few years.
Frequently Asked Questions About Edward Jones - Financial Advisor: Anthony L Schad
What services does Edward Jones - Financial Advisor: Anthony L Schad provide?
Edward Jones - Financial Advisor: Anthony L Schad offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
What are the regular business hours for Edward Jones - Financial Advisor: Anthony L Schad?
The office is open Monday through Thursday from 8:00 AM to 5:00 PM, Friday from 8:00 AM to 2:00 PM, and is closed on Sundays. Saturdays are by appointment only.
How can I contact Edward Jones - Financial Advisor: Anthony L Schad?
You can call the main phone at +1 920-997-4717 or email anthony.schad@edwardjones.com to get in touch.
Where is Edward Jones - Financial Advisor: Anthony L Schad located?
The office is located at 702 Eisenhower Drive, Suite F, Kimberly, WI 54136, USA.
Is it possible to book an appointment online with Anthony L Schad at Edward Jones?
Yes, appointments can be scheduled online through the contact page at Edward Jones' website for Anthony Schad.
Does Edward Jones offer any tools to help with retirement planning?
Yes, Edward Jones provides a Retirement Savings Calculator to help clients prepare for their future.
What languages are spoken at Edward Jones - Financial Advisor: Anthony L Schad?
The advisor and team primarily speak English.
Are there other financial advisory services nearby?
Yes, nearby financial advisory options include Edward Jones - Financial Advisor: Jeffrey B Scott, AAMS® and Zimmer Financial Group, both offering investment and financial advising services.
What nearby medical and health services are close to Edward Jones in Kimberly?
Nearby medical and health services include Nurse Practitioner Health Services, Renard Foot and Ankle, and Kimberly Eye Clinic, convenient for clients who may have health appointments before or after visiting Edward Jones.
Are there dining or accommodation options near Edward Jones - Financial Advisor: Anthony L Schad?
Yes, clients can visit The Garden Grille & Bar for dining and stay at Hilton Garden Inn Appleton/Kimberly, both conveniently located near the office.