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: David R Kincaid
300 2nd Street North, La Crosse, WI
54601, United States
Hours
Reviews
5.0
11 reviews
5 stars
11
4 stars0
3 stars0
2 stars0
1 star0
- JHJance HoneApr 14, 20255.0Dave has been helpful, professional, understanding, and just plain amazing for all the years I’ve worked with him! He always goes the extra mile for my family and I. I’d definitely recommend to everyone reading this, just as I have to many friends and family. Thank you again, Dave!
- CHChase HansenFeb 22, 20245.0Honest and fair I consolidated all my retirement accounts from my previous employers with him.
- PSPoponatui SitakeSep 1, 20215.0Dave has been absolutely wonderful to work with. From transferring my old 457 and 401K accounts to opening SEP IRAs and helping me select the funds I need for a better future. I’m always asking so many questions and Dave always knows how to answer them. Dave has even helped me select a stellar accountant and always knows what professionals to refer me to.
- JCjohn christiansenJan 22, 20195.0I chose David as my financial advisor because he took the time to carefully explain my retirement options. He makes time for me as one of his clients and I know he carefully safeguards my investments. I have also recommended him to my family members who have also chosen him to protect their investments. Look no further if you are looking for a skilled, respectful financial advisor.
Frequently Asked Questions About Edward Jones - Financial Advisor: David R Kincaid
What services does Edward Jones - Financial Advisor: David R Kincaid offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: David R Kincaid located?
The office is located at 300 2nd Street North, Suite 300, La Crosse, WI 54601, US.
What are the business hours for Edward Jones - Financial Advisor: David R Kincaid?
They are open Monday through Friday from 8:30 AM to 5:00 PM, and closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: David R Kincaid?
You can call the main phone number at +1 608-816-1018 or email david.kincaid@edwardjones.com.
Does Edward Jones - Financial Advisor: David R Kincaid have online tools to plan retirement?
Yes, they feature a retirement savings calculator available at their website to help clients plan for the future.
Which languages are supported by Edward Jones - Financial Advisor: David R Kincaid?
They offer services primarily in English.
Is there a mobile app available for Edward Jones - Financial Advisor: David R Kincaid?
Yes, they offer an Android app via Google Play and an iOS app via the App Store for easy access to their services.
What other financial services providers are competitors in the La Crosse area?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.
What nearby places can I visit when I come to Edward Jones - Financial Advisor: David R Kincaid?
Nearby, you can visit La Crosse Distilling Co., a distillery and cocktail bar, The Freighthouse Restaurant for steak and seafood, and Free Range Exchange - La Crosse cafe, perfect for relaxing before or after your visit.
Are there any legal or real estate services near Edward Jones - Financial Advisor: David R Kincaid?
Yes, nearby services include Town n' Country Title for real estate and legal services, Schroeder and Lough law firm, and Pittman & Pittman Law Offices specializing in estate planning and bankruptcy law.
What health-related services are available near Edward Jones - Financial Advisor: David R Kincaid?
Nearby health services include Provisions Health for medical care, Back-In-Action Chiropractic, and ViaroCare medical center for comprehensive health needs.