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: Sheri K Plantz, CRPC™
2424 State Rd, La Crosse, WI
54601, United States
Hours
Reviews
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Frequently Asked Questions About Edward Jones - Financial Advisor: Sheri K Plantz, CRPC™
What services does Edward Jones - Financial Advisor: Sheri K Plantz offer?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial advice.
What are the business hours for Edward Jones - Financial Advisor: Sheri K Plantz?
The office is open Monday through Thursday from 8:00 AM to 4:30 PM, and Friday from 8:00 AM to 3:00 PM. It is closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Sheri K Plantz located?
Edward Jones is located at 2424 State Rd, La Crosse, WI 54601, USA.
How can I contact Sheri K Plantz at Edward Jones?
You can contact Sheri K Plantz by phone at +1 608-788-6420 or via email at sheri.plantz@edwardjones.com.
Does Edward Jones - Financial Advisor: Sheri K Plantz have an online presence?
Yes, you can visit their website at https://www.edwardjones.com/us-en/financial-advisor/sheri-plantz and find them on Facebook at https://www.facebook.com/481833158625220.
Are there any useful apps available from Edward Jones for managing investments?
Yes, Edward Jones offers mobile apps available on Android and iOS platforms to help manage your investments and access services conveniently.
What popular places are near Edward Jones in La Crosse that I could visit before or after my appointment?
Nearby you can visit the Village Shopping Center for shopping and the Jarrett Gallery for art and jewelry. You might also enjoy a snack or drink at The Fuel House LAX, a nearby cafe and smoothie bar.
If I need to pick up some essentials around Edward Jones, where is a convenient place nearby?
Circle K, a convenience store, is located nearby, making it easy to pick up essentials before or after your visit.
Are there fitness or wellness facilities close to Edward Jones that clients might find useful?
Yes, Snap Fitness gym and several chiropractic and massage therapy centers like Breidenbach Family & Sports Chiropractic and Star Spa Massage are nearby for health and wellness needs.
How can nearby tech stores benefit me when visiting Edward Jones?
UScellular Authorized Agent stores are nearby offering mobile phone repair, accessories, and IT services, which is helpful if you need tech support when managing your investments digitally.