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: Sheila M Broderick
114 E Geneva Square, Lake Geneva, WI
53147, United States
Hours
Reviews
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- BSBrian SippelAug 5, 20205.0Sheila and her assistant Katie have been excellent to work with! We recently worked together on a complicated case matter. Sheila was very easy to work with, knowledgeable, and responsive to our questions regarding the client's assets in the estate administration. Thanks Sheila and Katie!
Frequently Asked Questions About Edward Jones - Financial Advisor: Sheila M Broderick
What services does Edward Jones - Financial Advisor: Sheila M Broderick offer?
The office offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the regular office hours for Edward Jones - Financial Advisor: Sheila M Broderick?
The office is open Monday to Thursday from 8:00 AM to 4:30 PM, Friday from 8:00 AM to 3:00 PM, and is closed on Saturdays and Sundays except by appointment on Saturdays.
How can I book an appointment with Sheila M Broderick at Edward Jones?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/sheila-broderick/contact/.
Where is Edward Jones - Financial Advisor: Sheila M Broderick located?
The office is located at 114 E Geneva Square, Lake Geneva, WI 53147, United States.
What languages are spoken at Edward Jones - Financial Advisor: Sheila M Broderick?
The services are provided in English.
How can I contact Edward Jones - Financial Advisor: Sheila M Broderick by phone or email?
You can call them at +1 262-248-4058 or email sheila.broderick@edwardjones.com.
Are there any fitness centers near Edward Jones - Financial Advisor: Sheila M Broderick?
Yes, Anytime Fitness is nearby, which is convenient for combining financial appointments with a workout or fitness class.
What nearby spots can I visit for coffee or a quick bite around Edward Jones?
Summer Moon Coffee is close by, offering a good place to relax before or after your financial advisory meeting.
Are there convenient banking options near Edward Jones office?
Associated Bank is nearby, providing additional financial services that complement your investment planning with Edward Jones.
What nearby retail stores are available around Edward Jones for quick shopping needs?
Nearby retail options include Maurices for clothing and multiple Dollar Tree stores for discount and convenience shopping, ideal for quick errands before or after your appointment.