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: Steven J Lois
804 Geneva Pkwy N, Lake Geneva, WI
53147, United States
Reviews
5.0
2 reviews
5 stars
2
4 stars0
3 stars0
2 stars0
1 star0
- JZjoey ZAYASMar 20, 20245.0Always courteous and explains himself very well
- RFRichard FlowerDec 16, 20185.0A man who sincerely cares for those he serves. Personality, forthright and integrity. He's the best.
Frequently Asked Questions About Edward Jones - Financial Advisor: Steven J Lois
What types of financial services does Edward Jones - Financial Advisor: Steven J Lois offer?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient strategies, stock and bond brokerage, and investment management tailored to individual client goals.
How can I schedule a consultation with Steven J Lois at Edward Jones?
You can schedule a consultation by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/steven-lois/contact/ where you can book an appointment online.
Where is Edward Jones - Financial Advisor: Steven J Lois located?
The office is located at 804 Geneva Pkwy N, Suite 108, Lake Geneva, WI 53147, United States.
What languages are spoken at Edward Jones - Financial Advisor: Steven J Lois?
The financial advisor provides services in English.
What are the main categories and specialties of Edward Jones - Financial Advisor: Steven J Lois?
They specialize in financial advisory services, investment management, financial consulting, stock brokerage, and financial planning.
How can I contact Edward Jones - Financial Advisor: Steven J Lois by phone or email?
You can call them at +1 262-248-8252 or email steven.lois@edwardjones.com for inquiries.
Does Edward Jones - Financial Advisor: Steven J Lois have a mobile app?
Yes, Edward Jones offers mobile apps available on both Android and iOS platforms to help you manage your investments.
Which nearby financial and healthcare services are close to Edward Jones - Financial Advisor: Steven J Lois?
Nearby financial services include INmortgage Co. NMLS 1754501, a mortgage broker. Healthcare services close by include Excel Family Chiropractic & Wellness and Aurora Rehabilitation Center Lake Geneva, providing options for wellness and rehabilitation.
How can visiting nearby places like INmortgage Co. or Excel Family Chiropractic benefit an Edward Jones client?
Clients can conveniently handle their mortgage needs with INmortgage Co. or address wellness and injury recovery at Excel Family Chiropractic & Wellness before or after managing their financial planning at Edward Jones.
What other healthcare professionals are in the vicinity of Edward Jones - Financial Advisor: Steven J Lois?
The area includes several rehabilitation and therapy centers such as Lake Geneva Knee and Shoulder Solutions and multiple physical therapists and occupational therapists, offering comprehensive health support near the Edward Jones office.