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: Josh Grotheer, CFP®|AAMS®
950 John Nolen Dr, Madison, WI
53713, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Josh Grotheer, CFP®|AAMS®
What investment services does Edward Jones - Financial Advisor: Josh Grotheer, CFP®|AAMS® offer?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial advice.
What are the office hours for Edward Jones - Financial Advisor: Josh Grotheer?
The office is open Monday to Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Josh Grotheer located?
The office is located at 950 John Nolen Dr, Suite 160, Madison, WI 53713, USA.
How can I schedule an appointment with Josh Grotheer at Edward Jones?
You can schedule an appointment by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/josh-grotheer/contact/
Does Edward Jones - Financial Advisor: Josh Grotheer have a mobile app for clients?
Yes, Edward Jones offers mobile apps available for Android and iOS devices to help manage your investments on the go.
What languages are spoken at Edward Jones - Financial Advisor: Josh Grotheer's office?
English is spoken at this Edward Jones office.
What is a nearby hotel for clients visiting Edward Jones - Financial Advisor: Josh Grotheer?
Clients can consider staying at nearby hotels such as Hotel Monona, Madison Marriott South, or Comfort Inn Madison - Downtown for convenient access to the office.
Are there any nearby insurance agencies near Edward Jones - Financial Advisor: Josh Grotheer?
Yes, nearby insurance agencies include M3 Insurance, Nationwide Mutual Insurance Company, and Independent Insurance Agents of Wisconsin, which could be helpful for clients seeking additional insurance services.
What nearby places can clients visit after their meeting at Edward Jones - Financial Advisor: Josh Grotheer?
Clients may enjoy visiting Sheraton Garden: The Playground park or grab a meal at Heartland Grill, both conveniently near the office.
How can the nearby University of Wisconsin benefit clients of Edward Jones - Financial Advisor: Josh Grotheer?
The University of Wisconsin nearby offers educational opportunities, which may complement financial planning strategies such as education savings plans discussed at Edward Jones.