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: Nathan J Eisner, CEPA®|AAMS®
5133 W Terrace Dr, Madison, WI
53718, United States
Hours
Reviews
3.9
7 reviews
5 stars
5
4 stars0
3 stars0
2 stars0
1 star
2
- LCLorie CaffreyJul 16, 20255.0Nathan from Edward Jones and his office manager Katie have been great to work with. Nathan is friendly and approachable, listens well, and is pleasant and patient about providing information and explanations. He stays in contact with us, reaches out to schedule meetings, and does not rush us when we meet with him. He is not stiff, formal, condescending or impatient like we have experienced with other financial advisors. He seems to love what he does and doesn't treat his small investors any different than his large investors. Everyone is given his full attention, treated respectfully and made to feel important. We have another financial advisor from a large, well known management company and the account they manage is on par with how well our Edward Jones accounts have done. The major difference is how we are treated. Night and day.
- SMSusan MillerJan 10, 20255.0Nathan has been our personal trusted financial advisor for years and has faithfully guided us and our extended family in a way that makes the experience hassle and worry free. My mom’s estate planning is a complex job and he is navigating it beautifully. His expertise and kindness continues to amaze us at every turn. Katie is superbly helpful and always responds to our questions in a timely manner. Highly recommend them for all your financial needs!
- AHAaron HarrisonAug 27, 20245.0We’ve been with Nathan Eisner at Edward Jones for several years now. Nathan has been wonderful to work with. He asks great questions and even more importantly, listens to your needs. He has managed our portfolio well through the ups and downs of the market. I’m sure our account is small in comparison to many out there, but Nathan has always made us feel like a priority. I would highly recommend working with him.
- SMSam MeyersDec 1, 20231.0Dealt with Nathan years ago. He was very professional then being new. Now you cannot meet face to face until you have a 15 minute phone conversation to see if you have the same goals and are compatible!! (Ie., to see if their going to profit from you!) Very unpleasant experience with his office manager Katie. Will not be going there or recommending this office.
- BPBruce PJun 6, 20231.0Unprofessional, Misses the basic investment strategies.
Frequently Asked Questions About Edward Jones - Financial Advisor: Nathan J Eisner, CEPA®|AAMS®
What services does Edward Jones - Financial Advisor: Nathan J Eisner provide?
They offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, investment management, and stock and bond brokerage.
What are the office hours for Edward Jones - Financial Advisor: Nathan J Eisner in Madison?
The office is open Monday to Thursday from 8:00 AM to 4:00 PM, and Friday from 8:00 AM to 3:00 PM. It is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Nathan J Eisner?
You can reach them by phone at +1 608-834-9594 or via email at nathan.eisner@edwardjones.com.
Where is Edward Jones - Financial Advisor: Nathan J Eisner located?
Their office is located at 5133 W Terrace Dr, Suite 101, Madison, WI 53718, US.
Can I book a consultation online with Edward Jones - Financial Advisor: Nathan J Eisner?
Yes, you can schedule a consultation through their contact page at https://www.edwardjones.com/us-en/financial-advisor/nathan-eisner/contact/.
Does Edward Jones offer any tools to help with retirement planning?
Yes, Edward Jones provides an online retirement savings calculator to help you prepare for your future.
What nearby businesses are close to Edward Jones - Financial Advisor: Nathan J Eisner?
Nearby businesses include Enterprise Systems Group (telecommunications), Action Coach Dane County (marketing agency), and Mad City Asphalt Solutions (building supply store).
Are there any hotels near Edward Jones - Financial Advisor: Nathan J Eisner for visiting clients?
Yes, nearby hotels include La Quinta Inn & Suites and Holiday Inn Madison at the American Center, convenient for visitors needing accommodation.
What automotive services can I find near Edward Jones - Financial Advisor: Nathan J Eisner?
Nearby automotive services include East Madison Toyota, Don Miller Subaru East, and Russ Darrow Chrysler Dodge Jeep RAM of Madison Service for car buying and repairs.
What languages are supported at Edward Jones - Financial Advisor: Nathan J Eisner?
They provide services in English.