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: Steve L Soma, AAMS®|CRPC™
2323 Crossroads Dr, Madison, WI
53718, United States
Hours
Reviews
5.0
1 reviews
5 stars
1
4 stars0
3 stars0
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1 star0
- MGMichael GanserSep 28, 20205.0Steve is the best. I always recommend him to my friends.
Frequently Asked Questions About Edward Jones - Financial Advisor: Steve L Soma, AAMS®|CRPC™
What services does Edward Jones - Financial Advisor: Steve L Soma provide?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Steve L Soma located?
The office is located at 2323 Crossroads Dr, Suite 190, Madison, WI 53718, United States.
What are the business hours for Edward Jones - Financial Advisor: Steve L Soma?
They are open Monday through Friday from 8:30 AM to 4:00 PM, and closed on weekends.
How can I contact Edward Jones - Financial Advisor: Steve L Soma?
You can contact them by phone at +1 608-837-2700 or email steve.soma@edwardjones.com.
Does Edward Jones - Financial Advisor: Steve L Soma offer any online resources or tools?
Yes, they offer a retirement savings calculator available on their website to help clients plan for their future.
How can I schedule an appointment with Steve L Soma at Edward Jones?
Appointments can be scheduled through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/steve-soma/contact/.
What languages are supported by Edward Jones - Financial Advisor: Steve L Soma?
Services are provided in English.
What nearby financial services are close to Edward Jones - Financial Advisor: Steve L Soma?
Nearby financial services include Joel Albers - Thrivent, Michael Nowicki - Thrivent, Thrivent Badger Financial Associates, and Retirement Income Planning, offering additional options for financial advising and investing.
Are there any nearby banks or credit unions if I need banking services near Edward Jones?
Yes, Wisconsin Bank & Trust and Byline Bank are close by, providing convenient access to banking and credit services.
What are some nearby places of interest customers can visit before or after their appointment?
Customers might enjoy visiting Cardinal Stritch University or the Graduate School of Banking at the University of Wisconsin - Madison nearby, or take a fitness class at Joy Ride Fit for recreation.