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: Tripp S Soma, AAMS®
2323 Crossroads Dr, Madison, WI
53718, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Tripp S Soma, AAMS®
What services does Edward Jones - Financial Advisor Tripp S Soma offer?
Edward Jones - Financial Advisor Tripp S Soma offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor Tripp S Soma located?
The office is located at 2323 Crossroads Dr, Suite 190, Madison, WI 53718, USA.
What are the business hours for Edward Jones - Financial Advisor Tripp S Soma?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor Tripp S Soma?
You can reach them by phone at +1 608-837-2700 or email tripp.soma@edwardjones.com.
Is it possible to make a consultation appointment online with Edward Jones - Tripp S Soma?
Yes, appointments can be scheduled online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/tripp-soma/contact/
Which languages are spoken at Edward Jones - Financial Advisor Tripp S Soma?
English is the language spoken at this office.
Are there any nearby fitness options close to Edward Jones' office at Crossroads Dr?
Yes, Joy Ride Fit, a gym offering cycling classes and sports recreation, is located nearby for clients interested in fitness activities before or after their appointments.
What nearby educational institutions could I visit before meeting with Edward Jones - Tripp Soma?
Cardinal Stritch University and the Graduate School of Banking at the University of Wisconsin - Madison are nearby campuses you might visit if you have educational interests around the financial sector.
Are there other financial service providers near Edward Jones at this location?
Yes, nearby financial service providers include Joel Albers - Thrivent, Michael Nowicki - Thrivent, Thrivent Badger Financial Associates, and Retirement Income Planning, offering complementary financial advising and insurance services.
Does Edward Jones provide any tools to help clients prepare for retirement?
Yes, they offer a retirement savings calculator available online to help clients assess if they are retirement ready.