Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Hours
Frequently Asked Questions About Soma Wealth Management
What are the regular business hours of Soma Wealth Management?
Soma Wealth Management is open Monday through Friday from 8:00 AM to 4:00 PM and closed on weekends.
Where is Soma Wealth Management located?
Soma Wealth Management is located at 2323 Crossroads Dr, Suite 190, Madison, WI 53718, US.
What financial services does Soma Wealth Management offer?
They offer financial advising, investment management, investment funds, and stock brokerage services.
What specialties does Soma Wealth Management focus on?
Their specialties include 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
Does Soma Wealth Management provide resources for retirement planning?
Yes, they feature resources to learn more about IRAs and retirement planning on their official website.
In which language does Soma Wealth Management primarily communicate with clients?
They primarily communicate in English.
What nearby places could help me get to Soma Wealth Management?
Nearby businesses like AE Business Solutions and Special Olympics Wisconsin are in the same area, which might help you identify the location; also, transportation options near these landmarks can assist in reaching Soma Wealth Management.
Are there any nearby fitness or recreational facilities around Soma Wealth Management?
Yes, Joy Ride Fit, a local cycling gym, is nearby where you can exercise before or after your financial consultation.
Can I find other financial service providers near Soma Wealth Management?
Yes, nearby financial service providers include Joel Albers - Thrivent, Michael Nowicki - Thrivent, and Thrivent Badger Financial Associates, giving you multiple options for financial advising in the area.
How can I contact Soma Wealth Management?
You can reach Soma Wealth Management by phone at +1 608-837-2700 or visit their website for more information.