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
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Edward Jones - Financial Advisor: Jeremy Bartels, CFP®|CEPA®|AAMS®|CRPC™
Frequently Asked Questions About Edward Jones - Financial Advisor: Jeremy Bartels, CFP®|CEPA®|AAMS®|CRPC™
What services does Edward Jones - Financial Advisor: Jeremy Bartels offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client goals.
What are the office hours for Edward Jones - Financial Advisor: Jeremy Bartels?
The office is open Monday through Thursday from 8:00 AM to 4:30 PM, Friday from 8:00 AM to 4:00 PM, and is closed on Saturdays and Sundays. Saturdays are available by appointment only.
How can I schedule an appointment with Jeremy Bartels at Edward Jones?
Appointments can be scheduled by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/jeremy-bartels/contact/ or by calling +1 715-732-4408.
Where is Edward Jones - Financial Advisor: Jeremy Bartels located?
They are located at 2025 Marinette Ave, Unit B, Marinette, WI 54143, United States.
Does Edward Jones - Financial Advisor: Jeremy Bartels provide online tools or resources for retirement planning?
Yes, they offer a retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help clients prepare for retirement.
What are some nearby amenities that clients can visit before or after their appointment?
Clients can visit Mikey's Twisted Plate restaurant for dining, Absolute Nutrition for organic groceries, and Caffeinated for coffee nearby the Edward Jones office.
Are there any nearby fitness centers close to Edward Jones in Marinette?
Yes, Anytime Fitness is located nearby, offering gym and active life facilities for clients interested in fitness.
Which insurance agencies are located near Edward Jones - Financial Advisor: Jeremy Bartels?
Nearby insurance agencies include Wagner Casper Insurance, Wagner-Casper Insurance Agency, and Marinette Insurance and Financial Services, offering auto, home, rental, and other insurance services.
What is the best way to contact Jeremy Bartels via email?
You can reach Jeremy Bartels by email at jeremy.bartels@edwardjones.com.
Which languages are spoken at Edward Jones - Financial Advisor: Jeremy Bartels' office?
English is the primary language spoken at their office.