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: Randy A Gershman, AAMS®
554 South Central Avenue, Marshfield, WI
54449, United States
Hours
Reviews
4.2
10 reviews
5 stars
8
4 stars0
3 stars0
2 stars0
1 star
2
- JJJeffreyApr 2, 20255.0I rarely post anything on reviews. I needed help discerning some complicated financial issues. Randy and his staff were welcoming. It took a lot of time and thought. I was very impressed with the details, and putting together a thoughtful plan I had visited with others, no comparison
- TTTwat TwatSep 6, 20231.0This man is awful. I'm aware of multiple issues with him one of which was an elderly women whom he 'prayed' with then just took her money so he could line his own pockets! Stay Away!
- SSShelby SchmittNov 7, 20225.0I am so fortunate to have been referred to Randy many years ago. Not only is he very knowledgeable and helpful, but one of the kindest persons I've ever met! He has a wonderful staff who are also extremely helpful and friendly! I would go no where else, EVER!!!
- TMTom MooreJul 3, 20195.0He has taken care of mother’s accounts over 20 years. I now have my retirement investments with him. Great staff and attention and care is above all that I have experienced.
Frequently Asked Questions About Edward Jones - Financial Advisor: Randy A Gershman, AAMS®
What services does Edward Jones - Financial Advisor: Randy A Gershman offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
What are the office hours for Edward Jones - Financial Advisor: Randy A Gershman?
The office is open Monday to Thursday from 8:00 AM to 5:00 PM, on Friday from 8:00 AM to 3:00 PM, and closed on weekends.
How can I contact Edward Jones - Financial Advisor: Randy A Gershman?
You can reach them by phone at +1 715-387-8662 or email randy.gershman@edwardjones.com.
Is there a mobile app available to access Edward Jones services?
Yes, Edward Jones has mobile apps available on both Android and iOS platforms for convenient access.
Where is Edward Jones - Financial Advisor: Randy A Gershman located?
Their office is at 554 South Central Avenue, Marshfield, WI 54449, United States.
Does Edward Jones offer tools to help plan for retirement?
Yes, they offer a Retirement Savings Calculator available online to help clients prepare for their financial future.
Which nearby services could be useful before or after visiting Edward Jones?
Nearby services include Heinzen Printing Inc for printing needs, Knight Barry Title for real estate and legal services, and Western Union for money transfer services, all of which can be convenient to visit before or after your appointment.
Are there any nearby health or wellness centers near Edward Jones?
Yes, Be Well Studio, Marshfield Acupuncture, RELIEF Soft Tissue Therapies, and Astia Health are nearby wellness centers offering various health services.
What dining options are available near Edward Jones?
You can visit The Swamp, a nearby bar and restaurant, or Crabby Dave's restaurant for dining options around Edward Jones.
How can nearby places assist with errands during a visit to Edward Jones?
Nearby locations such as UPS Access Point for courier services, Marshfield Clinic Pharmacy for health needs, and Baltus Car Wash or BP gas stations for automotive services can help efficiently manage errands during your visit.