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
Frequently Asked Questions About Edward Jones - Financial Advisor: Scott D Lee
What services does Edward Jones - Financial Advisor: Scott D Lee provide?
Edward Jones - Financial Advisor: Scott D Lee offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and tailored face-to-face financial advice.
Where is Edward Jones - Financial Advisor: Scott D Lee located?
The office is located at 204A E Upham St, Marshfield, WI 54449, United States.
What are the business hours for Edward Jones - Financial Advisor: Scott D Lee?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Scott D Lee?
You can contact Scott D Lee at +1 715-207-6659 or via email at scott.d.lee@edwardjones.com.
Is it possible to schedule a consultation online with Scott D Lee?
Yes, you can schedule a consultation through their contact page at https://www.edwardjones.com/us-en/financial-advisor/scott-d-lee/contact/.
Which languages are spoken at Edward Jones - Financial Advisor: Scott D Lee?
English is the language spoken at this office.
How can I use mobile apps to access Edward Jones services?
Edward Jones offers mobile apps available for Android and iOS devices. You can download them from the Google Play Store and Apple App Store respectively to access your investment information.
Are there any hospitals near Edward Jones - Financial Advisor: Scott D Lee?
Yes, Marshfield Clinic, a hospital and health services provider, is located nearby. Clients visiting Edward Jones might find it convenient if they have medical appointments in the area.
What hotels are available near Edward Jones - Financial Advisor: Scott D Lee for out-of-town clients?
Nearby hotels include The Comfort Inn, AmericInn by Wyndham Marshfield, and Quality Inn, providing comfortable accommodations for clients visiting the area.
Are there any nearby places where I can ship packages or mail documents after my visit?
Yes, there are several shipping centers nearby such as Wepak-n-Ship and UPS Authorized Shipping Outlet for your mailing and shipping needs following your appointment.