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: Jeremy J Untz, CFP®|AAMS®
2303 Schneider Ave SE, Menomonie, WI
54751, United States
Hours
Reviews
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- KBKrista BatesMar 3, 20225.0Jeremy is great to work with! He makes all of your financial planning a lot easier and A LOT less confusing.
- HEHeidi EntorfMar 11, 20215.0Jeremy is the best!
Frequently Asked Questions About Edward Jones - Financial Advisor: Jeremy J Untz, CFP®|AAMS®
What are the regular business hours for Edward Jones - Financial Advisor: Jeremy J Untz, CFP®|AAMS®?
The office is open Monday through Thursday from 8:00 AM to 5:00 PM, and Friday from 8:00 AM to 3:30 PM. It is closed on Sundays and Saturdays (except by appointment).
Can I schedule an appointment on Saturdays?
Yes, but it is by appointment only on Saturdays.
What financial services does Edward Jones - Financial Advisor: Jeremy J Untz offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, investment management, and financial advising.
How can I contact Edward Jones - Financial Advisor: Jeremy J Untz?
You can contact Jeremy J Untz by phone at +1 715-235-2123 or by email at jeremy.untz@edwardjones.com.
Where is Edward Jones - Financial Advisor: Jeremy J Untz located?
The office is located at 2303 Schneider Ave SE, Ste 110, Menomonie, WI 54751, USA.
Is there an online resource for retirement planning from Edward Jones?
Yes, you can try their Retirement Savings Calculator at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help prepare for your future.
Are there any healthcare facilities near Edward Jones in Menomonie?
Yes, nearby healthcare facilities include Red Cedar Clinic, Mayo Clinic Health System - Red Cedar, The Free Clinic of the Greater Menomonie Area, and Midwest Dental - Menomonie.
Where can I find dining options near Edward Jones?
Nearby dining options include Cancun Mexican Grill, which offers Mexican cuisine and also functions as a restaurant and bar.
Can I access financial or real estate services near Edward Jones?
Yes, close by you will find Dairy State Bank for banking services and Rassbach Realty LLC for real estate needs.
Are there any recreational spots near Edward Jones to visit before or after your appointment?
Yes, Lakeview Park is nearby, offering a pleasant outdoor area for relaxation or activities before or after your visit.