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: Susie Brotz
11305 N Cedarburg Rd, Mequon, WI
53092, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Susie Brotz
What financial services does Edward Jones - Financial Advisor: Susie Brotz offer?
Edward Jones - Financial Advisor: Susie Brotz offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual goals.
Where is Edward Jones - Financial Advisor: Susie Brotz located?
The office is located at 11305 N Cedarburg Rd, Suite A, Mequon, WI 53092, USA.
What are the business hours for Edward Jones - Financial Advisor: Susie Brotz?
They are open Monday to Friday from 8:00 AM to 5:00 PM, and closed on Saturdays and Sundays. Saturdays are by appointment only.
How can I contact Edward Jones - Financial Advisor: Susie Brotz by phone or email?
You can reach them by phone at +1 262-302-4151 or email susie.brotz@edwardjones.com.
Is it possible to book an appointment online?
Yes, you can schedule an appointment through their online reservation page at https://www.edwardjones.com/us-en/financial-advisor/susie-brotz/contact/.
Does Edward Jones offer mobile apps for managing investments?
Yes, Edward Jones provides mobile apps available for download on both Android and iOS platforms.
What languages does Edward Jones - Financial Advisor: Susie Brotz support?
Services are provided in English.
Which other Edward Jones financial advisors are located nearby?
Edward Jones - Financial Advisor: Laura Tinsley is a nearby financial advisor you might consider for additional advice or services.
What local places can I visit around Edward Jones - Financial Advisor: Susie Brotz?
Nearby you can visit Mequon Town Center for shopping, Café Hollander or Colectivo Coffee for dining, and Get Happy or GetHappy Chocolatier if you're interested in candy stores.
Are there any nearby services that could complement your visit to Edward Jones - Financial Advisor: Susie Brotz?
Yes, you can visit Supercuts for a haircut, Elements Massage for relaxation, or Forward Dental for dental care—all located nearby.