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: Cherie A Gon
7780 Elmwood Ave, Middleton, WI
53562, United States
Hours
Reviews
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- RMRon MillerMay 25, 20225.0I have been working with Cherie and Amanda for several years, Cherie is extremely knowledgable and was the right person for managing my finances
- JBJacob BrandenburgJan 6, 20225.0I switched my finances to Cherie just over a year ago and what a great impact this has had on my financial well-being! Cherie has been able to provide me with the confidence and knowledge necessary to feel on track with my retirement and career goals. Cherie helped me navigate a complicated work ESPP program as well as set up multiple accounts for different financial goals. Her employee, Amanda, has been nothing but lovely work with. I would highly recommend Cherie and her team if you want a financial advisor that is professional, friendly and responsive.
- DRDave RyanJan 5, 20225.0Cherie is amazing! We switched to Cherie a few years ago and are so thankful that we did. She makes herself available and answers questions both quickly and thoroughly. The advice she provides us is targeting to our needs and plans for the future. Her recommendations are always comprehensive and creative. I can easily say we are more comfortable with our financial situation and future retirement plans than we have ever been. I've personally referred many friends and family to Cherie and Amanda and they have all been impressed and satisfied. Highly recommend giving her a call!
- KCKyle CollinsApr 23, 20205.0Cherie is wonderful. She takes a full approach to figure out what your goals are, & whether you have immediate, short-term or long-term dreams. I have recommended several friends to her & will continue to do so. My wife & I are highly satisfied! Both her & Amanda are top-notch individuals that will help you on your financial journey.
Frequently Asked Questions About Edward Jones - Financial Advisor: Cherie A Gon
What are the regular business hours for Edward Jones - Financial Advisor: Cherie A Gon?
The office is open Monday to Thursday from 8:00 AM to 4:30 PM, and on Friday from 8:00 AM to 3:30 PM. It is closed on Saturdays and Sundays, except by appointment on Saturdays.
Where is Edward Jones - Financial Advisor: Cherie A Gon located?
The office is located at 7780 Elmwood Ave, Ste 206, Middleton, WI 53562, USA.
What investment services does Edward Jones provide?
Edward Jones offers personalized investment services that include retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, investment management, and financial advising.
How can I schedule an appointment with Cherie A Gon?
You can schedule an appointment by visiting the contact page: https://www.edwardjones.com/us-en/financial-advisor/cherie-gon/contact/
Are there any online resources or tools offered by Edward Jones to help with retirement planning?
Yes, Edward Jones provides a Retirement Savings Calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help you prepare for your future.
What languages are spoken at the Edward Jones office with Cherie A Gon?
English is the language spoken at this Edward Jones office.
How might visitors use nearby healthcare facilities when visiting Edward Jones in Middleton?
Visitors can access nearby healthcare providers such as Meriter Medical Clinic - Middleton, UnityPoint Health - Meriter - Middleton Clinic, and several doctors including Arpad S. Olajos MD and Gerhard Kraske MD, making it convenient to combine health consultations with financial advising visits.
Are there nearby recreational spots near Edward Jones - Financial Advisor: Cherie A Gon for clients to enjoy?
Yes, clients can visit Orchid Heights Park, a nearby park and water park, to relax before or after their financial appointments.
What nearby accommodations are available for clients visiting Edward Jones from out of town?
Staybridge Suites hotel is close by and offers comfortable accommodations for out-of-town clients visiting Edward Jones in Middleton.
Can clients find fitness or wellness services near Edward Jones in Middleton?
Yes, clients interested in fitness or holistic wellness can visit Body Mechanix, a local gym and fitness trainer venue, or LumiSol Wellness And Retreat Center nearby.