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: Derek M Henze
691 S Janesville St, Milton, WI
53563, United States
Hours
Reviews
5.0
7 reviews
5 stars
7
4 stars0
3 stars0
2 stars0
1 star0
- SBSharry BekielewskiJul 11, 20245.0So happy with Derek, Orissa, and Amanda! My financial advisor in the past did not do anything for me. The never talked to me and never returned my calls. Wonder group know my life and family. Friendly and willing to help. Thank you. I feel so at ease that my money is being taken care of for me.
- FMFred Garvin, M.P.Dec 20, 20235.0100 percent happy with Derek, Orissa, and Amanda! Never really trusted my financial advisors in the past, Morgan Stanley or any of the rest always made decisions based on what was good for them, not me. Derek and the whole team has taught me about my investments, and helped me develop a plan good for me. They want me to win and by doing that they help themselves. That’s how it is supposed to work. Couldn’t be happier with their knowledge and style of doing business!
- FMFred Garvin, M.P.Jan 1, 20215.0Hands down best Financial Adviser in the state.
- SGScott GrahamMar 3, 20205.0Derek does a great job. Above and beyond everytime.
Frequently Asked Questions About Edward Jones - Financial Advisor: Derek M Henze
What are the business hours for Edward Jones - Financial Advisor: Derek M Henze?
The office is open Monday to Friday from 8:30 AM to 5:00 PM and is closed on Sundays. Saturdays are by appointment only.
Where is Edward Jones - Financial Advisor: Derek M Henze located?
It is located at 691 S Janesville St, Milton, WI 53563, United States.
What financial services does Edward Jones - Financial Advisor: Derek M Henze offer?
Services include personalized investment advice, retirement planning, education savings, tax-efficient investment strategies, stocks and bonds investment management, and financial advising.
How can I contact Edward Jones - Financial Advisor: Derek M Henze?
You can reach them by phone at +1 608-493-1970 or alternate phone +1 608-868-1704. Email inquiries can be sent to derek.henze@edwardjones.com.
Is it possible to book an appointment online for Edward Jones - Financial Advisor: Derek M Henze?
Yes, you can make an appointment through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/derek-henze/contact/.
What languages are supported by Edward Jones - Financial Advisor: Derek M Henze?
Services are provided in English.
Are there any nearby fitness centers where I can work out before or after visiting Edward Jones?
Yes, Anytime Fitness Milton, WI and Milton YMCA are nearby gyms where you can exercise around your visit to Edward Jones.
What beauty and wellness services are available near Edward Jones?
Nearby you can find Think Beautiful Nails, Indigo Salon and Suites, Estheva Salon and Spa, and Venustas Immortalis, offering nail, hair, beauty, and skincare treatments to complement your financial consultation day.
Are there places to eat near Edward Jones - Financial Advisor: Derek M Henze?
Yes, nearby restaurants include Subway, Cafe 26, and Tasty Bites, which offer convenient dining options before or after your appointment.
What local services are available around Edward Jones that might interest customers?
Customers can access services like Mercyhealth Milton medical center, Milton Police Department, local pharmacies such as Mercy Milton Pharmacy, and pet care at Milton Veterinary Clinic nearby to Edward Jones.