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: Greg Baumgardt, CFP®
2121 S Kinnickinnic Ave, Milwaukee, WI
53207, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Greg Baumgardt, CFP®
What services does Edward Jones - Financial Advisor: Greg Baumgardt offer?
They provide personalized investment services, including retirement planning, education savings, and tax-efficient investment strategies, with face-to-face consultations.
Where is Edward Jones - Financial Advisor: Greg Baumgardt located?
The office is located at 2121 S Kinnickinnic Ave, Ste 6, Milwaukee, WI 53207, USA.
How can I contact Greg Baumgardt's office for financial advice?
You can call them at +1 414-294-4034 or email greg.baumgardt@edwardjones.com.
Does Edward Jones - Financial Advisor: Greg Baumgardt have an online presence?
Yes, they have a website, a LinkedIn profile, and a Facebook page to connect with clients.
Are there mobile apps available related to Edward Jones services?
Yes, Edward Jones has mobile apps available for Android and iOS devices for convenient access to financial services.
What are some competitors of Edward Jones - Financial Advisor: Greg Baumgardt?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.
Can I book a consultation online with Greg Baumgardt?
Yes, you can schedule a consultation through their online reservation page.
What languages are supported at Edward Jones - Greg Baumgardt's office?
They provide services in English.
What nearby dining options can I visit before or after my appointment?
Nearby restaurants include Patty Shack, Pallino Burger, Hamburger Mary's, Flour and Feed, Mochinut Bayview, Rollup Spring Rolls, Ni Burmese, and Paloma Taco + Tequila | Bay View.
Are there fitness centers close to Edward Jones - Greg Baumgardt's office?
Yes, nearby fitness options include Wild Workouts & Wellness and Bay View Fitness, ideal for wellness activities before or after your visit.
What other financial or insurance services are nearby Edward Jones office?
Nearby financial service providers include Edward Jones - Financial Advisor: Phillip B Berge, State Farm for auto insurance, and Sean Aldrich Insurance Agency.